Slaesforce FAQ

how to edit drop lists salesforce

by Zane Gusikowski Published 3 years ago Updated 2 years ago
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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". So find the one you need to edit and rather than click edit, you will click the name of the picklist field.

The drop down menus in Salesforce are called "picklists". So find the one you need to edit and rather than click edit, you will click the name of the picklist field. At the bottom you will see a list of picklist values, which you can add to, delete from, reorder, etc. Perfect - thanks so much.May 28, 2010

Full Answer

What is drop down list in Salesforce?

Drop-Down Lists If the drop-down list is a picklistfield—that is, a field in a Salesforce object—follow the guidelines for field names. If the drop-down list isn't a field in an object but simply a user interface widget, don't use any special font when referring to it.

How do I edit drop down menus in Salesforce?

The drop down menus in Salesforce are called "picklists". So find the one you need to edit and rather than click edit, you will click the name of the picklist field.

How do I edit or delete a drop-down list?

For example: To edit or delete any list view you created, click Editnext to the View drop-down list. Don't use quotation marks or any special formatting for drop-down list names.

What List View buttons are available in Salesforce?

Salesforce offers many standard buttons for list views, including many Mass Quick Actions. For example, on a "Leads" list view, the "Change Owner" and "Change Status" buttons are available. You can also create your own custom list view buttons and add them to list views when your button uses the "List Button" display type.

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How do I create a dropdown field in Salesforce?

Setup - Customize - Fields - Click on the Location Field, scroll down to picklist values and click on New to add new values and if you want to edit the existing options click on edit next to the option name and change the value.

How do I add a value to an existing picklist in Salesforce?

How do I add new values to an existing picklist? Go to Setup > object > fields, click on field and then in bottom you will see the button to add in new pick list values. Click on the Field Label Name of the field you wish to edit In the Pick List Values section, click the "New" button Add the value(s) as desired.

Which control is used for a drop down list 1 point?

Introduction. Use the DropDownList control to create a single-selection drop-down list control.

How does a drop down list work?

Data entry is quicker and more accurate when you use a drop-down list to limit the entries people can make in a cell. When someone selects a cell, the drop-down list's down-arrow appears, and they can click it and make a selection. You can make a worksheet more efficient by providing drop-down lists.

How do I change a picklist value?

Required Editions and User PermissionsIf necessary, create the replacement value in the picklist edit page. ... Navigate to the picklist. ... Start the picklist value replace process. ... Enter the value to change, and select a new replacement value.More items...

How do I edit a record type picklist in Salesforce?

Select a record type or business process and click Edit next to the picklist field to change its values.Add or remove values as needed. Users can choose from these values when creating or editing records.Optionally, choose a default picklist value. Some picklists require a default value. ... Click Save.

How do I edit a drop-down list in access?

Access CRM: How to edit a drop down list fieldNavigate to the Studio. ... Once in Studio click on Accounts.In the accounts menu, click on Fields.Find the fields that have the dropdowns on them. ... Clicking on these fields will open up the edit feature.More items...

What is the difference between listbox and Dropdownlist?

The following terms are important to understand as you read this article: A standard list box is a box containing a list of multiple items, with multiple items visible. A drop-down list is a list in which the selected item is always visible, and the others are visible on demand by clicking a drop-down button.

How do you write drop down?

When writing documentation or describing a drop-down menu, use "drop-down menu" unless you're describing a function, option, or command with no hyphen.

How do I change a drop-down list based on another cell value?

Creating a Dependent Drop Down List in ExcelSelect the cell where you want the first (main) drop down list.Go to Data –> Data Validation. ... In the data validation dialog box, within the settings tab, select List.In Source field, specify the range that contains the items that are to be shown in the first drop down list.More items...

How do I create a cell dropdown rule in Data Validation?

Add data validation to a cell or a rangeSelect one or more cells to validate.On the Data tab, in the Data Tools group, click Data Validation.On the Settings tab, in the Allow box, select List.In the Source box, type your list values, separated by commas. ... Make sure that the In-cell dropdown check box is selected.More items...

What data type is a drop-down list?

The default "Dropdown list" data-type will save the value you select - which would usually be the display text. Whereas the "Dropdown list with publishing keys" saves the PreValue id (from the database) instead of the text.

How to edit a picklist 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". So find the one you need to edit and rather than click edit, you will click the name of the picklist field. At the bottom you will see a list of picklist values, which you can add to, delete from, reorder, etc.

What is the drop down menu in Salesforce?

The drop down menus in Salesforce are called "picklists". So find the one you need to edit and rather than click edit, you will click the name of the picklist field. At the bottom you will see a list of picklist values, which you can add to, delete from, reorder, etc. Perfect - thanks so much.

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