how to restrict picklist values in salesforce

Limit picklist values per profile

1. You can accomplish this (by profile) with Apex and Visualforce, but if you want to use native capabilities you can do...
2. Another method could be- set the default picklist value based on a hierarchy Custom Setting.
3. Deve'sc Sarilla's Validation Rule method is great if you don't mind the users seeing (and being able to errantly...

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 ...

What is a dependent picklist in Salesforce?

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 pick list (with at least one and fewer than 300 values) or checkbox field on the same record. Please refer the below link for reference.

How do I keep a picklist value on existing records?

To keep the value on existing records, use Deactivate, instead of Del. Deleting a value in a picklist goes to the background jobs queue. When the job completes, your picklist is updated and you’re notified by email. If you replace a parent value in a controlling picklist, the picklist dependency on that value is lost.

How do standard picklist fields share values?

Remember, sometimes standard picklist fields share a standard value set. When you change a value in that set, the change also appears in other standard picklist fields that use the same values. For example, the Lead Source and Account Source standard picklist fields share the same value set.

Can we restrict picklist values in Salesforce?

Salesforce Solutions Architect Unfortunately, restricting picklist values isn't always possible. Standard picklists, as an example, cannot be restricted (Vote for the Idea). In addition, you cannot restrict a custom single-select field that has more than 1000 values.

How do I control a picklist value in Salesforce?

Manage Picklist ValuesIn 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 see your values in the Values related list.

How do I restrict global picklist values 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 disable restrict picklist values in Salesforce?

Remove the default value: PicklistSelect the gear icon | Setup.Click Object Manager.Select the object that contains the picklist.Select Fields and Relationships.Select the picklist field you wish to change.Click Edit for the picklist value that is set as the Default.Deselect the 'Default' checkbox. ... Click Save.

What is restrict picklist to the values defined in the value set?

The referenced picklist field has 'Restrict picklist to the values defined in the value set' set to Enabled. Restrict picklist to the values defined in the value set. Solution: You need to make sure that you set the right value and it contains in value set or you need to uncheck mentioned above checkbox.

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.

What is restricted and unrestricted picklist in Salesforce?

Restricted picklists have a combined active and inactive limit of 1,000 values. Unrestricted picklists have a limit of 1,000 active values, and bound unrestricted picklists have a limit of 4,000 inactive values. By default, all newly created unrestricted picklists are bound to the 4,000 inactive value limit.

How do I change a restricted picklist to unrestricted?

You cannot uncheck the restriction if the picklist is using a Global value set. A global picklist is a restricted picklist by nature. Only a Salesforce admin can add to or modify its values. You would need to create a new field in order to remove the custom field's connection to a Global value set.

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.

What happens when you deactivate picklist values 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 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.

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.