Salesforce Checkbox to Picklist

A picklist is a drop-down field that provides users with a predefined set of values. From this picklist, we can select one or more values. A picklist is used in Salesforce to ensure data consistency and accuracy for a particular field.

If you want to learn the process of how to change the checkbox to a picklist field type, you have come to the right place, and we learn this topic in both editions of Salesforce.

How to Change Checkbox to Picklist Field in Salesforce

Here, we will learn how to change the checkbox to picklist field type in Salesforce.

For example, Suppose there is a company that uses Salesforce and provides Software development services. This company uses Salesforce to control its projects. At the start, they had a simple checkbox field named Project Status, which has two options.

The first one is Active, and the other is inactive. These options are used to track the status of their project. As the company’s growth increased, they found that they needed more detailed information about project statuses.

They desired to differentiate between the various project statuses, such as Planning, Development, Testing, and completion, to better understand their project, and for doing this, they obtained accurate reports.

Here are the following steps:

1. Login into the Salesforce Account –> Click on the Setup Option –> Select the Object Manager tab.

How to change the checkbox to picklist field type in Salesforce

2. Here, we are entering the project in the search box. Click on the Project object.

How to change the checkbox to picklist field type in Salesforce Lightning

3. Here, we click on the Fields & Relationships option.

Change the checkbox to picklist field type in Salesforce

4. The Fields and Relationships page is open, and we can see that a Project Status checkbox field type has already been created. However, we want to change this checkbox field to a picklist field. Click on this Project Status Field.

Change the checkbox to picklist field type in Salesforce Lightning

5. Here, we want to edit this Project Status field, so we click on the edit button.

Salesforce change the checkbox to picklist field type

6. After clicking on the edit button, the edit project custom field project status page opens. Here, we want to change the project status checkbox field to the picklist field, so we click on the Change Field Type button.

Salesforce Lightning change the checkbox to picklist field type

7. A pop-up message appears. Changing to the selected datatype will cause you to lose all existing data in this field. After reading this message, carefully click on the OK button if you want to change the field.

How to change checkbox to picklist field type in Salesforce

8. Here, select the Picklist field and click on the next button.

How to change checkbox to picklist field type in Salesforce Lightning

9. Now enter the details. First, fill the Field Label as Project Status and then enter the values, with each value separated by a new line.

See also  Salesforce Checkbox Validation Rule

Here,, we are entering the three values: planning, development, testing, and completion, and then clicking on the save button.

Change checkbox to picklist field type in Salesforce

10. Here, we are selecting the Project object from the nav bar. The project record page is opened. We want to create a new project, so click on the new button.

The new project dialogue box is open. Fill the information related to the project. First, fill the Project USA Name and then select the Project Status, there are three options to select the Project status.

Salesforce change checkbox to picklist field type

11. Here, we are selecting the Project Status as Planning Development. After selecting that, click on the save button.

Salesforce Lightning change checkbox to picklist field type

12. The Project Email Verification System records are created successfully, and the details related to Project Email Verification System records are present under the details section.

How to change a checkbox to picklist field type in Salesforce

In this way, we understand how to change the checkbox to picklist field type in Salesforce.

Conclusion:

I hope you read the entire article and get a clear idea of how to change the checkbox to picklist field type in Salesforce. I have also explained all the steps of changing the checkbox to picklist field type in Salesforce Lightning.

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