Custom Picklist Field in Salesforce

The Custom Picklist Field in Salesforce represents a predetermined list of values that the user selects when entering data into the field.

This Custom Picklist in Salesforce is an important topic, so I decided to write a complete article on it.

In this Salesforce tutorial, I will explain the custom picklist field and how to create a roll-up summary field in Salesforce lightning and classic interface.

How to Create Custom Picklist Field in Salesforce Lightning

Here are the steps to create a custom picklist field in Salesforce Lightning:

1. Log in to Salesforce Lightning mode, navigate to the right corner of the page, click on the gear icon (⚙), and from the dropdown menu (⬇), select “Setup.

Create Custom Picklist Field in Salesforce

2. On the left side of the menu, click on “Object Manager”.

Create Custom Picklist Field in Salesforce Example

3. Look up the object for which a custom picklist field is needed. I want to create a picklist field for the “Campaign” object, for instance. Click on the “Campaign” object.

Create Custom Picklist Field in Salesforce Lightning

4. Now, select the “Field & Relationships” option from the menu’s left side. Then, click on the “New” button to create a new custom picklist field.

Create Custom Picklist Field in Salesforce Lightning Example

5. Choose the field type as “Picklist” and click on the “Next” button.

Custom Picklist Field in Salesforce

6. Here, we have to enter the “Field Label,” and the “Field Name” will be automatically populated. For example, we set the “Field Label” to “Campaign Objective.”

7. In the “Values” section, check the radio button next to “Enter values, with each value separated by a new line.” The click will open the box where we add the picklist values. Here, I enter picklist values such as Brand Awareness, Lead Generation, and Sales.

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How to create Picklist (multi-select) field in Salesforce

8. Next to it, we have three multiple checkboxes, as defined below. Select them as per your requirements.

  • Display values alphabetically, not in the order entered: Check this box to display the picklist values in alphabetical order.
  • Use first value as default value: If you want to display the first entered picklist value as the default one, check this box. Note one more thing: If you enter a valid Default Value formula, it overrides this setting.
  • Restrict picklist to the values defined in the value set: Check this box to limit the available options to a pre-defined set of values, ensuring that only valid and meaningful data is entered.

9. We can add “Description” and “Help Text.” This is an optional option. We can also make this field mandatory; for this, check the checkbox next to “Required.” Click “Next” to proceed.

Custom Picklist Field in Salesforce Example

10. Next, choose a suitable field-level security. In this case, I want it to select it for every profile, so click on the checkbox next to “Visible.” Now, click on the “Next” button to continue.

Custom Picklist Field in Salesforce Lightning

11. Select the page layout where we want the custom field to appear. Then, to complete the procedure of creating the custom picklist field click on the “Save” button.

Salesforce Lightning Create Custom Picklist Field

With this, we have successfully created a custom picklist field in the Salesforce Lightning Component. Next, we will move ahead and learn to create a custom picklist field in the Salesforce Classic Component.

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How to Create Custom Picklist Field in Salesforce Classic

Here are the steps to create a custom picklist field in Salesforce Classic:

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1. Log in to Salesforce Classic. To do this, click on “Avatar” and select “Switch to Salesforce Classic.

Create Custom Picklist Field in Salesforce Classic

2. After that, click on the “Setup” option.

Create Custom Picklist Field in Salesforce Classic Example
Create Custom Picklist Field Setup in Salesforce Classic

3. Scroll down to the “Build” section. Under “Customize,” select the object for whom we want to create a picklist field. Here, I chose the “Product” object. Click on the “Fields” option to create a new field.

Custom Picklist Field in Salesforce Classic

4. Now, scroll down to the page, and click on the “New” button located in the “Custom Fields & Relationships” section.

Custom Picklist Field in Salesforce Classic Example

5. Choose the field type as “Picklist” and click on the “Next” button.

How to create custom picklist field in Salesforce Classic

6. Enter the “Field Label” and the “Field Name” will be automatically populated. Here, I set the “Field Label” to “Payment Method.” Now, in the “Values” section, check the radio button in front of “Enter values, with each value separated by a new line”.

7. On the click, it will be prompted to the box where we add the picklist values. Here, I enter picklist values such as Credit Card, Check, and Wire Transfer. Optionally, we can add “Description” and “Help Text” if we want. Click on the “Next” button.

How to create custom picklist field in Salesforce Classic Example

8. Now, choose the needful field-level security. For this example, I want it to select it for every profile, so click on the checkbox next to “Visible.” Click on the “Next” button.

Salesforce Classic create custom picklist field
Salesforce Classic field level security for picklist field

9. In this step, select the page layout where we want the custom field to appear. To successfully create a custom picklist field, click on the “Save” button.

Salesforce Classic create custom picklist field example
Create a custom picklist field example

With this, we have successfully created a custom picklist field in the Salesforce Classic Component

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Conclusion

I hope you got an idea of the Custom picklist field. I have also explained step by step how to create the custom picklist field in Salesforce Lightning and Salesforce Classic.

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