how to promote to global picklist in salesforce

• Go 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.
• Optionally, enter a description to identify it when using the values for other custom picklists.
• Click Promote to Global Value Set, again.

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.

Is promote to global value set disabled for picklist?

Promote to global value set is disabled for picklist. I can see the version of org is summer 17. did you mean, the promote to global picklist button greyed out? if yes, then most probably you have record type in object, follow the steps in this link.

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.

How do I replace a picklist with global picklist?

For example, for anAccount picklist: From Setup, enter Account in the Quick Find box, then select Fields underAccounts. Start the picklist value replace process. For a global picklist value set: Go to the Global Value Set Detail page by clickingthe picklist name. In the Values section, click Replace.

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...

What is global picklist in Salesforce?

A global picklist is a restricted picklist by nature. Only a Salesforce admin can add to or modify its values. Users can't add unapproved values, even through the API.

How do I create a dynamic picklist in Salesforce?

Set Up a New Dynamic PicklistAdd a Drop-Down Menu field to your form.Click on the field and choose Choices.Click Salesforce Dynamic Picklist.Select your existing authorization or connect to a new account. ... Click Next.Select your Choices source by clicking on the Get choices from the dropdown box.

How do I add a picklist value in Salesforce dynamically?

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.

How do I promote to a global value set 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 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 make a dependent picklist?

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...

What is dynamic pick list?

A dynamic picklist allows end users to add values to the list rather than requiring the assistnace of an administrator. It can be updated as and when values are required.

How do I change a picklist to a lookup field in Salesforce?

You can't covert directly from Picklist to lookup field out of the box. You need to create a different lookup field and if you are thinking of translating the picklist data to lookup then you have to write some custom code to handle it.

How do I get the picklist value in a VF page?

We can display custom picklist using 'selectList' tag in visualforce. We can display values or options for custom picklist using 'selectOption' or 'selectOptions' tag.

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.

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.