- 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 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.
- Select other field settings as needed and click Next.
- Set field-level security for the picklist field, and then click Next.
- Choose the page layouts on which to include the picklist field, and then click Save.
- 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.
How do I create a global picklist in Salesforce?
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. Select other field settings as needed and click Next.
How do I alphabetize values in a picklist in Salesforce?
If you select both options, Salesforce alphabetizes the entries and then sets the first alphabetized value as the default. Click Save. To move values or re-alphabetize them, use Reorder. Let’s go back and take a look at the page where you set a custom picklist’s properties.
Do you know which picklist values make a good global value set?
You don’t always know which picklist values make a good global value set before you’ve started using a picklist field. But don’t worry. If you find that a particular set of values for one field makes a good set for another field, you can promote the existing value set to a global value set.
How do I create a global value set in Salesforce?
Enter a label for the global value set. This name identifies the set in Setup, and appears as Values option when users create a picklist field. To tell users what these values are for, enter a specific description of the global value set.
How do I change a picklist to use a global value set?
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 add a picklist value in Salesforce lightning?
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 are global picklist set in Salesforce?
A Global Picklist means a picklist which you can access for all salesforce objects. In other words if you are creating any picklist, this picklist you can use for your Account, Lead, Opportunity and custom object etc. A global picklist is a restricted picklist by nature.
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 load a picklist value 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 value set 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 deploy a picklist value set in Salesforce?
Set up picklist from 1 org to anotherRetrieve the picklist values from the source org via ANT using package. xml.Delete the picklist values from the target org via ANT, by using "destructiveChanges. xml." This works as package. ... Now, use the retrieved ANT from source org to deploy into target org.
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 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 remove a global value set from picklist field?
The following steps remove existing values.Navigate 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.
How do I deploy a field dependency in Salesforce?
Salesforce Field Dependencies deploymentGo to Setup - Deploy - Outbound Change Sets.Create new Change Set, type a Name and Description, always add description on what will be add into this change set.In the Change Set Components, look for Custom Field.More items...•
Why is a picklist important?
Picklists are great for directing data entry and managing values for data consistency.
Why is consistency important in picklists?
Consistency of values across more than one picklist makes it easier to enter the right values, and your data is more reliable . As you change the values in a global value set, the revised values show up in all the picklists using it.
What happens when you delete a global value?
Deleting a value in a global value set goes to the background jobs queue. When the job completes, your picklist is updated and you’re notified by email.
Can you change the default value of a global value set?
As with other picklist values, you can reorder, replace, and change the default value of a global value set. You can also edit, delete, and deactivate individual values. Keep in mind, the changes apply to all picklist fields that use the global value set.
Can you convert global value sets to unrestricted?
Global value sets are always restricted. You can’t convert them to unrestricted. This protects your values, because changing global value set values modifies the values for all the fields that reference the global value set.
Do you know if a picklist is a global value?
You don’t always know which picklist values make a good global value set before you’ve started using a picklist field. But don’t worry. If you find that a particular set of values for one field makes a good set for another field, you can promote the existing value set to a global value set.