In this Salesforce tutorial, I will explain how to Promote Existing Multi-select Picklist Field Values as Global Value Sets on Salesforce and discuss the method for doing so in Salesforce Lightning and Salesforce Classic.
Use Global Value Set on Existing Multi-select Picklist Field in Salesforce Lightning
For that login to your Salesforce account and follow the below steps.
1. On the Setup of Salesforce Lightning, click on the Object Manager.
2. In the Object Manager page, 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.
3. Now, go to the Details section in the left sidebar and click on Fields & Relationships.
4. In the Fields and Relationships page, there will be a list of items sorted by field label. From the list, select the Picklist Multi-Select field to use the Global Value Set. In this case, I have selected the Picklist multi-select field New Car products.
5. Go to the section Custom Field Definition Detail, and here, click on the Edit button.
6. As we click on Edit, a custom field edit window will open. First, activate the checkbox Always require a value in this field in order to save a record. Then, go to the top section, Custom Field Definition Edit, and click on the button Promote to Global Value Set.
7. When we click on Promote to Global Value Set, we enter the name as the Global Value Set in the field Label in the next window and then click on Promote to Global Value Set.
As we click on Promote to Global Value Set, a New Global Set will be created as a Global Value Set.
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 picture below.
Now, we have successfully used the Global Value Set on the 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
Now follow the following steps:
1. Click on the profile image as shown in the below picture and then click on Switch to Classic mode.
2. Now we are on the home screen of Salesforce Classic; here, click on the Setup tab.
3. In the Setup, 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.
4. Now select the Picklist Multi-Select field from the section Custom Field and Relationship. I have already created the Picklist Multi-Select field Lead Contracts.
5. As we click on the field label, the picklist multi-select will open in edit mode. Here, click on the Edit button.
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.
7. When we click on the Promote to Global Value Set button, a new window will appear. In that window, we will name the Global Value Set in the Label tag and click on the Promote to Global Value Set button.
8. Now, we have successfully promoted the 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 followed to Promote the Picklist (multi-select) field value to the Global Value Set in Salesforce Classic.
Read How to Change Custom Field Type in Salesforce
Conclusion
I hope now you have an idea of promoting the values to Global Value Set in Salesforce.We discussed the method of promoting the values to Global Value Set in Salesforce Lighting and Salesforce Classic.
You may like to read:
- How to Delete the Picklist (Multi-Select) Value in Salesforce
- How to Sort Picklist (Multi-Select) Values into Alphabetical Order in Salesforce
- How to Use Record Choice Set in Salesforce Screen Flow
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
