Salesforce Dynamic Picklists: Keep Your Form Fields in Sync with Salesforce


Ensure users see the right options – every time. With FormAssembly’s Salesforce Dynamic Picklists, you can populate dropdowns in real time using live Salesforce data. No outdated fields, no manual updates – just seamless, accurate forms.

Always Accurate, Always Up to Date

Key Benefits

When your form options rely on business data – like active campaigns, departments, or programs – keeping everything up to date is critical.

Higher Education

Let students choose from active programs, courses, or scholarships.

Sales & Marketing

Display live campaign lists or product SKUs.

Nonprofits

Let donors or volunteers select active campaigns or locations.

HR & Operations

Evaluate feedback and help request form engagement.

Support Teams

Pull issue categories, priorities, or product options from Salesforce.

See All Features

Check out FormAssembly’s other features

From approval workflows to document generation, we’ve got you covered.

See All Features



Real-Time Options from Your Salesforce Org

Let Salesforce Power Your Form Options

Dynamic Picklists eliminate the need to update forms manually. Instead, they pull values from your Salesforce objects or fields as the form loads.

Live Syncing

Display the most current Salesforce values in real time, so users always see accurate and relevant options when filling out your form.

Conditional Filtering

Automatically filter dropdown values to show only options that meet specific criteria, such as active status, date ranges, or custom fields.

Dependent Logic

Dynamically adjust available options based on prior form responses, enabling smarter flows and personalized form experiences.

Multi-Object Support

Populate fields using data from any standard or custom object in Salesforce, no matter how complex your CRM setup.

No-Code Configuration

Use the drag-and-drop builder to set up and manage picklists without technical expertise or external tools.

Reliable Performance

Count on consistent loading and stable performance even with high traffic or large datasets pulled from your CRM.

Why Choose FormAssembly?


FormAssembly’s native Salesforce integration goes beyond basic field mapping. Dynamic Picklists are part of a full-featured platform built for scalable, compliant data workflows.

  • Native AppExchange Partner: Built for and trusted by Salesforce users.
  • Real-Time Sync: Pull values fresh on every form load.
  • Secure and Compliant: Supports HIPAA, GDPR, and FedRAMP environments.
  • Workflow-Ready: Combine with Prefill, Approvals, and Assignments.
  • No-Code to High-Code: Configure quickly or build advanced logic as needed.

See FormAssembly in Action

Whether you’re building a quick survey or a highly customized workflow, FormAssembly meets you where you are – and grows with you.
Request a demo today to see how flexible form building can transform the way your team works.

Request a Demo
Home
Blog
New Features and Updates
How to Use Salesforce Dynamic Picklists
salesforce dynamic picklist

How to Use Salesforce Dynamic Picklists

Posted on

The Salesforce Dynamic Picklists Feature allows you to use drop-down menus in your forms that pull options directly from Salesforce picklists or lookup results. This feature allows you to get the most up-to-date information in your forms and cut down on the time and effort needed to manage/re-upload static datasets.

→ Learn more ways to leverage FormAssembly’s robust Salesforce integration in the FormAssembly + Salesforce eBook.

How it Works


The ability to use Dynamic Picklists is available as a permission within the Admin Dashboard of an Enterprise or Compliance Cloud account and must be enabled to use. Once that permission is enabled, you’ll see the “Salesforce” option for any multiple choice question. Even previously set-up multiple choice questions can be switched to the Salesforce Dynamic Picklist option.

After choosing the Salesforce Dynamic Picklist option, you’ll be directed to the connector page where you can set up a Salesforce Prefill Connector to push Salesforce data into your multiple choice question. (The finished dropdown menus also feature a typeahead functionality for even easier form filling!)
In this demo video you can see the feature in action!
https://formassembly.wistia.com/medias/e5s453aequ
Get the full instructions in our documentation! 

Note on Restricted Values

Dynamic Picklists currently do not restrict values. Respondents will be able to submit values outside the populated choices.

Your Turn

Try the feature out and let us know what you think! You can share feedback through the feedback form on our roadmap page.
Want to learn more about how FormAssembly can help you get more out of Salesforce? Read our complete guide to creating Salesforce forms or check out our complete user guide to FormAssembly + Salesforce at the link below.

Share

Related Posts

Features

Build Forms That Build Your Business

Read More Read More
Product Updates

New: Collect Multiple Signatures with FormAssembly

Read More Read More
Webinar

WEBINAR RECAP – Data Collection in 2025: Insights, Trends, and What Comes Next

Read More Read More

Join our newsletter!

Receive the latest data collection news in your inbox.