How to reorder the global picklist value set in Salesforce

In this Salesforce Tutorial, we will learn how to reorder 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 global picklist value according to the useability of the value. So, for this, I decided to reorder the global picklist values.

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

So, let’s move and learn with the help of examples.

How to reorder the global picklist value in Salesforce Lightning

Here, are the steps to reorder the global 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: 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 “Priority” global picklist value set.

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

Step 6: Use the “Top”, “Up”, “Down”, and “Bottom” arrows to rearrange the values according to your requirement. Here, I reorder the “Urgent” global picklist value and shift it to the top.

Step 7: Click on the “Save” button, after rearranging the global picklist values.

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 reordered the global picklist value in Salesforce Lightning Component. Now, we will proceed and learn to reorder the global picklist value in Salesforce Classic.

How to reorder the global picklist value in Salesforce Classic

Here, are the steps to reorder the global 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: 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 whose picklist global value you want to reorder. Here, I select the “Payment Method” global picklist value set.

Step 5: After clicking on the edit option, we will prompt to the “Payment Method Picklist Edit”.

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

Step 6: Use the “Top”, “Up”, “Down”, and “Bottom” arrows to rearrange the values according to your requirement. Here, I move “Cash on Delivery” to the second position of the global picklist value.

Step 7: Click on the “Save” button, after rearranging the global picklist values.

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 reordered the global picklist value in Salesforce Classic Component.

Conclusion

In conclusion, we have learned that in Salesforce by reordering the global picklist values we can arrange the option in a specific sequence. In addition, we have also learned its benefits such as prioritization of options, data consistency, data integrity, enhance user experience, etc.

Moreover, we have gone through the complete steps to reorder the global picklist value in Salesforce Lightning as well as Salesforce Classic.

You may also like to read the following articles:

• How to set default value in Salesforce global picklist
• How to create Global Picklist Value set in Salesforce
• How to display global picklist values alphabetically in Salesforce