Slaesforce FAQ

how to add to a picklist in salesforce

by Prof. Moises Pagac MD Published 2 years ago Updated 2 years ago
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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.

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 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.

What is list class in Salesforce?

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How to create a related list in Salesforce?

You will want add a custom field to Related Object - B that has a lookup relationship to Primary Object - A. Then it will be available. If Related Object - B does not exist, you will want to create the custom, and then setup the lookup relationship.

How to create lookup relationship in Salesforce?

How to create lookup relationship in salesforce?

  • Step 2. : -Selecting Related to Object. Now select Child object in step 2. ...
  • Step 4. :- Establishing Field Level Security for reference field. Make sure the Field level Security is visible for all profiles.
  • Step 5 :-. Select the Page layout for child object field. Click on Next button.
  • Step 6 :- Adding custom related lists. Click on Save button as shown above. ...

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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 I add a picklist value in Salesforce changes?

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 use picklist in Salesforce?

Custom PicklistsIn Setup, click the Object Manager tab, and then select the object to contain the picklist field.Click Fields & Relationships.Click New. ... Enter a Label for the picklist field. ... Select Enter values, with each value separated by a new line.Enter your values.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 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 deploy picklist value sets?

How to deploy picklist field whose value set was changed from local to global?Create a custom picklist field with some values in a sandbox environment.Deploy this field to your production environment in a change set.In your sandbox environment, promote the picklist field to a global value set.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 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 I add a picklist value to a record type in Salesforce?

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 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 add a global picklist to an object in Salesforce?

From Setup, enter Picklist in the Quick Find box, then select Picklist Value Sets.Next to Global Value Sets, click New.Enter a label for the global value set. ... To tell users what these values are for, enter a specific description of the global value set. ... Enter the values, one per line.More items...

How can you control picklist values what users see?

Manage Picklist ValuesIn Setup, click the Object Manager tab, and then select the object associated with your picklist field.Click Fields & Relationships.Click the picklist's Field Label to see the field's detail page. You see your values in the Values related list.

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 ...

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.

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