Slaesforce FAQ

what are active picklist and inactive picklkst in salesforce

by Mauricio Swift Published 3 years ago Updated 2 years ago

What are picklists in Salesforce?

Picklists are fields associated with individual objects. You set and manage picklists in the same place you add or manage other fields: an object’s Fields & Relationships page. When you created your picklist in the last unit, you set its initial values. Let’s go back and look at a Fields & Relationships page.

How do I manage inactive picklist values?

Manage Inactive Picklist Values Disable Upper Bound Limit on Inactive Values Establish an Upper Bound Limit View Active and Inactive Picklist Values Converting a Text Field Type to a Picklist Deactivate and Reactivate Values Define Dependent Picklists Dependent Picklists

What happens when I delete a value in a picklist?

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 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 inactive picklist values Salesforce?

Having inactive picklist values can be a result of an import or intentionally removing the value from the list of available values for future use. In certain cases, importing text fields can create numerous unwanted picklist fields.

What is a picklist and how many types of picklist are available?

Picklists allow users to populate a field by selecting values from a list rather than typing them in fields. There are two types of picklists: static and dynamic. Static picklists draw their data from the Siebel list of values table, which is maintained by an administrator.

What are the three types of Picklists?

We have three types of picklists:Standard.Custom.Custom Multi-Select.

What happens if you deactivate a picklist value 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 a restricted picklist?

A restricted picklist's values are limited to only those values defined by a Salesforce admin, which prevents users from loading redundant or erroneous values through the API. Global picklist value sets are always restricted picklists, which preserves data integrity.

What is the difference between a customer order and a pick list?

A pick list is a document sent to your warehouse pickers to fulfill a customer order. A pick list communicates the items they will need to retrieve from inventory storage, including inventory SKU, quantities and locations. As soon as a pick list is generated, the order fulfillment process can begin.

What is a dependent picklist?

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.

What is a global picklist in Salesforce?

A Global Picklist means a picklist which you can access for all salesforce objects. In other words if you are creating any picklist, this picklist you can use for your Account, Lead, Opportunity and custom object etc.

What is custom picklist in Salesforce?

Picklists are used in Salesforce to capture static data and define a list wherein users can select via accessing a drop-down menu. Picklists can be either global or custom in nature. This post will teach Salesforce users how to define custom picklist fields.

How do I activate picklist value?

Deactivate and Reactivate ValuesNavigate to the picklist you want to modify. For a picklist on an object, go to the fields section of the object. ... Go to the picklist's detail page by clicking the picklist's name.In the Values section, modify the picklist value.

How do I delete all inactive picklist values in Salesforce?

Currently, to delete all values in a custom picklist field, we have to select the Del link beside each value. I would like either a button Delete All (except default), or checkbox selected to delete many values at a time.

How do I mass activate a picklist value in Salesforce?

Then navigate to the custom field definition page. In the Values and Inactive Values sections, you see a checkbox next to each picklist value. You can select multiple values and use one of the new buttons: Delete Selected, Deactivate Selected, Replace Selected, or Activate Selected.

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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