Slaesforce FAQ

how to edit status picklist values in salesforce lightning

by Eli Anderson Published 2 years ago Updated 1 year ago
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Repro 1) Setup>Customize>Leads>Fields 2) Next to the "Qualified" (or whatever 'converted' status available in the picklist), click Edit

Add or Edit Picklist Values
  1. Navigate to the fields area for your object.
  2. In the Custom Fields & Relationships related list, click the name of the picklist field to update.
  3. In the Values section, click Edit next to a value.
  4. Change the value's name, and optionally make the value the default for the master picklist.

Full Answer

How to manage picklist values in Salesforce?

Manage Picklist Values 1 In Setup, click the Object Manager tab, and then select the object associated with your picklist field. 2 Click Fields & Relationships. 3 Click the picklist’s Field Label to see the field’s detail page.#N#You see your values in the Values related list More ...

How do I change the value of a picklist field?

In 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 have a few options on this page: New: Create a new value. Reorder: Rearrange the existing values. Replace: Replace an existing value.

How to get selected value of attribute associated with lightning select?

"value" attribute in lightning:select helps in pre-populating the default picklist value. So in controller, you can directly get the value of attribute associated with lightning:select in order to get selected value for picklist. When you are not sure of picklist options, then you can use dynamic picklist option.

How to get values for custom fields created in Salesforce?

Different scenarios includes like passing picklist options from apex controller or using describe to get values for custom fields (picklist) created in salesforce. If the picklist label (displayed on UI) and values are similar then you can create an attribute of type "List" and use "aura:iteration" to create picklist options dynamically on UI.

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How do I change the status picklist in Salesforce?

From the management settings for ideas, go to Fields. Click Edit next to the Categories or Status standard field. On the picklist edit page, click New to add new picklist values to the standard field. You can also edit, delete, reorder, and replace picklist values.

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 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 you control picklist values among the users in Salesforce?

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 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 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 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 you load a picklist value using data loader?

Go to Setup-->Object (what ever)-->Fields-->Picklist field . Check the Active and Inactive Values. Your data laoder inserted value will be listed under inactive ones. Make it Active and if you are using record types, make sure to add those values to correct Record Type as well.

How do I delete bulk inactive picklist values in Salesforce?

2:5614:25Summer22 Release - Beta Feature Bulk Delete Inactive Picklist ValuesYouTubeStart of suggested clipEnd of suggested clipAnd here you can see that we have big list settings let's navigate to the piglet settings. And hereMoreAnd here you can see that we have big list settings let's navigate to the piglet settings. And here you can see bulk delete inactive pick list values.

How do you restrict picklist values?

Restricted PicklistsGo to the picklist detail page and select Edit.Select Restrict picklist to the values defined in the value set.Click Save.

How do I restrict a picklist?

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 create a validation status?

Create a Validation StatusFrom. , choose Setup.In the Quick Find box, enter Validation Statuses .Click Validation Statuses.Click New.Enter the picklist item. ... Select the record types that use this picklist value. ... Click Save.Maria makes Work in Progress the default value by checking Default.

Why is case status picklist not available?

If I'm not wrong, Case Status picklist field is not available for record types because they are used exclusively for sales processes. You might want to come up with a custom picklist and use that to assign values based on record types. Hi, Ya you are right, Status picklist is not available.

Can status field be customized?

It is only a business relevant feature as the status field is the most process-specific field on a case. The status field cannot be customized on a record type, it can only be customized in a support process. You need to sign in to do that.

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.

What is inline editing in Salesforce lightning?

Inline editing is a feature by which we can edit a record without pressing the edit button. We can go to the detail page, doubles click on a field, changes to a new value and click on Save and field value is updated to the new value.

Why is my inline edit disabled Salesforce?

The Inline Editing feature may be disabled for List Views when there are more than five (5) Lines of Filter Criteria or when you add Filter Logic. Reduce your Filter Criteria and/or remove Filter Logic, save your List View and try Inline Editing again.

Which fields are not editable with the inline editing in list view?

Full Name fields on Person Accounts, Contacts, Leads, and Opportunities aren't inline editable; however, their component fields are, such as First Name and Last Name. Take note that this also includes the record owner field.

Monday, December 24, 2018

Through this blog, I am going explain different syntax which can be used to create drop down (picklist) in lightning along with setting their their default values and fetching the user selected values in controller.js functions.

How to set or get picklist (drop down) values in Lightning Components

Through this blog, I am going explain different syntax which can be used to create drop down (picklist) in lightning along with setting their their default values and fetching the user selected values in controller.js functions.

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