How to Rearrange the Picklist Values in Salesforce

In this Salesforce Tutorial, we will learn how to rearrange the picklist values in Salesforce. In addition, we will also explore the step to reorder the picklist values in Salesforce Lightning and Salesforce Classic.

While working in an organization that uses the Salesforce CRM tool, I got a requirement of reordering the frequently prioritized picklist values. So, for this, I decided to rearrange the picklist values.

If you want to learn picklist reordering for different record types in both Salesforce Lightning as well as Salesforce Classic components, you have come to the right place.

The following are the topics that we will cover in this salesforce tutorial:

• How to Reorder Picklist Value in Salesforce Lightning
• How to Reorder Picklist Value in Salesforce Classic

How to Reorder Picklist Value in Salesforce Lightning

Here, are the steps to reorder the picklist value in Salesforce Lightning:

Step 1: Log in to the Salesforce account and navigate to the “Setup” option located in the upper right corner of the page.

Step 2: Click on the “Object Manager” option located in the setup menu.

Step 3: Search and click on the object on which you want to rearrange the picklist field. Here, I click on “Account”.

Step 4: From the left side menu on the object management page, click on “Fields & Relationships”.

Step 5: Search and click on the picklist field you want to modify. Here, I click on “Ownership”.

Step 6: Scroll down to the “Account Ownership Picklist Values” section on the picklist field detail page.

Step 7: Click on the “Reorder” button to rearrange the order.

Step 8: Use the “Top”, “Up”, “Down”, and “Bottom” arrows to rearrange the values according to your requirement.

Step 9: Click on the “Save” button, after rearranging the picklist values.

Step 10: To check that the whether the picklist values have been reordered correctly, navigate to the item whose picklist values have been modified and check.

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

How to Reorder Picklist Value in Salesforce Classic

Here, are the steps to reorder the picklist value in Salesforce Classic:

Step 1: First, we need to log in to Salesforce Classic. For this, click on “Avatar” and select “Switch to Salesforce Classic”.

Step 2: After that, click on the “Setup” option.

Step 3: Now, scroll down to the “Build” section. Then under “Customize”, select the object for whom we want to reorder the picklist field with the default value. Here, I choose the “Contract” object.

Step 4: Click on the “Fields” option to create a new field in the selected object.

Step 5: Search and click on the picklist field you want to modify. Here, I click on “Contract Type”.

Step 6: Scroll down to the “Values” section on the picklist field detail page.

Step 7: Click on the “Reorder” button to rearrange the order.

Step 8: Use the “Top”, “Up”, “Down”, and “Bottom” arrows to rearrange the values according to your requirement.

Step 9: Click on the “Save” button, after rearranging the picklist values.

Step 10: To check that the whether the picklist values have been reordered correctly, navigate to the item whose picklist values have been modified and check.

With this, we have successfully rearranged the picklist value in Salesforce Classic Component.

Conclusion

With this, we have learned how to rearrange the picklist values in Salesforce. In addition, we have learned the procedure of reordering picklist values in the Salesforce Lightning and Salesforce Classic Component.

Furthermore, the following are the topics that we have discussed:

• How to Reorder Picklist Value in Salesforce Lightning
• How to Reorder Picklist Value in Salesforce Classic

You may also like to read the following articles:

• Salesforce Picklist Default Value Formula
• Setting Default Values in Salesforce Picklist Field
• How to Sort Picklist Values into Alphabetical Order in Salesforce
• How to activate deactivated picklist value in Salesforce