Add and Replace Picklist Values in Salesforce

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.

How to add Picklist Values in Salesforce

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.

salesforce add picklist values

Step 4. Here, I have added some New Values to the Picklist. Then click on the Save button.

Add Picklist Values in Salesforce

Step 5. Here, you can see new values successfully added to the picklist field in Salesforce.

Salesforce Add Value to Picklist

Replace the Picklist Values:

Difference between Rename and Replace picklist value:

See also  Effects when Auto Number Field Exceeds the Specific Digits in Salesforce

We will discuss the difference between “Rename the picklist value” and “Replace the picklist value” in Salesforce.

Rename Picklist ValueReplace 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.

Salesforce Replace Picklist Value

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.

Find and Replace Salesforce Picklist Value

Step 3. Then, you will see the Confirmation Window, and after the value is replaced, you will receive an email about it.

How to Replace Picklist Values in Salesforce

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.

Rename Picklist Value in Salesforce

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.

Rename the picklist value in Salesforce

Step 3. Here, you can see the ‘Event‘ value has been successfully renamed by ‘Tread Show‘.

How to Rename Picklist Value in Salesforce

Reorder the Picklist Values:

Step 1. We have a Reorder option to arrange the Picklist value as per our requirement.

Salesforce Replace Picklist Value

Step 2. Now, you can arrange the picklist values using navigation buttons and set their order according to your requirements.

See also  How to Set Visible Lines for Text Area Long Field in Salesforce

You can set the Default Value and sort the values by alphabetical order. Then click the Save button to save the changes.

Reorder the Picklist Values in Salesforce

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.

You may like to read: