Modifying Salesforce Picklist Values
- Adding Picklist Values:. If the current values in a picklist or multi-select picklist field are sufficient for your…
- Replacing Picklist Values:. If you’d like to remove a value entirely and map all of your existing data containing the…
- Deactivating Picklist Values:. When you want to prohibit users from selecting a value, but you…
- Navigate 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.
How to customize quick create in Salesforce?
- While you’re still viewing Candidate in the Object Manager, click Page Layouts.
- Click next to Candidate Layout, then select Edit.
- Under Salesforce Mobile and Lightning Experience Actions, click the override the predefined actions link.
- Click Mobile & Lightning Actions in the palette.
How do I create a picklist?
How do I create a Picklist from a Sales Order? 1. Open the Sales list window.. 2. Select the order number you need to create a picklist for.. 3. Click Edit.. 4. At the top of the Order window, you will see ‘Create Picklists’.Click on that.
How to edit standard field in Salesforce?
- How data is organized in Salesforce
- What standard objects and fields are
- Why you should change the default names
- What to know before making changes
- A step-by-step guide on how to do it
How easy is it to customize Salesforce?
- Standard components
- Custom-managed components
- Custom components
How do I add a value to an existing picklist in Salesforce?
How do I add new values to an existing picklist? Go to Setup > object > fields, click on field and then in bottom you will see the button to add in new pick list values. Click on the Field Label Name of the field you wish to edit In the Pick List Values section, click the “New” button Add the value(s) as desired.
How do I edit a standard picklist in Salesforce?
Can We Edit Picklist values of standard fields of standard objectGo to Setup –> Customize –> Account –> Fields –> Click on “Type” field.Click on “Edit” link in front of “Prospect”.Change it to “Proposal” and click on “Save” button.Now you can check Picklist values or Type field in any of the account record.
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 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.
How do I edit a drop-down menu in Salesforce?
Go to Setup (at the top of the page). On the left hand tool menu, under App Setup, click Customize, then Contacts, then Fields. Then you will see a list of the standard fields and below it a list of custom fields. The drop down menus in Salesforce are called “picklists”.
How do I add picklist values to change a set?
Add the Record Type under the Change Set Components if necessary. Click on View/Add Dependencies. Select the required dependencies, including the picklist fields. Click Add to Change Set.
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 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 can you control picklist values what users see?
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 delete a picklist value 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 you restrict picklist values based on record type in Salesforce?
PiyushClick Field Dependencies.Choose a controlling field and dependent field.Click Continue.Use the field dependency matrix to specify the dependent picklist values that are available when a user selects each controlling field value.Optionally, click Preview to test your selections. … Click Save.
How do you get picklist values based on record type?
Alternatively, the following two ways can read the picklist values based on the record type of the sObject.sforce.connection.describeLayout.MetadataService.
Can you change the name of a field in Salesforce?
Some out-of-the-box Salesforce picklist fields do not allow administrators to change the API Name; however, you can change the field label using “Rename Tabs and Labels” from the Setup Menu. For example, the “Stage” field on the Opportunity object cannot be modified in terms of an API Name; but can be relabeled to a different display name …
Can you modify a picklist in Salesforce?
If you have been using Salesforce for a while , you probably have been faced with the need to modify Salesforce picklist values in your environment. While this may seem like a simple task, if not thought out properly, modifying Salesforce picklist values can lead to various complications down the road ranging from reporting challenges …
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.
What is a picklist field?
A picklist field lets you choose a value from a pre-populated list. While you can’t write a formula that returns a picklist as a result, you likely have to reference picklists in your formula fields. Say you need a validation rule that requires a user to fill out an explanation if they select “Other” as an Account’s Type.
Can you use TEXT in a picklist?
This formula, for example, displays a case’s Status as a sentence. You cannot use TEXT () on multi-select picklists. Multi-select picklists are not recommended in formula fields.
Does the equals operator work in picklist?
The equals operator (=), however, does not support picklist fields, and this formula causes an error. Instead, use ISPICKVAL () to check a picklist field’s value, or use TEXT () to convert a picklist value to Text before using the equals operator.
Refresh Your Sandbox
If you think your sandbox might be even remotely out of date, replace it with a fresh copy. You’re about to embark on a very complicated procedure, and you want the latest information available when you start.
Create the New Field
Create the new field in your sandbox that will hold the multi-select data. Do not place it on any page layouts or add it to field level security. This comes later.
Create a New Trigger
Create a trigger that simply copies data from the old field to the new, if the new field hasn’t been changed during that trigger’s invocation.
Download All Metadata
Download your entire sandbox organization’s metadata in the Force.com IDE using the “select all” option. I realize that this would be a pretty painful experience (10-15 minutes or more is not uncommon). KEEP A BACKUP OF THIS EXPORT.
Search and Replace All Relevant References
Basically, perform the update in all email templates, reports, classes, triggers (except the stop-gap trigger, of course), page layouts, flows, workflow rules, approval processes, etc. I’d recommend doing just one category at a time, making sure you don’t miss anything.
Deploy Massive Change Set
Build a change set of all files you modified in the previous step, and be sure to include profiles. Deploy this change to production. If you’ve been careful enough, everything should go without a hitch. I recommend running a validation first, just to be on the safe side.
Warn Your Users
While this process will cover all public reports, email templates, and so on, personal reports, list views, and email templates may be affected by the deletion of this field. Allow users some time to migrate to the new field.