How to display global picklist values alphabetically in Salesforce

In this Salesforce Tutorial, we will learn how to display global picklist values alphabetically in Salesforce. In addition, we’ll look at how Salesforce Lightning and Salesforce Classic handle sorting by ascending or descending for the picklist global value in a related picklist.

While working in an organization that uses the Salesforce CRM tool, I was asked to reorder the disorganized picklist global values. As a result, I made the decision to reorder the global picklist values alphabetically.

You’ve come to the right place if you’re looking to discover how to alphabetically sort global picklist values in both Salesforce Lightning and Salesforce Classic components.

How to display global picklist values alphabetically in Salesforce Lightning

Here, are the steps to display global picklist values alphabetically in Salesforce Lightning:

Step 1: Log in to the Salesforce account and then 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. Now, click on the existing global picklist value set whose picklist value you want to reorder. Here, I select the “Lead Source” global picklist value set.

Step 5: After this, we will redirect to the “Global Value Set”, now scroll down to “Values” and click on the “Reorder” button to rearrange the global picklist values.

Step 6: To display the global picklist values alphabetically, click on the checkbox “Display values alphabetically, not in the order entered”.

Step 7: Click on the “Save” button to save the changes in the global picklist values so that global picklist values display alphabetically.

Step 8: To check whether the global picklist values have been reordered correctly, navigate to the item where you use the picklist values that have been modified.

With this, we have successfully learned to display global picklist values alphabetically in Salesforce Lightning. Now, we will proceed and learn to sort global picklist values into alphabetical order in Salesforce Classic.

Read How to replace global picklist value in Salesforce

How to display global picklist values alphabetically in Salesforce Classic

Here, are the steps to display global picklist values alphabetically 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. Now, click on the existing global picklist value set whose picklist value you want to rearrange alphabetically. Here, I select the “Territory Regions” global picklist value set.

Step 5: Next, we’ll be redirected to the “Global Value Set”. Scroll down to “Values” and click on the “Reorder” option to reorder the values alphabetically in the global picklist.

Step 6: Select the checkbox next to “Display values alphabetically, not in the order entered” to display the global picklist values in alphabetical order.

Step 7: To make the global picklist values appear alphabetically, click the “Save” button to save your changes.

Step 8: Go to the item where you utilize the updated global picklist values to see if the global picklist values have been successfully alphabetically reordered.

With this, we have successfully learned how to use Salesforce Classic to show global picklist values alphabetically.

Conclusion

In conclusion, we have learned that sorting the global picklist values alphabetically ensures data consistency and enhances user experience in Salesforce.

In addition, we have also learned that we can easily arrange and present the global picklist values in the desired alphabetical order by using the techniques indicated above in Salesforce Lightning and Salesforce Classic.

You may also like to read the following articles:

• How to reorder the global picklist value set in Salesforce
• How to set default value in Salesforce global picklist