Slaesforce FAQ

how to make global picklist in salesforce

by Nick Walter Published 2 years ago Updated 2 years ago
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How to Create a Global Picklist in Salesforce

  1. Create a Brand New Global Picklist In Setup, navigate to Picklist Value Set . Click New . Name your picklist value...
  2. Promote an Existing Global Picklist

Creating a Salesforce Global Picklist
  1. Navigate to Setup, then click Create.
  2. Select Picklists from the drop-down menu.
  3. The Global Picklists page will pop out. ...
  4. Enter a name for the Label and the Developer Name. ...
  5. Enter a description for the picklist (optional).
  6. Hit Save. ...
  7. Click on the New button on the Picklist Value Set.
May 13, 2020

Full Answer

How to change the values of a global picklist in Salesforce?

To change the values, the global picklist should be edited. Field Dependency in Salesforce are filters that allow us to change the content of a picklist based on the value of another field checkbox/picklist. There are two terms used in Salesforce Field Dependency:

How do I create a multi-select picklist in Salesforce?

Choose Picklist as the field type and click Next. Fill in the details. Click Next, Next, and then Save. From the Object Manager, click Interested Person. Click Fields & Relationships, then click New. Choose Picklist (Multi-Select) as the field type and click Next.

How do I create a global picklist for a specific breed?

Create a Global Picklist 1 From the Home tab in Setup, enter Picklist in the Quick Find box and select Picklist Value Sets. 2 Click New. 3 Fill in the details. Label: Cat Breed Name: Cat_Breed Values (one per line): Bengal, Sphynx, British Shorthair 4 Click Save.

What are global picklists and how do I use them?

Here are a few important things to note about global picklists: Global picklist values are by default “Restricted Picklists” – integrated systems will not be able to insert new picklist values. You can use Global Picklist Values in field dependencies. You can use Global Picklist Values in validation rules.

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How do I create a global picklist 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...

What is global picklist value in Salesforce?

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 promote a picklist to global picklist in Salesforce?

Promote Existing Field Values to a Global Value SetGo to the Fields & Relationships section of the object that contains the picklist you want to convert.Click the Field Label for the picklist.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 query global picklist in Salesforce?

How to Create a Global Picklist in SalesforceCreate a Brand New Global Picklist. In Setup, navigate to Picklist Value Set. Click New. ... Promote an Existing Global Picklist. This method is good when you have an existing picklist on one object, and you want to use it as the basis for a global picklist.

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 deploy global picklist?

How to deploy picklist field whose value set was changed from local to global?Create a custom picklist field with some values in a sandbox environment.Deploy this field to your production environment in a change set.In your sandbox environment, promote the picklist field to a global value set.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 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 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.

How do I create a dependent picklist in Salesforce?

Define Dependent PicklistsFrom the management settings for the object you want to add a field to, go to Fields. ... Click Field Dependencies.Click New.Choose a controlling field and dependent field. ... Click Continue.More items...

How do I create a picklist field in Salesforce?

Go to the fields area of the object you want to create a picklist field for. In the custom fields related list, click New. Select Picklist or Picklist (Multi-Select), and then click Next. Enter a label for the picklist field.

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.

Create a Global Picklist

From the Home tab in Setup, enter Picklist in the Quick Find box and select Picklist Value Sets.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

File Suffix and Directory Location

GlobalPicklist components have the suffix .globalPicklist and are stored in the globalPicklist folder.

Version

GlobalPicklist components are available in API version 37.0 only. In API version 38.0 and later, GlobalPicklist is replaced by the GlobalValueSet type.

Declarative Metadata Sample Definition

The following Territories.globalPicklist is an example of a GlobalPicklist component.

What is global picklist?

Global Picklists. Global Picklists can be used for sharing a single list of values across many custom picklist fields. It is a restricted picklist. The list of values in the global picklist gets locked and cannot be edited on custom picklist fields. To change the values, the global picklist should be edited.

What is field dependent in Salesforce?

Field Dependency in Salesforce are filters that allow us to change the content of a picklist based on the value of another field checkbox/picklist. There are two terms used in Salesforce Field Dependency:

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