How to create Global Picklist Value set in Salesforce

In this Salesforce tutorial, we will learn how to create a global picklist value set in Salesforce. In addition, we will look at how Salesforce Lightning and Salesforce Classic are used to create a global picklist value set in Salesforce.

While working in an organization that uses the Salesforce CRM tool, I was asked to create picklist values that we will be going to use in multiple objects. As a result, I made the decision to create a global picklist value set.

So, if you want to learn how I create a global picklist value set in Salesforce to main data integrity, reuse the list values, etc in both Salesforce Lightning and Salesforce Classic components, you have come to the right place.

What do global picklist values mean

Salesforce provides us with the feature named “Global Picklist Values” which allows administrators to define the set of standardized values. We can share and use these values in multiple picklist fields of different objects.

In addition, global picklist values offer a centralized method for data standardization in contrast to normal picklist fields, which are particular to a single item.

Moreover, by creating a global value set, we can construct a standard set of alternatives that can be used across different fields throughout the Salesforce organization. It also ensures data entry consistency, minimizes errors, and supports data integrity.

Overall, Salesforce Global Picklist Values is a tool used to manage data, improve quality, and enhance user experience.

With this, we have understood what the global picklist value set means in Salesforce. Now, we will move ahead and learn the procedure to create a global picklist value set in Salesforce Lightning.

How to create global picklist value set in Salesforce Lightning

Here, are the steps to create a global picklist value set in Salesforce Lightning:

Step 1: First log in to the Salesforce account and select “Setup” from the menu in the top right corner of the page.

Step 2: Search for “Picklist Value Sets”, in the “Quick Find” box.

Step 3: Click on the “Picklist Value Sets”.

Step 4: It will redirect you to the “Picklist Value Sets” page, and here click on the “New” button.

Step 5: Enter a “Label” name for your global value set and the “Name” will be automatically populated. In this case, I enter the label name “Case Status”.

Step 6: Optionally, you can define a “Description” to help users understand the purpose and usage of the values.

Step 7: Enter values, with each value separated by a new line in the box. In this case, I enter the value name “Critical” “Urgent” “Normal” and “Low”.

Step 8: Click on “Save” to create a global picklist value set.

Step 9: Here, is the global picklist value view.

With this, we have successfully learned to create a global picklist value set in Salesforce Lightning Component. Now, we will proceed and learn to create a global picklist value set in Salesforce Classic.

Read How to set default value in Salesforce global picklist

How to create global picklist value set in Salesforce Classic

Here, are the steps to create a global picklist value set in Salesforce Classic:

Step 1: We must first sign in to Salesforce Classic. To do this, click on “Avatar” and select “Switch to Salesforce Classic”.

Step 2: Then, select “Setup” from the menu.

Step 3: Scroll down to the “Build” section. Select the “Picklist Value Sets” option under “Create”.

Step 4: It will redirect you to the “Picklist Value Sets” page, and here click on the “New” button.

Step 5: Enter a “Label” name for your global value set and the “Name” will be automatically populated. In this case, I enter the label name “Territory Regions”.

Step 6: You have the option to define a “Description” that helps users in comprehending the purpose and significance of the data.

Step 7: Fill in the values in the box, separating each value with a new line. In this instance, I type the value “North America”, “Europe”, “Asia-Pacific”, “Latin America” and “Middle East”.

Step 8: To create a global picklist value set, click “Save”.

With this, we have successfully learned to create a global picklist value set in Salesforce Classic Component.

Conclusion

In conclusion, global picklist values in Salesforce are a good technique for maintaining consistency, integrity, accuracy, etc. In addition, we have also learned that we can use standardized values within multiple objects.

Moreover, we have also learned the steps to create a global picklist value set in Salesforce Classic as well as Salesforce Lightning.

You may also like to read the following articles:

• How to Create a Checkbox Field in Salesforce
• Create Custom Picklist Field in Salesforce