How to delete global picklist value in Salesforce

In this Salesforce tutorial, we will learn how to delete the global picklist value in Salesforce. In addition, we will look at how Salesforce Lightning and Salesforce Classic are used to delete the global picklist value in existing records.

I am working in an organization that uses Salesforce for its business management. And the organization set up a global picklist for employee job titles such as “Manager”, “Assistant Manager”, “Team Lead”, and “Supervisor”.

Later on, the organization decides to update the job title and decide to remove the designation “Assistant Manager”. As a Salesforce developer, I got a task to delete the “Assistant Manager”.

So after looking at the multiple solutions, I found a solution that helped me to delete the global picklist value “Assistant Manager” in Salesforce. If you want to learn how I delete the global picklist value in Salesforce Lightning as well as Salesforce Classic, you have come to the right place.

What does the delete global picklist value mean

A defined set of values that can be shared among various fields and objects is referred to as a global picklist. And in Salesforce, deleting the global picklist value means eliminating a particular value from a global picklist. Let’s understand this with the help of an example.

Suppose we have a global picklist called “States” with values such as “California”“New York”“Texas”, etc. And we want to eliminate the global picklist value “New York” as our company stops dealing with “New York” organizations.

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For this, we will delete the global picklist value “New York” from the state’s global picklist set. Now, wherever a user will see the picklist, they will not get an option named “New York”.

With this, we have understood the meaning of deleting the global picklist value in Salesforce with an example. Now, we will proceed and learn to delete the global picklist value in Salesforce Lightning.

How to delete global picklist value in Salesforce Lightning

Here, are the steps to delete the global picklist value 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.

How to delete global picklist value in Salesforce
Setup to delete global picklist value in Salesforce

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

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

How to delete global picklist value in Salesforce Example
Delete global picklist value in Salesforce Example

Step 4: After clicking on it, we will redirect to the “Picklist Value Sets” page. Now, click on the existing global picklist value set whose picklist value you want to delete. Here, I select the “Payment Method” global picklist value set.

Delete global picklist value in Salesforce
Delete global picklist value in Salesforce

Step 5: Find the global picklist value that you want to delete and click on the “Del” link next to it. Here, I select the “Check”  global picklist value.

Delete global picklist value in Salesforce Example
Delete global picklist value payment method in Salesforce Example

Step 6: If you definitely wish to delete it, click the “OK” button on the pop-up that appears.

How to delete global picklist value in Salesforce Lightning
Delete global picklist value in Salesforce Lightning

Step 7: To check whether the global picklist values have been deleted correctly, check the global picklist value list after deletion and here you can see that the value is not visible anymore.

How to delete global picklist value in Salesforce Lightning Example
Delete global picklist value in Salesforce Lightning Example

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

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How to delete global picklist value in Salesforce Classic

Here, are the steps to delete the global picklist value 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”.

How to delete global picklist value in Salesforce Classic
Switch to Salesforce Classic

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

How to delete global picklist value in Salesforce Classic Example
Setup to delete global picklist value in Salesforce Classic

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

Delete global picklist value in Salesforce Classic
Delete global picklist value in Salesforce Classic

Step 4: It will redirect you to the “Picklist Value Sets” page. Now, click on the existing global picklist value whose picklist global value you want to delete. Here, I select the “Lead Source” global picklist value set.

Delete global picklist value in Salesforce Classic Example
Delete global picklist value in Salesforce Classic Example

Step 5: Scroll down to the “Values” section, where you will see a list of all the global picklist values.

Step 6: Find the value you want to delete and click on the “Del” link next to it. In this case, I select the “Referral” picklist value.

How to delete global picklist value using Salesforce Classic
Delete global picklist value referral using Salesforce Classic

Step 7: With a click, it will show up a pop-up, click on the “OK” button, if you surely want to delete it.

How to delete global picklist value using Salesforce Classic Example
Delete global picklist value using Salesforce Classic Example

Step 8: To check whether the global picklist values have been deleted correctly, check the global picklist value list after deletion and here you can see that the value is not visible anymore.

Delete global picklist value using Salesforce Classic
Delete global picklist value using Salesforce Classic

With this, we have successfully learned to delete the global picklist value in Salesforce Classic Component.

Conclusion

In a nutshell, we have learned that in Salesforce deleting the global picklist value is the process of deleting the picklist value from the system in Salesforce and making the particular global picklist value no longer available in the relevant picklist field. 

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In addition, we have also learned the steps to delete the global picklist value in Salesforce Lightning and in Salesforce Classic Component.

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