Slaesforce FAQ

how to change picklist to global picklist in salesforce

by Dr. Juanita Jast V Published 2 years ago Updated 2 years ago
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Click Fields & Relationships. Click New. Select Picklist, and then click Next. Enter a Field Label. Keep the default Values option (Use a global value set) and then choose the global picklist you want to use from the picklist.

Go 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.

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 promote a picklist to global picklist in Salesforce?

Promote Existing Field Values to a Global Value SetGo to the Fields & Relationships section of the object that contains the picklist you want to convert.Click the Field Label for the picklist.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 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 create a global picklist?

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...

What is global picklist 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 change global value sets 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 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.

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.

How do you change a global value set?

Promote Existing Field Values to a Global Value SetGo to the Fields & Relationships section of the object that contains the picklist you want to convert.Click the Field Label for the picklist.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 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 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 global picklist in Salesforce?

As a Salesforce Admin, you’ve probably dealt with picklists a lot. Last year, we released a new feature called Global Picklists to help Admins manage their picklists (if you haven’t learned about that yet, go here ). Almost immediately after the Global Picklists feature was released as a Pilot program, a new idea appeared in the Success Community to allow existing picklists to use global value sets. The idea crossed 10,000 Idea Exchange points in less than a year and became one of the fastest-growing ideas of all time. We clearly couldn’t ignore it!

Can you add a new field to a page?

A newly created field won’t be added to any of your page layouts where you used to have your old field. You have to add it manually. Also, by default the new field won’t be visible and you’ll need to set up appropriate field-level security settings.

Can you use global picklists on restricted fields?

Since global picklists are restricted, admins can only use this app on fields that are also restricted. You can convert an existing picklist field to restricted if that picklist field has less than 1,000 values (active and inactive combined).

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