Manage Values for Global Value Sets
- From Setup, enter Picklist in the Quick Find box, then select Picklist Value Sets.
- Click the Label of the global value set to see its details.
- 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 to add global value sets in Salesforce picklist?
Its values are shared with any object picklist based on it. Search for Picklist in the Quick Find box, then select Picklist Value Sets. Add Global Value Sets by clicking a new button, In the below screenshot Global set is created for the country field.
What are global picklist values?
Global Picklist Values appear to be identical to a regular picklist from the end-user perspective. Remember, the only difference between a standard picklist and a picklist that uses a Global Value Set, is where the values are coming from. They are the same field type, but the values can come either from the field itself, or from a Global Value Set.
What are picklists in Salesforce?
Picklists are fields associated with individual objects. You set and manage picklists in the same place you add or manage other fields: an object’s Fields & Relationships page. When you created your picklist in the last unit, you set its initial values. Let’s go back and look at a Fields & Relationships page.
How do I add unapproved values to a picklist in Salesforce?
Users can’t add unapproved values, even through the API. Step 1: Go to ‘Picklist Value Sets’ under Setup. Step 2: Click on ‘New’ button. Step 3: Enter a label, name, and description. Then put all the Picklist values in the provided Textarea as one value per line.
How do I change the global picklist value in Salesforce?
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 control 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...
What is global picklist value set 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 remove a global value from a picklist?
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 restrict a picklist value?
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 you restrict picklist values based on record type in Salesforce?
PiyushClick Field Dependencies.Choose a controlling field and dependent field.Click Continue.Use the field dependency matrix to specify the dependent picklist values that are available when a user selects each controlling field value.Optionally, click Preview to test your selections. ... Click Save.
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...•
What is the maximum number of values you can have in a picklist?
For standard picklists, each value can have up to 255 characters, not including line breaks and returns. This limit applies to single-select and multi-select picklists....Other Limits for Standard Picklists.Picklist FieldMaximum Number of ValuesOpportunity Stage1005 more rows
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 you use global value sets?
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 mass delete picklist values in Salesforce?
Currently, to delete all values in a custom picklist field, we have to select the Del link beside each value. I would like either a button Delete All (except default), or checkbox selected to delete many values at a time.
What happens if I deactivate a picklist value in Salesforce?
Deleting the Picklist value from the available options, will remove the value from the list of available options. If you want that the records with the deleted value to keep the deleted option, you can make the value inactive or export the values and then update a custom field with the values.
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.
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.
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.
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.
Is global value set restricted?
But remember, global value sets are always restricted. Independent custom field values are more flexible, but higher maintenance. We believe you’ve just about earned your cookie. You certainly know enough to pick the right picklist, and how to change a picklist as your needs change.
What is global picklist in Salesforce?
Creating Global Picklist Value 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.
How to add unapproved values to a picklist?
Users can’t add unapproved values, even through the API. Step 1: Go to ‘Picklist Value Sets’ under Setup. Step 1 – Navigating to Global Picklist value set. Step 2: Click on ‘New’ button. Step 2 – Click on ‘New’ button. Step 3: Enter a label, name, and description. Then put all the Picklist values in the provided Textarea as one value per line.
