Slaesforce FAQ

how to change global value set in salesforce

by Prof. Percy Medhurst III Published 3 years ago Updated 2 years ago
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  • 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. This name identifies the set in Setup, and appears as Values option when users create a picklist field.
  • To tell users what these values are for, enter a specific description of the global value set. This text appears on the Picklist Value Sets list page in Setup.
  • Enter the values, one per line.
  • Optionally, choose to sort the values alphabetically or to use the first value in the list as the default value, or both. ...
  • Click Save. To move values or re-alphabetize them, use Reorder.

Full Answer

Why do I need to change global value set values?

This protects your values, because changing global value set values modifies the values for all the fields that reference the global value set. While you can edit them, later, be mindful to create values that make sense across multiple fields.

How do I edit the label of a global value set?

Click the Label of the global value set to see its details. Notice it looks and behaves just like a picklist field detail page. On this detail page, you can: Click Edit at the top to change the Label, API Name, or Description of the set.

What are global value sets in managemanage?

Manage global value sets. Promote an existing field’s values to a global value set. Global value sets let you share the same picklist values with more than one picklist field. Imagine your bakery has several places where it needs to list ingredients.

How to create global value set in AutoCAD?

Create a Global Value Set 1 From Setup, enter Picklist in the Quick Find box, then select Picklist Value Sets. 2 Next to Global Value Sets, click New. 3 Enter a label for the global value set. ... 4 To tell users what these values are for, enter a specific description of the global value set. ... 5 Enter the values, one per line. More items...

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How do I change the global value set in field in Salesforce?

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

How do I edit global picklist values 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 you remove a global value set from a field?

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 add a global value set 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 value in Salesforce?

When viewing the picklist values of a Salesforce field, use the “Replace” button and enter the value to replace. Then select the value to replace it with.

What is global value set in Salesforce?

A global Picklist value set is a restricted Picklist by nature. Only a Salesforce administrator can add to or modify its values. Each value set can have total 1000 values including both active and inactive and each salesforce org can have 500 global Picklist value sets.

What is global value set?

A global Picklist value set is a restricted Picklist by nature. Only a Salesforce administrator can add to or modify its values. Each value set can have total 1000 values including both active and inactive and each salesforce org can have 500 global Picklist value sets.

How do I disable restrict picklist to the values defined in the value set in Salesforce?

Remove the default value: PicklistSelect 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.

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.

How do I access 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.

How do I make a picklist unrestricted in Salesforce?

You cannot uncheck the restriction if the picklist is using a Global value set. A global picklist is a restricted picklist by nature. Only a Salesforce admin can add to or modify its values. You would need to create a new field in order to remove the custom field's connection to a Global value set.

File Suffix and Directory Location

GlobalValueSet components have the suffix .globalValueSet and are stored in the globalValueSets folder.

Version

GlobalValueSet components are available in API version 38.0 and later. In API version 37.0, this is the GlobalPicklist type.

Declarative Metadata Sample Definition

The following UpsellGlobal.globalValueSet is an example of a GlobalValueSet component.

Wildcard Support in the Manifest File

This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.

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