Slaesforce FAQ

how to add items to a picklist in salesforce

by Prof. Mitchel Conroy Sr. Published 2 years ago Updated 2 years ago
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Go to Setup > object > fields, click on field and Click on New to add the new picklist values. For reference Click on the Field Label Name of the field you wish to edit In the Pick List Values section, click the " New " button Add the value (s) as desired.

Add or Edit Picklist Values
  1. Navigate to the fields area for your object.
  2. In the Custom Fields & Relationships related list, click the name of the picklist field to update.
  3. In the Values section, click Edit next to a value.
  4. Change the value's name, and optionally make the value the default for the master picklist.

Full Answer

How to add new picklist values in Salesforce?

Go to Setup > object > fields, click on field and then in bottom you will see the button to add in new pick list values. Go to Setup > object > fields, click on field and Click on New to add the new picklist values. For reference

How to count the number of added choices in a picklist?

The formula: LEN ( {!Picklist} ) - LEN ( SUBSTITUTE ( {!Picklist},';','') )+1 When you add a choice from your picklist to a record variable and recordcollection variable, you want to count the added choices so you can stop adding choices when the number of added choices is eqal to the number of selected choices.

How do I add a value to a dependent picklist?

Edit the dependency and make sure the new value has been added in the Dependent Picklist from the Controlling/Master Picklist. 4. To add a value, select the value of the Dependent Picklist and click Include Value. 5. Click Save. Was this information helpful?

How do I edit the pick list values of a field?

Click on the Field Label Name of the field you wish to edit In the Pick List Values section, click the " New " button Add the value (s) as desired. Please check the below link for screenshots.

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How do you add a value to a dependent picklist in Salesforce?

Define Dependent PicklistsFrom the management settings for the object you want to add a field to, go to Fields. ... Click Field Dependencies.Click New.Choose a controlling field and dependent field. ... Click Continue.More items...

How do you update a picklist value in Salesforce with data loader?

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 I change the picklist in Salesforce?

Start the picklist value replace process.For a global picklist value set: Go to the Global Value Set Detail page by clicking the picklist name. In the Values section, click Replace.For all other picklists: Click Replace next to the picklist name.

How do I edit a dependent picklist in Salesforce?

From the management settings for the picklist's object, go to Fields. Click Field Dependencies. Click Edit next to the field dependency relationship you want to change. Use the field dependency matrix to specify the dependent picklist values that are available when a user selects each controlling field value.

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 update a picklist value in Salesforce workbench?

How to update a record that using picklist data type in...Launch https://workbench.developerforce.com/login.php.Login using your admin account.From workbench menu, select Data > Update.Select the object you want to update, then load the import file from your computer.Click Next.More items...•

How do I edit a drop-down menu in Salesforce?

Go to Setup (at the top of the page). On the left hand tool menu, under App Setup, click Customize, then Contacts, then Fields. Then you will see a list of the standard fields and below it a list of custom fields. The drop down menus in Salesforce are called "picklists".

How do I add picklist values to change a set?

Add the Record Type under the Change Set Components if necessary. Click on View/Add Dependencies. Select the required dependencies, including the picklist fields. Click Add to Change Set.

How do I assign a picklist value in Apex?

Lightning Experience instructions:Select the Gear icon | Setup.Click Object Manager.Select the Object that contains the picklist.Select Fields and Relationships.Select the picklist field you wish to change.Click Edit for the picklist value that is set as the Default.Deselect the 'Default' checkbox. ... Click Save.

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 a dependent picklist?

A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field . Controlling fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record.

How do I use dependent fields in Salesforce?

Creating a field dependency fields – Go to setup menu and select the object you want to create field dependency. – Click on filed dependency button & select controlling and dependent fields. See the below screen for reference. Click on continue and select dependent fields under controlling fields.

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