In this Salesforce tutorial, we will learn about a global picklist value set in Salesforce. Additionally, we will see how to create a global picklist value set in Salesforce and how to use it as a picklist field.
What is a Global Picklist in Salesforce?
Salesforce provides us with the feature “Global Picklist Values,” which allows administrators to define a set of picklist values. We can use these defined picklist value sets as picklist fields in different Objects. So we don’t need to create a picklist value set every time.
Let’s take a scenario. While working as a Salesforce Admin, I was assigned the task of creating a picklist value set for the list of ‘Cloud Technologies’ that we can use in different objects without creating different picklist value sets for different objects.
How to Create a Global Picklist Value Set in Salesforce
Using the above scenario and the following steps, we can create a global picklist value set in Salesforce.
1. Log in to Salesforce Org. -> Go to Setup. -> In the Quick Find Box, search ‘Picklist Value Set‘. Click on it.
2. Click the New button to create a new global value set.
3. Enter Label to Picklist Value Set. Then enter the following details:
- Label: As per the scenario, I have given “Cloud Technologies“.
- Name: It is the API Name, and it will populate automatically.
- Description: to help users understand the purpose and usage of the values.
- Values: Enter the picklist values that you want to add.
If you want to sort the picklist values alphabetically, click on the checkbox Display values alphabetically, not in the order entered.
We also have the option to Set the First Value as the Default Value. At the end, click on Save to create a global picklist value set.
4. Here, you can see the created Picklist Value Set.
This is how we can create a global picklist value set in Salesforce.
How to Use the Global Value Set in Salesforce
Now, we will create a new Picklist field by using the global value set in Salesforce.
1. We will add this created global picklist value set(Cloud Technologies) on the Employee object for that got to Setup. -> Object Manager. -> Employee. Click on it.
2. Then click on Fields & Relationships. We want to create a new picklist field for that. Click on the New button.
3. First, enter the field name in the Field Label and activate the radio button. Use the Global Picklist Value Set. After that select the Global Value Set that we have created before.
- If you select another option, you need to enter picklist values again, and you cannot use this picklist value set in different objects.
- Here also we can sort the picklist values alphabetically order and set the default picklist value. Click on the Next button.
4. Now, we will establish field-level security for the created Picklist field. To make this field visible to all Users, click on the Visible checkbox and then click on the Next button.
5. Now make sure that on which Page Layout Name you want to add this field. After that, click on the Save button.
6. Here, you can see as I click on the New button to create a New Employee, the Picklist field is displayed with the Global Picklist Value Set that we have created.
This is how we can use Global Picklist Value Set as a picklist field in Salesforce.
Conclusion
In this Salesforce tutorial, we have learned what the global picklist value set in Salesforce is. Using the above scenario, we have seen how to create a global picklist value set in Salesforce, sort the picklist value alphabetically, set the default value in the picklist field, and then use the global value set in Salesforce.
You may like to read:
- Custom Picklist and Multi-Select Picklist in Salesforce
- Deactivate and Remove the Global Picklist Value in Salesforce
- Add and Replace Picklist Values in Salesforce
Shubham is a Certified Salesforce Developer with technical skills for Building applications using custom objects, approval processes, validation rule salesforce flows, and UI customization. He is proficient in writing Apex classes, triggers, controllers, Apex Batches, and bulk load APIs. I am also familiar with Visualforce Pages and Lighting Web Components. Read more | LinkedIn Profile
