How to Promote Existing Multi-select Picklist Field Value as Global Value Set on Salesforce

In this Salesforce tutorial, we will learn to Promote Existing Multi-select Picklist Field Value as Global Value Set on Salesforce. We will discuss the method to Promote Existing Multi-select Picklist Field values as Global Value sets in Salesforce Lightning and Salesforce Classic.

Use Global Value Set on Existing Multi-select Picklist Field in Salesforce Lightning

Now we start the process to Use a Global Value Set on the Existing Multi-Select Picklist field in Salesforce Lightning. For that login to your Salesforce account and follow the below steps.

Step 1 – On the Setup screen of Salesforce Lightning, click on the Object Manager.

Step 2- In the Object Manager window, select the object with the existing Picklist (Multi-Select) field. In this case, I have an existing Picklist (Multi-Select) field in the object Product.

Step 3- In this step, go to the Details section in the left sidebar and click on Fields & Relationships.

Step 4- In the Fields and Relationships window, there will be a list of items sorted by field label. From the list select the Picklist (Multi-Select) field to use Global Value Set. In this case, I have selected the Picklist (multi-select) field New Car products.

Step 5- In this step, go to the section Custom Field Definition Detail and here click on the Edit button.

Step 6- As we click on Edit, a custom field edit window will open. Now first activate the checkbox Always require a value in this field in order to save a record then to the top section Custom Field Definition Edit and click on the button Promote to Global Value Set.

Step 7- As we click on Promote to Global Value Set, in the next window we have to name the Global Value Set in the field Label and then click to Promote to Global Value Set.

As we click on Promote to Global Value Set, then New Global Set will be created as a Global Value Set.

Step 8- Now to view it, again go to the Values section and click on the button View New Global Set Value Set as shown in the below picture.

Now we have successfully used Global Value Set on Existing Multi-select Picklist Field in Salesforce Lightning.

Read How to use the Global value set in the Picklist multi-select in Salesforce

Use Global Value Set on Existing Multi-select Picklist Field in Salesforce Classic

To use Global Value Set on Existing Multi-select Picklist Field in Salesforce Classic, login to your Salesforce account and follow the below steps.

Step 1- In case you are in Salesforce lightning mode, then click on the profile image as shown in the below picture and then click on Switch to Classic mode.

Step 2- Now we are on the home screen of Salesforce Classic, here click on the Setup tab as shown in the below picture.

Step 3- In the Setup window, go to the left sidebar and click on the Customize dropdown in the Build section and in the dropdown list, select the object with the existing Picklist (Multi-select) field. In this case, I have an existing Picklist (multi-select) field in the Contracts object.

After selecting the object, click on the Fields just below in the object drop-down.

Step 4- In this step, select the Picklist (Multi-Select) field from the section Custom Field and Relationship. I have already created Picklist (Multi-Select) field “Lead Contracts”.

Step 5- As we click on the field label, the picklist (multi-select) will open in edit mode. Here click on the Edit button.

Step 6- After clicking on the Edit button, in the next window first go to Picklist (Multi-Select) Options and activate the checkbox Restrict picklist to the values defined in the values set and in the Custom Field Definition Edit section click the button Promote to Global Value Set.

Step 7- As we click on Promote to Global Value Set button, a new window will appear, and in that, we will name the Global Value Set in the Label tag and click on Promote to Global Value Set button as shown in the below picture.

Step 8- Now we have successfully promoted Picklist (Multi-Select) value to a Global Value Set and we can view it by clicking on the button View potential leads Value Set in the Values section.

So, this was the method we follow to Promote Picklist (multi-select) field value to Global Value Set in Salesforce Classic.

Read How to Change Custom Field Type in Salesforce

Conclusion

In this tutorial, we came to know how to promote a picklist (multi-select) value to Global Value Set. We discussed the method of promoting the values to Global Value Set in Salesforce Lighting and Salesforce Classic.

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