To add permissible Picklist Values (which a user can then pick from, hence meta data) to a Picklist Field on an Object, it has to be done via the Salesforce UI. Setup > Create > Object Once you've set up these picklist values and you want to load in data records into the object, it is then that you will use the DataLoader.
Can we import the picklist values in Salesforce?
You can import up to 100 values at a time in a multi-select picklist field. If you have more than 100 values in your import file for any one record, the import wizard leaves the field blank in that record. Checkboxes—To import data into a checkbox field, use 1 for checked values and 0 for unchecked values.
How do I load a picklist value in Salesforce?
Add or Edit Picklist ValuesNavigate to the fields area for your object.In the Custom Fields & Relationships related list, click the name of the picklist field to update.In the Values section, click Edit next to a value.Change the value's name, and optionally make the value the default for the master picklist.More items...
How do I upload multiple select picklist values in Salesforce?
Update 'multi-select' picklist field values with Data LoaderPrepare your data in Excel.Replace the (;) from the multi select fields with a different symbol (make sure that this symbol is not used in the text e.g.#)convert the Excel sheet into CSV delimited.Open the sheet in Notepad, replace all Semicolons with commas.More items...
How do you assign picklist values to record types?
Choose Picklist Values for a Record TypeClick. , then click Setup.Click the Object Manager tab.Click the name of the object whose record type you want to update, then click Record Types.Click the record type name.Click Edit next to the picklist field to change its values.Add or remove values as needed.Click Save.
How do you load a picklist value using data loader?
Go to Setup-->Object (what ever)-->Fields-->Picklist field . Check the Active and Inactive Values. Your data laoder inserted value will be listed under inactive ones. Make it Active and if you are using record types, make sure to add those values to correct Record Type as well.
How do I create a dynamic picklist in Salesforce?
Set Up a New Dynamic PicklistAdd a Drop-Down Menu field to your form.Click on the field and choose Choices.Click Salesforce Dynamic Picklist.Select your existing authorization or connect to a new account. ... Click Next.Select your Choices source by clicking on the Get choices from the dropdown box.
What is the difference between picklist and multi-picklist?
Picklist let's users select one answer only. Multi-picklist gives options for users to select more than one answer.
What is multiselect picklist?
Multi-Picklist fields allow you to select multiple values on your records for various use cases. You have the ability to define values on creation of the field and after creation you can continue to add and remove other values.
How do I make a multi select picklist?
Creating Picklist (Multi-select) Data Type FieldSelect the “Picklist (Multi-Select)” radio button and then click the “Next” button.In the details page, enter all the required fields, follow previous picklist creating (step 8) and click the “Next” button.More items...•
How do you update a picklist value in Salesforce dynamically?
Add or Edit Picklist ValuesNavigate to the fields area for your object.In the Custom Fields & Relationships related list, click the name of the picklist field to update.In the Values section, click Edit next to a value.Change the value's name, and optionally make the value the default for the master picklist.More items...
How do you restrict picklist values based on record type in Salesforce?
PiyushClick Field Dependencies.Choose a controlling field and dependent field.Click Continue.Use the field dependency matrix to specify the dependent picklist values that are available when a user selects each controlling field value.Optionally, click Preview to test your selections. ... Click Save.
What is master picklist in Salesforce?
The master picklist is a complete list of picklist values that can be used in any record type. The master picklist is independent of all record types and business processes. If you add a picklist value to the master picklist, you must manually include the new value in the appropriate record types.