how to use global picklist in salesforce

How to Create and Use a Global Picklist?

1. Search for ‘Picklist Value Set’ in Setup.
2. Click on ‘New’ button
3. Add the necessary details. ...
4. Go to Object Manager and choose the object you wish to use the Global Value Set in.
5. Create a New Picklist field as you normally would and when adding the values simply choose the option to ‘Use global picklist value set’ and from the drop ...

Full Answer

What is global picklist value set in Salesforce?

Salesforce provides a flexibility to use “Global Picklist” value sets to share values across objects and custom Picklist fields and to restrict the Picklist to only the values that you specify. A global Picklist value set is a restricted Picklist by nature.

How to retrieve a global picklist from an object?

If you want to retrieve global picklists you need to use GlobalValue Set. If there is a field in your object that is referencing a global picklist with values then you need to retrieve the field along with the global picklist.

How do I create a multi-select picklist in Salesforce?

Choose Picklist as the field type and click Next. Fill in the details. Click Next, Next, and then Save. From the Object Manager, click Interested Person. Click Fields & Relationships, then click New. Choose Picklist (Multi-Select) as the field type and click Next.

What is the difference between restricted picklist and global picklist?

But such type of Picklist is limited for that particular object and no other objects. Salesforce provides a flexibility to use “Global Picklist” value sets to share values across objects and custom Picklist fields and to restrict the Picklist to only the values that you specify. A global Picklist value set is a restricted Picklist by nature.

How do I use global picklist value set 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 query global picklist in Salesforce?

How to Create a Global Picklist in SalesforceCreate a Brand New Global Picklist. In Setup, navigate to Picklist Value Set. Click New. ... Promote an Existing Global Picklist. This method is good when you have an existing picklist on one object, and you want to use it as the basis for a global picklist.

How do I switch from picklist to global picklist?

Go 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.

What is a global picklist value set?

0:009:36What are Global picklists or Picklist Value Sets in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipHello and welcome to another episode of since first column today I'm gonna tell you about GoogleMoreHello and welcome to another episode of since first column today I'm gonna tell you about Google page lists it is a feature which rolled out in winter 16 release of Salesforce. But I'm telling it to

How do I access 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 use 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...

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...

How do I add a global picklist to an object 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 create a master picklist in Salesforce?

From the management settings for the appropriate object, go to Record Types. Click New. Select Master from the Existing Record Type dropdown list to copy all available picklist values, or choose an existing record type to clone its picklist values.

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 get rid of global picklist in Salesforce?

Remove a Picklist ValueNavigate 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. Decide whether to replace the value or leave it blank.

How do I create a dependent picklist in Salesforce?

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...

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.

What is a custom picklist?

Hello Shariq, A custom picklist is tied to a particular object as a field on the object. Unlike a custom picklist field, a global picklist exists independently as a global picklist value set. Its values are shared with any picklist that’s based on it.

Can you create a picklist in Salesforce?

Salesforce provides a way to create a custom Picklist on any Object or modify any existing Picklist values. But such type of Picklist is limited for that particular object and no other objects. Salesforce provides a flexibility to use “Global Picklist” value sets to share values across objects and custom Picklist fields and to restrict ...

What is global picklist in Salesforce?

As a Salesforce Admin, you’ve probably dealt with picklists a lot. Last year, we released a new feature called Global Picklists to help Admins manage their picklists (if you haven’t learned about that yet, go here ). Almost immediately after the Global Picklists feature was released as a Pilot program, a new idea appeared in the Success Community to allow existing picklists to use global value sets. The idea crossed 10,000 Idea Exchange points in less than a year and became one of the fastest-growing ideas of all time. We clearly couldn’t ignore it!

Can you add a new field to a page?

A newly created field won’t be added to any of your page layouts where you used to have your old field. You have to add it manually. Also, by default the new field won’t be visible and you’ll need to set up appropriate field-level security settings.

Can you use global picklists on restricted fields?

Since global picklists are restricted, admins can only use this app on fields that are also restricted. You can convert an existing picklist field to restricted if that picklist field has less than 1,000 values (active and inactive combined).