Slaesforce FAQ

how to update the event picklist salesforce

by Camryn Hegmann Published 2 years ago Updated 2 years ago
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Create the new picklist using the Global Value Set. Mass update the new picklist (refer to the old picklist for reference – note that you may need to cleanse this data if the picklist values don’t match exactly). Stop using the old picklist in Salesforce and exclusively refer to the new one.

From Setup, go to Create > Global Actions > Global Actions. Next to the “New Event” action, click Layout. Remove the existing "Subject" field from the layout and replace it with your new “Event Subject” field. Once this is saved you can check the "Publisher Action" button on your device and see your new picklist.

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Activity Reminders and Notifications in Salesforce Classic Activity Reminders and Notifications Change Sorting for Upcoming & Overdue Activities Sorting in the Activity Timeline Enable Roll Up of Activities to a Contact’s Primary Account Create Predefined Subjects for Tasks and Events Clone Email Templates in Salesforce Classic

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How do I update a 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 update a picklist?

To add or edit picklist values to reflect the way your organization works:Click. ... Click the Object Manager tab.Click the name of the object for which you want to update a picklist. ... Click Fields & Relationships.Click the picklist field label. ... Scroll down to Value and customize the picklist values as needed:

How do you update a picklist value in Salesforce with data loader?

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 using API?

By the way, if this is not a Restricted Picklist, you can insert (via the API) any value you wish in the picklist....How to update picklist using REST APIField Label: Device Status.Field Name: Device_Status.API Name: Device_Status__c.Object Name: System Data.Type: Picklist.

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 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 you load a picklist value 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 edit a record type picklist in Salesforce?

Select a record type or business process and click Edit next to the picklist field to change its values.Add or remove values as needed. Users can choose from these values when creating or editing records.Optionally, choose a default picklist value. Some picklists require a default value. ... Click Save.

Why is my picklist value not showing up?

It is almost always because you didn't make it available to that Record Type. To check this; In Setup, navigate to the Record Type settings for the object/record. At the bottom of the screen you'll see Picklists Available For Editing.

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Tooling API provides SOAP and REST interfaces that allow you to build custom development tools for Force.com applications. For example, you can: Add features and functionality to your existing Force.com tools. Build dynamic modules for Force.com development into your enterprise integration tools.

How do I load multiple picklist values in Salesforce?

1. Create a CSV file with the data and include the column for the multi-picklist value field. 2. Now add multiple values in the multi-picklist value field with ";" btw them, example: apple; orange; banana.

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Metadata API Functionality The main purpose of Metadata API is to move metadata between Salesforce orgs during the development process. Use Metadata API to deploy, retrieve, create, update, or delete customization information, such as custom object definitions and page layouts.

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