Add or Edit Picklist Values
- Navigate 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.
- Navigate 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.
What is a multi select picklist in Salesforce?
- The maximum number of characters you can have in a picklist depends on the type of picklist.
- The combined size of the selected picklist values must be less than 240 characters when selecting picklist values for a list view filter.
- For standard picklists, each value can have up to 255 characters without line breaks and returns.
How to get picklist value in Salesforce formula?
Formula for picklist value to text field. Need the formula to take values from a custom picklist to custom field. The scenario is that I have a picklist containing multiple values and I need to have whatever is selected on 'that' picklist be reflected in another field which is in another 'custom object'. I have seen similar posts to mine but ...
How to edit standard field in Salesforce?
- How data is organized in Salesforce
- What standard objects and fields are
- Why you should change the default names
- What to know before making changes
- A step-by-step guide on how to do it
What is dependent picklist in Salesforce?
Dependent picklist is very useful within the Salesforce CRM for many reasons. It is used to limit the list of values in one picklist based on the value of another picklist.Dependent Picklist allows to contain multiple values and pick value one among them or Multiple values among them. Dependent fields depends upon controlling field.
How do I change the picklist in Salesforce?
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.
Where is the 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.
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 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.
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 I switch from picklist to global picklist?
You manage the values in the global value set or edit the custom picklist field to use different values.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.More items...
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 controlling and dependent picklist in Salesforce?
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.
How do I create a multi dependent picklist in Salesforce?
Create a custom picklist field called Close Reason, editable by Sales Users only.From Setup, click Object Manager and select Opportunity.Select Fields & Relationships, and click New.Select Picklist (Multi-Select) as the Data Type, then click Next.Enter Close Reason as the Field Label.More items...
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 add picklist values to change a set?
Add the Record Type under the Change Set Components if necessary. Click on View/Add Dependencies. Select the required dependencies, including the picklist fields. Click Add to Change Set.
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.
Can you change the name of a field in Salesforce?
Some out-of-the-box Salesforce picklist fields do not allow administrators to change the API Name; however, you can change the field label using “Rename Tabs and Labels” from the Setup Menu. For example, the “Stage” field on the Opportunity object cannot be modified in terms of an API Name; but can be relabeled to a different display name ...
Can you modify a picklist in Salesforce?
If you have been using Salesforce for a while , you probably have been faced with the need to modify Salesforce picklist values in your environment. While this may seem like a simple task, if not thought out properly, modifying Salesforce picklist values can lead to various complications down the road ranging from reporting challenges ...
What is an index field in Salesforce?
What makes a good index candidate is pretty advanced. Salesforce automatically analyzes performance and periodically assigns fields to be indexed.
Can you change the picklist field type?
With all the options for picklist fields, rest assured you can change the field type when necessary. For example, if you have a custom picklist field and decide you want to make it a multi-select picklist, you can do that.
Can you use multi select picklists as dependent?
Multi-select picklist fields can be dependent, but not controlling fields. You can set default values for controlling fields but not for dependent picklists. If your org uses record types, choose a record type to test how it affects your controlling and dependent picklist values.