How to rename the global picklist value in Salesforce

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

While working as a Salesforce developer in an organization, I got the task of updating the picklist values with a new value in accordance with the latest terminology utilized.

So after looking at the multiple solutions, I found a solution that helped me to update the name of the value in Salesforce. If you want to learn how I rename the global picklist value in Salesforce Lightning as well as Salesforce Classic, you have come to the right place.

What does renaming the global picklist value mean

In Salesforce, renaming the global picklist value means setting a different name or label to the already existing global picklist value choice without changing its meaning. 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 rename the global picklist value “New York” with “New York State”.

For this, we will rename the global picklist value from “New York” to “New York State” without affecting the meaning associated with it. Now, whenever a user will see the picklist, they will get the global picklist value “New York State” instead of “New York”.

With this, we have understood the meaning of renaming the global picklist value in Salesforce with an example. Now, we will proceed and learn the difference between renaming and replacing the global picklist value.

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Renaming vs Replacing global picklist value

Most of the new salesforce developers, get confused in terms “rename” and “replace”. Let’s understand the difference between “rename” and “replace” to overcome this confusion first.

Replacing a global picklist value in Salesforce involves changing a particular global picklist option with another. Basically, it removes the existing value choice and substitutes a new global picklist value in its place and also the replaced value is presented within the global picklist.

Renaming the global picklist value, on the other hand, means modifying the name or label of a specific option. Basically, it only changes the displayed name of the global picklist value option and the meaning related to it remains the same.

Example: Replacing “New York” with “France” in a global picklist means removing the option “New York” and inserting the option “France” instead of them. On the other hand, Renaming “New York” to “New York States” in a global picklist means changing the label for the existing value without modifying its actual value.

With this, we have understood the difference between replacing and renaming the global picklist value in Salesforce with an example. Now, we will proceed and learn to rename the global picklist value in Salesforce Lightning.

How to rename the global picklist value in Salesforce Lightning

Here, are the steps to rename 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 rename the global picklist value in Salesforce
Setup to rename the 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 rename the global picklist value in Salesforce Example
Rename the 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 rename. Here, I select the “Lead Source” global picklist value set.

How to rename the global picklist value in Salesforce Lightning
Rename the global picklist of Lead Source in Salesforce Lightning

Step 5: Find the global picklist value that you want to rename and click on the “Edit” link next to it. Here, I select the “Trade Show” picklist value.

How to rename the global picklist value in Salesforce Lightning Example
Rename the Trade Show global picklist value in Salesforce Lightning

Step 6: Enter the new label name, in the “Label” field. Here, I enter the new name “Event” and change the existing value.

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Step 7: We can also change the name of the “API” and set it according to the “Label” name. But it is recommended to keep the “API Name” unchanged as it affects the data integrity.

Step 8: To finally save the changes of the renamed global picklist value, click on the “Save” button.

Rename the global picklist value in Salesforce
Rename the global picklist value in Salesforce

Step 9: To check whether the global picklist values have been renamed correctly, navigate to the item where you use the global picklist values that have been modified.

Rename the global picklist value in Salesforce Example
Rename the global picklist value in Salesforce Example

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

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How to rename the global picklist value in Salesforce Classic

Here, are the steps to rename 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 rename the global picklist value in Salesforce Classic
Switch to Salesforce Classic

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

How to rename the global picklist value in Salesforce Classic Example
Rename the global picklist value in Salesforce Classic Example

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

Rename the global picklist value in Salesforce Classic
Rename the 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 rename. Here, I select the “Priority” global picklist value set.

Rename the global picklist value in Salesforce Classic Example
Rename the global picklist value in Salesforce Classic Example

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

How to rename the global picklist value using Salesforce Classic
Rename the global picklist value Low using Salesforce Classic

Step 6: Enter the new label name, in the “Label” field. Here I enter the new name “Normal” and change the existing one “Low”.

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Step 7: We may also modify the “API” name and set it to match the “Label” name. However, because it affects the data integrity, it is advised to leave the “API Name” unchanged.

Step 8: To finally save the changes of the global picklist value, click on the “Save” button.

How to rename the global picklist value using Salesforce Classic Example
Rename the global picklist value using Salesforce

Step 9: To check whether the global picklist values have been renamed correctly, navigate to the item where you use the global picklist values that have been modified.

Rename the global picklist value using Salesforce Classic
Rename the global picklist value using Salesforce Classic

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

Conclusion

In a nutshell, we have learned that in Salesforce renaming the global picklist value is the process of updating the label connected to an option in a predefined picklist of values.

In addition, we have also learned the difference between “rename” and “replace” global picklist values with an example. Moreover, we have learned the steps to rename the global picklist value in Salesforce Lightning and in Salesforce Classic Component.

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