how to add more picklist values in salesforce

Controlling Fields, Dependent Picklists, and Narrowing Values.

• From the management settings for the object you want to add a field to, click Fields & Relationships.
• Click Field Dependencies.
• Click New.
• Choose a controlling field and dependent field.
• Click Continue.
• Use the field dependency matrix to specify which dependent picklist values are available when a user selects each controlling field value.
• Optionally, click Preview to test your selections.
• Click Save.

Full Answer

How to create a Salesforce flow dependent picklist?

Create Picklists. Start by creating a global picklist value set called Region. From Setup, click Home. Enter Picklist Value Sets in the Quick Find box and select Picklist Value Sets. Click New and fill in the details. Click Save. Next, create a custom picklist field called Region on the lead and account objects.

How to set a picklist default value?

Set default value (preselected value) for drop down list with formula. To set default value for the drop down list, you need to create a general drop down list first, and then use a formula. 1. Create a drop down list. Select a cell or a range that you want to place the drop down list, here is K1, and click Data > Data Validation. See screenshot:

What are the levels in Salesforce?

• Senior Level
• 4-5 years (implementing complex security models in Salesforce) + 2-3 years (Salesforce experience)
• No Prerequisites
• 400

What is Salesforce CRM pricing?

Salesforce

• Essentials plan for all-in-one sales and support is $25 per user/per month, billed annually
• Professional plan offering complete CRM for any size team is $75 per user/per month, billed annually
• Enterprise plan offering deeply customizable sales CRM for your business is $150 per user/per month, billed annually

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How many picklist values can be added Salesforce?

You can have up to 500 picklist global value sets in an org. There's no limit on the number of custom picklists that use global picklist value sets.

How do I load multiple picklist values in Salesforce?

When updating values for multi-select picklist fields using Data Loader, remember to always:On the CSV file on the column where it has the multi select make sure to separate values using semi colon (;). ... Once it is done open up dataloader click on the update button and follow through the process.More items...

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 you add a picklist value in Salesforce 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 multiple picklist in Salesforce?

Go to the fields area of the object you want to create a picklist field for. In the custom fields related list, click New. Select Picklist or Picklist (Multi-Select), and then click Next. Enter a label for the picklist field.

How do I add 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 I create a changeset in Salesforce?

Create and upload a change set in your source sandbox organizationLog in to your sandbox.Navigate to Setup and enter change set into the Quick Find box.Click Outbound Change Set.Click New.Enter the new Change Set name and description, then click Save.From the "Change Set Components" related list, click Add.More items...

How do I use changeset in Salesforce?

Deploy a Change SetFrom Setup, enter Inbound Change Sets in the Quick Find box, then select Inbound Change Sets.Click Deploy next to the change set you want to deploy. If you prefer to review the change set before deploying it, first click the name of the change set to view its detail page. When ready, click Deploy.

Can we add standard field to changeset Salesforce?

Standard fields and standard picklists are those that change frequently between organizations. Unfortunately, Salesforce changeset does not support deployments of these components.

How do I update multiple select picklist values in Salesforce?

0:003:37Updating Multi-Select Picklists with Flow in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipHey everyone i have a pretty quick tutorial today on something that i learned and it might be usefulMoreHey everyone i have a pretty quick tutorial today on something that i learned and it might be useful to others. So i have a requirement from the client to update this multi-select pick list

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...•

Does dataloader trigger validation rules?

Does data loader trigger validation rule or workflow rule when you import records? If you have data load activity not on regular basis then you can turn off the validation rule and deactivate the workflow rule to load and revert them once data load is completed.

Can you change the name of a field in Salesforce?

Some out-of-the-box Salesforce picklist fields do not allow administrators to change the API Name; however, you can change the field label using “Rename Tabs and Labels” from the Setup Menu. For example, the “Stage” field on the Opportunity object cannot be modified in terms of an API Name; but can be relabeled to a different display name ...

Can you modify a picklist in Salesforce?

If you have been using Salesforce for a while , you probably have been faced with the need to modify Salesforce picklist values in your environment. While this may seem like a simple task, if not thought out properly, modifying Salesforce picklist values can lead to various complications down the road ranging from reporting challenges ...

What is an index field in Salesforce?

What makes a good index candidate is pretty advanced. Salesforce automatically analyzes performance and periodically assigns fields to be indexed.

Can you change the picklist field type?

With all the options for picklist fields, rest assured you can change the field type when necessary. For example, if you have a custom picklist field and decide you want to make it a multi-select picklist, you can do that.

Can you use multi select picklists as dependent?

Multi-select picklist fields can be dependent, but not controlling fields. You can set default values for controlling fields but not for dependent picklists. If your org uses record types, choose a record type to test how it affects your controlling and dependent picklist values.

Introduction

Sales Operations divides AW Computing’s sales territory into regions and zones. Yuko Ishikawa would like to be able to identify each account record by its region and zone.

Create Field Dependencies

Create a dependency between these two picklists, so that when a Region is selected, only respective zones are available in the Zone field.