A Global Picklist can be characterized to guarantee information exactness and congruity, by giving a focal arrangement of values that can be utilized across different articles.
This article will attract a profound plunge into Salesforce Global Picklists and the practices for utilizing them.
How to Create a Global Picklist in Salesforce
There are two methods to create a global picklist, one is helpful assuming you’re beginning with a pure picklist that doesn’t yet exist anyplace.
The other is useful if the picklist already exists on an object, but you wish to use these picklist values on other objects.
1. Create a Brand New Global Picklist
In Setup, navigate to Picklist Value Set.
Click New.
Name your Picklist value set, and enter the values like you ordinarily would. Then, at that point, click Save.
Once your picklist value set is created, you can go to the object(s) you want and create the picklist itself, using values from this Picklist value set.
Repeat this process everywhere this field needs to exist. Remember to do your planning from Lead to Contact, Account, or Opportunity, depending on the situation.
2. Promote an Existing Global Picklist
On an Account, it will show which item they have bought. However, our organization just sells A, B, or C, and they are unrelated, so we can continuously utilize a similar Picklist. Our Lead as of now has the current Picklist, so we will involve that as the reason for our Global Picklist.
Explore the current Picklist field, click Edit, and afterward click Promote to Global Value Set.
Enter the field label and click Promote to Global Value Set once more.
This is the place where it could get precarious, assuming you have a current Picklist field on different items; you might have the option to elevate one of them to a Global Picklist.
The remainder of the Picklist handles that need to utilize similar qualities should be reproduced as new fields (and doubtlessly have the information from the old field purged and brought into the new field).
It is impossible to get a current Picklist field to utilize a current Global Picklist. As you can see from the picture, your main choices are to add New, Reorder, and Replace, this includes adding single qualities.
There’s no choice here but to start utilizing the Picklist values from the Global Value Set.
The only course of action is to stop using the old Picklist and instead create a new Picklist. As you create the new Picklist, you’ll select the option to use the global Picklist value set. This can be a hassle, especially if you have a lot of records that have to be bulk updated, or if you have integrations that refer to this field.
Notes:
Here are a few important things to note about global picklists:
- Global Picklist values are by default “Restricted Picklists” integrated systems will not be able to insert new Picklist Values.
- Use Global Picklist Values in Field dependencies.
- Use Global Picklist Values in Validation Rules.
- Global Picklist Values appear to be identical to a regular Picklist from the end-user perspective.
4,649 total views
