# Form Features - Use Dynamic Salesforce Data with Record Datasets
## Overview
[**Record Datasets**](https://docs.sharinpix.com/forms/salesforce-integration/record-datasets) let you use Salesforce data inside SharinPix Forms.
This feature is currently available for **Select** and **Multi-Select** questions. It lets you populate options from a **Record Dataset** generated from Salesforce records.
Use it when the available options should reflect Salesforce data instead of a fixed list entered in the form builder.
{% hint style="info" %}
Refresh your Record Datasets regularly to keep options in sync with Salesforce.
{% endhint %}
This article covers:
* [Configure dynamic Select or Multi-Select options with a Record Dataset](#configure-dynamic-select-or-multi-select-options-with-a-record-dataset)
* [Choose the label and value fields](#choose-the-label-and-value-fields)
* [Filter available rows](#filter-available-rows)
* [Demo: Select Employees based on their Company](#demo-select-employees-based-on-their-company)
### Configure dynamic Select or Multi-Select options with a Record Dataset
Add a **Select** or **Multi-Select** question.
In the **Options** tab, click **Select a dataset** and choose one of the available **Record Datasets**.
{% hint style="info" %}
Create the Record Dataset first before configuring the question.
Refer to [How to Create a Record Dataset](https://docs.sharinpix.com/forms/salesforce-integration/record-datasets#how-to-create-a-record-dataset).
{% endhint %}
The available fields depend entirely on the columns exported into the Record Dataset.
In this example, the dataset includes:
* `Id`
* `Name`
* `SiteAddress__c`
* `SiteArea__c`
* `SiteType__c`
* `Inspection__c`
If a field is not present in the dataset, you cannot use it in the question configuration or the filter formula.
### Choose the label and value fields
After selecting the dataset, choose which column should be used as:
* the **label**, which is shown to the user
* the **value**, which is stored in the form response
In most cases, use a readable field for the label and a stable field for the value.
For example, you might display `Name` while storing `Id`.
You can keep static options or remove them, depending on whether the question should rely entirely on the selected dataset.
#### Filter available rows
In the **CSV Filter (formula)** field, reference dataset columns with `row.`.
You can use any column exported in the dataset inside the filter.
With the example dataset above, valid references include:
* `row.Id`
* `row.Name`
* `row.SiteAddress__c`
* `row.SiteArea__c`
* `row.SiteType__c`
* `row.Inspection__c`
Use this filter to show only rows that match specific values.
In this example, the filter keeps only Site records where `SiteArea__c > 500`.
For example:
* `row.SiteArea__c > 500` keeps only large sites
* `row.SiteType__c == "Industrial"` keeps only industrial sites
* `row.Inspection__c == inspection_id` keeps only sites linked to the current Inspection
The available options now include only records where `SiteArea__c` is greater than `500`.
#### Remove duplicate values
If the dataset contains repeated values in the same column, the question can show duplicate options.
Enable `Remove duplicate values from CSV` to keep only one option for each repeated value.
### Demo: Select Employees based on their Company
{% hint style="warning" %}
**Prerequisite for this example:**
* Create a **Companies** dataset.
* Create an **Employees** dataset with a `Company__c` lookup field.
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#### Step 1: Set up the company Select question
Add a **Select** question with the API name `company`.
Select the **Companies** dataset.
Use `Name`, or another readable field, as the label.
Use `Id` as the value. This value will be used to filter the **Employees** dataset.
#### Step 2: Set up the employees Multi-Select question
Add a **Multi-Select** question.
Select the **Employees** dataset.
Use [Filter available rows](#filter-available-rows) to keep only employees linked to the selected company.
In this example, use:
`row.Company__c == company.value`
{% hint style="success" %}
**Tip:**\
\
If you want to get the company ID from the form launch URL, or from a Salesforce field on the record where the form is launched, configure a hidden text question with [Prefill](https://docs.sharinpix.com/forms/form-elements/form-features-default-or-prefill-values). You can then reference that hidden field in the filter instead.
{% endhint %}
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