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Excluding picklist options in Salesforce from a Forms app field


When you add a picklist field type as a Forms app field, you have the option to exclude specific picklist options that are in Salesforce from appearing in the picklist when shown on the Soapbox Form page.

To exclude picklist values from a Forms app field:

  1. Open the Forms page containing the custom picklist Salesforce Element you wish to update
  2. Click the Form tab
  3. lick the edit button of the picklist Salesforce Element
  4. Scroll down to the bottom of the modal popup
  5. For any item you wish to exclude, tick the exclude checkbox
  6. Click Save for the modal popup
  7. Click Save
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