A custom picklist and multi-select picklist in Salesforce is a set of values that we can use in the object as a picklist field. From that value, we can select a single value from a simple picklist and multiple values from a multi-select picklist.
In this Salesforce tutorial we will learn about How to Create Custom Picklist and Multi-Select Picklist in Salesforce. In that, we will see what is custom picklist and multi-select picklist in Salesforce. Additionally, we will see how to sort picklist values alphabetically and how to set default values in the picklist field.
You can read the whole article on Global Picklist Value Set in Salesforce.
How to Create a Custom Picklist Field in Salesforce
Let’s take a Scenario: I was assigned a task to create a Custom Picklist named ‘Subscription Type‘ on the Account Object and add values to that picklist.
Using the following steps, we can create a custom picklist field in Salesforce.
Step 1. Go to Setup. -> Object Manager. -> Search for ‘Account‘ and click on it.
Step 2. Then click on Field & Relationships. -> To create a new Picklist Field, click on the New button. -> In Datatype, select Picklist and click on the Next button.
Step 3. Then you need to enter some details as follows:
- Field Label: As per our scenario, I set it as “Subscription Type.”
- Field Name: It is the API Name that will automatically populate.
- Values: We can use the Global Picklist Value Set that we can create from Setup. Here, we are using the Enter Value option, and I have entered subscription values as Picklist Values.
- Sort Picklist Values: Here, we have the option to sort the picklist values alphabetically.
- Set Default Value: We can select the first value as the default value in the picklist field.
- Restrict Picklist Value Set: As we checked this, only the system admin can add or modify the picklist values.
After that, click on the Next button.
Step 4. Next, add field-level security. Select Profiles so they can see the created field as “Visible.” Now, click on the “Next” button to continue.
Step 5. Select the Page Layout where we want the custom field to appear. Then, to complete the procedure of creating the custom picklist field click on the “Save” button.
Step 6. After creating the Picklist Field, let’s check on the Account object to see if it was created. For that, navigate to the Account object. As you can see, the picklist field is created with the values sorted in alphabetical order and also with the first value as the Default Value.
This is how we can create a custom picklist field in Salesforce.
How to Create a Multi-Select Picklist in Salesforce
For example, we have an object, Business Brand, and on that object, we need to select in which cities this brand is popular those cities we need to add on that object. For this, we add a Multi-Select Picklist field so we can select multiple cities.
Using the above example and the following step, we will see How to Create a Multi-Select Picklist in Salesforce.
Step 1. Go to Setup. -> Object Manager. -> Search for ‘Business Brand‘ and click on it.
Step 2. Then click on Field & Relationships. -> To create a new Multi-Select Picklist Field, click on the New button. -> In Datatype, select Picklist(Multi-Select) and click on the Next button.
Step 3. Then you need to enter some details as follows:
- Field Label: As per our scenario, I set it as “Client Cities.”
- Field Name: It is the API Name that will automatically populate.
- Values: We can use the Global Picklist Value Set that we can create from Setup. Here, we are using the Enter Value option, and I have entered city values as Picklist Values.
Sort Picklist Values: Here, we have the option to sort the picklist values alphabetically.
- Set Default Value: We can select the first value as the default value in the picklist field.
- Restrict Picklist Value Set: As we checked this, only the system admin can add or modify the picklist values.
After that, click on the Next button.
Step 4. Next, add field-level security. Select Profiles so they can see the created field as “Visible.” Now, click on the “Next” button to continue.
Step 5. Select the Page Layout where we want the custom field to appear. Then, to complete the procedure of creating the custom picklist field click on the “Save” button.
Step 6. Here, you can see the newly created client’s cities with the Picklist(Multi-Select) datatype in the Fields and Relationships.
This is how we can create a Salesforce Multi-Select Picklist.
Conclusion
In this article, we have learned how to Create a custom picklist and multi-select picklist in Salesforce. We have seen what a custom picklist and multi-select picklist are. Additionally, we have seen how to sort picklist values alphabetically and how to set default values in the picklist field.
You may like to read:
- Global Picklist Value Set in Salesforce
- Deactivate and Remove the Global Picklist Value in Salesforce
- Salesforce URL Field
- Add and Replace Picklist Values in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
