Salesforce: Default Picklist Value
- Navigate to Setup | Customize | Contacts | Fields
- Look for the picklist and click it
- Click the Edit link for the field needs to be set as default
- Select "Make this value the default for the master picklist", if any other value selected as default prior, it will be auto deselect.
- Click Save button
How to create global picklist in Salesforce?
- 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.
- Click Enter values, with each value separated by a new line and paste these values. ...
- Enter 6 for # Visible Lines.
What are the types of custom settings in Salesforce?
Note
- Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom objects you’re using for configuration. ...
- Replace __c with __mdt By now you’re comfortable with the idea that custom metadata types use the __mdt suffix instead of the classic __c suffix. ...
- Replace Apex Code with SOQL Queries
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 set a picklist default value?
Set default value (preselected value) for drop down list with formula. To set default value for the drop down list, you need to create a general drop down list first, and then use a formula. 1. Create a drop down list. Select a cell or a range that you want to place the drop down list, here is K1, and click Data > Data Validation. See screenshot:
How do I default a picklist value in Salesforce flow?
0:3213:32Salesforce Flow Default Picklist Value - Part 1 - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe picklist radio button and multi. Select. So we're going to be checking out how the defaultMoreThe picklist radio button and multi. Select. So we're going to be checking out how the default values interact with each of these four these default ones that I have here I added in choice regular.
How do I change the default value for a field in Salesforce?
To set the default value of a field:Select the field.Click Configure in the Properties pane.Select the source of the default value. Option. Description. Fixed Value. Use when you want to specify the value. For example, for a text field, you could add default text. ... Set the default value.Click Save.
How do I change the default stage in Salesforce?
Salesforce: Setting Default Values in Salesforce PicklistsNavigate to: ... Look for the Stage field (or the field you want to set the default) and select it. ... Click the Editlink next to the Status Value to be set as default.More items...•
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 change the default input value?
Input Text defaultValue PropertyChange the default value of a text field: getElementById("myText"). defaultValue = "Goofy";Get the default value of a text field: getElementById("myText"). defaultValue;An example that shows the difference between the defaultValue and value property: getElementById("myText");
How do I set the default picklist value in lightning component?
To do this, click on a picklist field and click edit on the values assigned to the picklist. Click edit on value and you will see the default option. Now we can edit any existing picklists or create new ones and set the default value. Hope this helps on your salesforce journey!
How do I customize stages in Salesforce?
Add or change an Opportunity stage in Salesforce ClassicNavigate to Setup.Under 'Build', click Customize | Opportunity | Fields.Click the 'Stage' field.Click 'New' to add a new stage. ... For new Opportunity stage values, select the Sales Process to be associated. ... Click 'Save'
What is an opportunity stage?
Opportunity stages describe the high-level phases within your sales process. In a CRM system, salespeople update the opportunity stage as the deal moves through the sales process. Having realistic opportunity stages is critical for sales managers because you get much better pipeline visibility.
What is Stage field in Salesforce?
Opportunity Stages is simply a Picklist field (or dropdown) in Salesforce. The field has a finite number of values that a user can select from, and will usually move along these values in a linear fashion. Out of the box, Salesforce has a number of default values.
How do I create a global picklist 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 edit a global picklist 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 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.
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Can you set a default value in stage?
Hi Adrian, as you probably know the Stage doesn't have a feature to set a default value. When you create a new Opportunity you must pick a value for stage field. Therefore if you want to have a default value, the user must select a value and then you can override it. For me and my users this doesn't work, what they wanted is something with the default already there. The Javascript validation that works on standard Opp page avoid you using a workflow or trigger for doing that.
