Slaesforce FAQ

how to change a picklist to a global picklist salesforce

by Miss Layla Doyle II Published 2 years ago Updated 2 years ago
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We have option to do this in salesforce. This feature has been added as part of Summer 2017: Promote Your Picklist Fields to Global Value Sets Promote a single picklist field into a global value set by editing your picklist field and clicking Promote to Global Value Set. A new global value set is created, and the promoted field now references it.

Make Your Custom Picklist Field Values Global
  1. Go to the fields area of the object you want to create a picklist field for.
  2. In the Custom Fields related list, click Edit.
  3. Click Promote to Global Value Set.
  4. Enter a label for the global value set.
  5. Accept the Field Name or edit it.

Full Answer

What is global picklist in Salesforce?

I frequently come across features in Salesforce that are easy to implement and provide good data quality, but are seldom used by new admins. Global Picklist is one of those features. A Global Picklist can be defined to ensure data accuracy and continuity, by providing a central set of values that can be used across multiple objects.

How to convert an existing picklist to a global picklist?

You cannot promote a field to an existing global value set. For your specific situation, converting an existing picklist into a new global picklist, you only have the option to manually click "promote to global picklist" in the target org and there's no way to deploy it.

How to change the data type of a picklist field?

If your picklist field is used in apex class or trigger, then am afraid you can not change its data type. You first need to comment out the places where you are refering it then change the data type of field > Now remove the comments from classes and triggers > Deploy all classes and pages to production.

How to deploy an existing picklist to a new org?

For your specific situation, converting an existing picklist into a new global picklist, you only have the option to manually click "promote to global picklist" in the target org and there's no way to deploy it. That functionality is only accessible through their picklist promotion button in the org.

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How do I replace a picklist with global picklist?

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 create a global picklist 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 do I change a picklist 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 get rid of global picklist from picklist field in Salesforce?

Remove a Picklist ValueNavigate to the picklist. For a global picklist value set: From Setup, enter picklist in the Quick Find box, then select Picklist Value Sets. ... Click the picklist name.To remove a value from the picklist, click Del next to the value's name. Decide whether to replace the value or leave it blank.

How do I create a global picklist?

Creating a Salesforce Global PicklistNavigate to Setup, then click Create.Select Picklists from the drop-down menu.The Global Picklists page will pop out. ... Enter a name for the Label and the Developer Name. ... Enter a description for the picklist (optional).Hit Save. ... Click on the New button on the Picklist Value Set.

What are global picklist set in Salesforce?

A Global Picklist means a picklist which you can access for all salesforce objects. In other words if you are creating any picklist, this picklist you can use for your Account, Lead, Opportunity and custom object etc. A global picklist is a restricted picklist by nature.

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.

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 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 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 get global picklist values in Apex?

Setup -> Object Manager -> Select the Object where the field is -> Click on Fields and Relationships -> Select the field -> Scroll Down and you will see the values.

What happens if I deactivate a picklist value in Salesforce?

Deleting the Picklist value from the available options, will remove the value from the list of available options. If you want that the records with the deleted value to keep the deleted option, you can make the value inactive or export the values and then update a custom field with the values.

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