how to create a shared picklist salesforce

Custom Picklists.

• In Setup, click the Object Manager tab, and then select the object to contain the picklist field.
• Click Fields & Relationships.
• Click New. Select Picklist, and then click Next.
• Enter a Label for the picklist field. The Field Name is automatically assigned. The Field Name is often also called the “API name” since it’s a way to ...
• Select Enter values, with each value separated by a new line.
• Enter your values.
• Optionally, sort the values alphabetically or use the first value in the list as the default value, or both. If you select both options, Salesforce ...

Full Answer

How to create a picklist in Salesforce?

Select the “Picklist” data type radio button and then click the “Next” button. In the details page, enter all the required fields. Select the “Enter the values, with each value separated by a newline” radio button. Give the values to picklist and then select the checkbox when you require it.

How do I work with picklists and multi-select picklist formulas?

See Tips for Working with Picklist and Multi-Select Picklist Formula Fields for more information. In Lightning Experience, select/deselect values from a multi-select picklist by holding the Crtl (Windows) or Command (Mac) key on your keyboard while clicking the last active entry.

Can I change the picklist values in the lead source picklist?

The same values are also used on the Account object for the Account Source picklist field. When you change a value from that set in the Lead Source picklist settings, the change also appears in the Account Source picklist field values. For more flexibility, you need a custom picklist field.

Can my users select more than one value from a picklist?

When you create a custom picklist, notice the Picklist (Multi-Select) option, too. Pick this option if you want your users to select more than one value from the picklist. When a user picks more than one value, the selected values show in the field, separated by a semicolon. Do they have to select more than one value? No. They can select only one.

How do I create 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 create a custom 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 make a multi select picklist?

Creating Picklist (Multi-select) Data Type FieldSelect the “Picklist (Multi-Select)” radio button and then click the “Next” button.In the details page, enter all the required fields, follow previous picklist creating (step 8) and click the “Next” button.More items...•

How do I create a master picklist in Salesforce?

The master picklist is a complete list of picklist values that can be used in any record type.From the management settings for the appropriate object, go to the fields area.Click Edit next to the appropriate picklist. ... Add any new picklist values to be included in any record type.Click Save.

How do I create a dropdown list in Salesforce?

How to create Dynamic Drop-Down in Visualforce Pageapex:selectlist & apex:selectoption.Dropdown with a list of Strings.Record type dropdown.Support.

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.

What is the difference between picklist and multi-picklist?

Picklist let's users select one answer only. Multi-picklist gives options for users to select more than one answer.

What is multi-picklist in Salesforce?

Description. Multi-Picklist fields allow you to select multiple values on your records for various use cases. You have the ability to define values on creation of the field and after creation you can continue to add and remove other values.

What is a dependent picklist?

A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field . Controlling fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record.

What is a master picklist in Salesforce?

The master picklist is a complete list of picklist values that can be used in any record type. The master picklist is independent of all record types and business processes. If you add a picklist value to the master picklist, you must manually include the new value in the appropriate record types.

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.

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...

What is a standard picklist in Salesforce?

Standard Picklists. Standard picklists are the ones that are included in your Salesforce org before any customization. Examples include the Lead Source picklist on the Lead object, the Opportunity Stage picklist on the Opportunity object, and others. Standard picklist fields are included for the common fields you likely want on standard objects ...

What is a custom picklist?

Custom picklists are the ones you create. You can add your own values and configure a custom picklist’s behavior. As you create a new custom field, select Picklist as the field type.

What is dependent picklist?

A dependent picklist filters values for one picklist based on a selection from another picklist or a checkbox (the controlling value) on the same record. Say your bakery has a hundred different kinds of cookies, and you want to guide customers with gluten or nut allergies to cookies that don’t have gluten or nuts.

What happens if you don't restrict a picklist?

With a restricted picklist, your picklist data stays clean. Admins with the permission to edit the field can continue to add and edit values.

How to undo a selection in Lightning Experience?

In Lightning Experience, select/deselect values from a multi-select picklist by holding the Crtl (Windows) or Command (Mac) key on your keyboard while clicking the last active entry. Or, use a “None” value option to undo the current selections.

Why do we use picklists?

Picklists help simplify data entry and standardize values. They guide users to the values they need and make data entry quick. They’re not ideal for long entries, or values that are unique. For example, picklists are great for selecting a cookie, not so great for a customer’s street address or last name.

Is a standard picklist a standard value?

Standard picklist fields sometimes share a standard value set. For example, on the Lead object, the Lead Source picklist values are part of a standard value set. The same values are also used on the Account object for the Account Source picklist field.

How to create a picklist field in Rails?

Creating A Picklist Data Type Field. Step 1. Login to trailhead and Launch “trailhead playground” or “Developer Edition”. Step 2. Click the “Gear” icon and then click the “Setup” option. Step 3. On the setup page, click the “Object Manager” at the top of the page. Step 4.

How to create a new field data type page?

We are already creating a new field data type page. Step 1. Select the “Picklist (Multi-Select)” radio button and then click the “Next” button. Step 2. In the details page, enter all the required fields, follow previous picklist creating (step 8) and click the “Next” button. Step 3.

What is a picklist in salesforce?

In salesforce also the description is same Picklist allows to contain multiple values and pick One among them or Multiple among them. Picklist Characteristics. Picklist values are Static and can not defined dynamically. Picklist values are maintained by Administrator. Picklist values are displayed as drop down ...

How many characters can be in a picklist?

Custom Picklist can have 1,000 entries and 255 characters per entry. Custom multi-select picklist can have up to 150 values and 40 characters per value. For multi-select picklist, users can select up to 100 vales at the time on a record.