Slaesforce FAQ

how to migrate picklist values in salesforce

by Noelia Greenholt Published 2 years ago Updated 2 years ago
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you can migrate the picklist values of the standard fields by adding the standard value sets from dreamfactory. It is the best method I have found so far. Share

Click on View/Add Dependencies. Select the required dependencies, including the picklist fields. Click Add to Change Set. Upload the Change Set.

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 do I create a multi-select picklist?

For example, if you have a custom picklist field and decide you want to make it a multi-select picklist, you can do that. In Setup, click the Object Manager tab, and then select the object associated with your picklist field. Click Fields & Relationships. Click Edit next to the picklist field.

What is the difference between custom picklist and standard picklist?

Custom picklist fields can be either controlling or dependent fields. Standard picklist fields can be controlling fields, but not dependent fields. Multi-select picklist fields can be dependent, but not controlling fields.

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How do I move a picklist value in Salesforce?

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...

Can we export picklist values in Salesforce?

A button on the picklist say "Export", clicking on it will export the list of values in the picklist.

Can you import picklist values in Salesforce?

You can import up to 100 values at a time in a multi-select picklist field. If you have more than 100 values in your import file for any one record, the import wizard leaves the field blank in that record. Checkboxes—To import data into a checkbox field, use 1 for checked values and 0 for unchecked values.

How do I export a picklist value?

You can download values from a picklist into a local CSV file....Exporting picklist values to a CSV fileClick Settings. ... Click Manage Picklists in the Database Setup area.Open an existing picklist, or create a new one.Click the Picklist drop-down menu in the upper-right corner, then click Export Picklist To CSV.More items...

How do I Export a picklist from Salesforce?

Solution. ... Open the BOFC Home > Click “Export Picklist Values for multiple fields“It will open below screen.User can export “Active or Inactive” picklist values for different type of metadata:Select “Export Picklist” and select the type of picklist values to export (Active or Inactive or Both)More items...•

How do I get dependent picklist values in Salesforce?

According to Salesforce Help: “A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field. Controlling fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record. “

How do I load a picklist value in Salesforce 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 load multiple picklist values in Salesforce?

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 I update a picklist value in Salesforce workbench?

How to update a record that using picklist data type in...Launch https://workbench.developerforce.com/login.php.Login using your admin account.From workbench menu, select Data > Update.Select the object you want to update, then load the import file from your computer.Click Next.More items...•

How do I import a picklist?

Creating PicklistsAdmin Center > Picklist Management > Picklists.Select "Export all picklist(s)".Click Submit. Save and open the CSV file. ... Create the CSV Import file with all new picklists.Select "Import Picklist". ... Select "Yes" to indicate all these picklists are new.Click Submit to upload the new picklists.

How do I Export picklist from Employee Central?

Resolution. In Admin Center >> Picklist Management, click on Export all picklist(s). After that click on "Submit" button. When you do that, a batch process will run at the back end which will synchronize all the data you last updated in the picklist file.

How do I Export an object field in Salesforce?

Export DataOpen the Data Loader.Click Export. ... Enter your Salesforce username and password, and click Log in.When you're logged in, click Next. ... Choose an object. ... Select the CSV file to export the data to. ... Click Next.Create a SOQL query for the data export.More items...

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.

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