How to replace global picklist value in Salesforce

In this Salesforce Tutorial, we will learn how to replace the global picklist value in Salesforce. In addition, we’ll look at how Salesforce Lightning and Salesforce Classic replace the global picklist value in existing records.

While working in an organization that uses the Salesforce CRM tool, I was asked to update the picklist values with today’s organizational world terms. As a result, I made the decision to replace the picklist value.

So, If you want to learn how I replace the global picklist values for data cleanup and regular updates in both Salesforce Lightning and Salesforce Classic components, you have come to the right place.

What does replace the global picklist value mean

In Salesforce, replacing the global picklist value means updating the existing global picklist value with a new or different global picklist value. Let’s understand this with the help of an example:

Suppose we have a global picklist called “Country” with values such as “India”, “Australia”, “Canada”, “France”, etc. Now, we want to replace the global picklist value “France” with “Canada”.

So, we removed the value “France” from the global picklist value and replace it with the new value “Canada”. After replacing it now whenever the user deals with the “Country” global picklist, they will not be able to see “France” as an option for selection.

Moreover, all the existing records that have the value saved as “France” will automatically be modified with the new value “Canada”.

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

How to replace the global picklist value in Salesforce Lightning

Here, are the steps to replace 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.

Step 2: Search for “Picklist Value Sets”, in the “Quick Find” box.

Step 3: Click on the “Picklist Value Sets”.

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 replace. Here, I select the “Product Status” global picklist value set.

Step 5: To replace the global picklist value, click on the “Replace” button.

Step 6: Fill up the “Exact Value Changing From” field with the global picklist value that you want to replace. Make sure, the global picklist value must be in saved in your picklist value list. In this case, I set the “Out of Stock” as the exact value changing from.

Step 7: From the dropdown “Select Value Changing To” field, select the global picklist value with whom you want to replace. In this case, I set the “Discontinued” as the select value changing to.

Step 8: To save the changes, click on the “Replace” button.

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

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

Read How to rename the global picklist value in Salesforce

How to replace the global picklist value in Salesforce Classic

Here, are the steps to replace 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”.

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

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 replace. Here, I select the “Territory Regions” global picklist value set.

Step 5: To replace the global picklist value, click on the “Replace” button.

Step 6: The global picklist value you want to replace should be entered in the “Exact Value Changing From” field. Be sure to save the picklist value in your global picklist value list. In this case, I set the “Latin America” as the exact value changing from.

Step 7: Choose the global picklist value you wish to replace it with from the dropdown list in the “Select Value Changing To”. In this case, I set “North America” as the select value changing to.

Step 8: Click the “Replace” button to keep the changes.

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

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

Conclusion

In conclusion, we have learned to ensure uniform and standardized values across various objects and fields, Salesforce enables the usage of global picklists.

In addition, we have learned administrators can quickly alter and maintain the values by replacing global picklist values without impacting existing data integrity.

Moreover, we can replace the global picklist value in Salesforce Lightning as well as Salesforce Classic in a few simple steps if you follow the straightforward techniques outlined above.

You may also like to read the following articles:

• How to display global picklist values alphabetically in Salesforce
• How to reorder the global picklist value set in Salesforce