A picklist permits the user to add new values or replace picklist values from a pre-defined picklist.
In this Salesforce tutorial, we will learn how to Add and Replace Picklist Values in Salesforce. We will see how to add a new value, replace an existing one, and rename an existing one. Additionally, we will see how to Reorder picklist values in Salesforce.
How to Add Picklist Values in Salesforce
For example, there is a Lead object in which we have an existing Picklist field named ‘Lead Source.’ We need to add values to that picklist and also replace or rename values in the picklist.
Using the above example and the following steps, we will see how we can add picklist values and replace or rename picklist values in Salesforce.
Step 1. To navigate the existing Picklist Field. -> Setup. -> Object Manager. -> Search for the ‘Lead‘ object and click on it.
Step 2. Click on the Field & Relationships. -> Search for the existing picklist field ‘Lead Source‘ and click on it.
Add New Values to Picklist:
Step 3. To add new picklist values, scroll down to see the ‘Account/Lead Source Picklist Value‘ option. Click on the New button.
Step 4. Here, I have added some New Values to the Picklist. Then click on the Save button.
Step 5. Here, you can see new values successfully added to the picklist field in Salesforce.
Replace the Picklist Values:
Difference between Rename and Replace picklist value:
We will discuss the difference between “Rename the picklist value” and “Replace the picklist value” in Salesforce.
| Rename Picklist Value | Replace Picklist Value |
|---|---|
| It only has an impact on how users see the picklist value in the user interface. There is no need to change the API Name. | It has an impact on the full system, including existing values in the data records. If we replace the value, the API Name should also changed. |
| There is no effect on workflows, validation rules, reports, or customized code. | It requires communication with the client and proper documentation before replacing the value, as it globally replaces an existing value. |
Step 1. To replace a new value with an existing picklist value, you will see the ‘Account/Lead Source Picklist Value‘ option. Click on the Replace button.
Step 2. Then, in Exact Value Changing From, that means enter a value that you want to replace. That value must be from the Picklist. Then, in the Select Value Changing To, it means with which value you want to change. After that, click on the Replace button.
Step 3. Then, you will see the Confirmation Window, and after the value is replaced, you will receive an email about it.
Rename the Picklist Values:
Step 1. Find the picklist value that you want to rename and click on the Edit link next to it. Here, I have selected the Event value.
Step 2. Here, I entered the new name ‘Tread Show’ and changed the existing one to ‘Event’. We can also change the API’s Name and set it according to the Label name.
Step 3. Here, you can see the ‘Event‘ value has been successfully renamed by ‘Tread Show‘.
Reorder the Picklist Values:
Step 1. We have a Reorder option to arrange the Picklist value as per our requirement.
Step 2. Now, you can arrange the picklist values using navigation buttons and set their order according to your requirements.
You can set the Default Value and sort the values by alphabetical order. Then click the Save button to save the changes.
Conclusion
In this article, we have learned how to Add and Replace Picklist Values in Salesforce. We have seen how to add a new value, replace an existing one, and rename an existing one. Additionally, we have seen how to Reorder picklist values in Salesforce.
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Shubham is a Certified Salesforce Developer with technical skills for Building applications using custom objects, approval processes, validation rule salesforce flows, and UI customization. He is proficient in writing Apex classes, triggers, controllers, Apex Batches, and bulk load APIs. I am also familiar with Visualforce Pages and Lighting Web Components. Read more | LinkedIn Profile
