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 No outdated fields, no manual updates – just seamless, accurate forms.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.

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

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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.

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