How to use the Global value set in the Picklist multi-select in Salesforce

In this Salesforce tutorial, we will learn to use the Global value in the Picklist multi-select in Salesforce. We will learn the method of using a Global value set in both modes of Salesforce i.e. Salesforce Lightning and Salesforce Classic.

What is the Global value set in Salesforce?

In Salesforce, with the help of Global value sets, we can share the same picklist or multi-select picklist values with more than one picklist or multi-select picklist field.

For example, there is a car manufacturing plant and there will be particular tools required for the manufacturing of every unit. So, we can make a global value set for the tools required for all units.

Now it will be easy to use that global value set without any error in every picklist(multi-select) field and we will get the consistency of values across more than one picklist making it easier to enter the right values, and data is more reliable.

How to use the Global value set in the Picklist multi-select in Salesforce Lightning?

To use a Global Value Set, we first need an already-created global value set. In case if you haven’t created a Global Value Set then follow the tutorial link to create a Global Value Set.

Read How to create Global Picklist Value set in Salesforce

After creating a Global Value Set, log in to your Salesforce developer account and follow the below steps.

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Step 1- On the home page of Salesforce Lighting, click on the Object Manager tab.

Use Global value set in Picklist multi-select field

Step 2- Now in Object Manager select an object from the list to create a Picklist (Multi-Select) field. By following Obejct>Fields and Relationships>New. In this case, we have selected the object Product.

Salesforce Picklist multi-select use Global value

Step 3- After selecting Picklist (multi-select) field, In this step, we will enter the details of the Picklist (Multi-Select) field. First, enter the field name in the Field Label and then activate the radio button Use the global picklist value set, after that select the Global Value set and click on the Next button.

In this scenario, we have used an existing global value set of Manufacturing tools in which there are tools required for every assembly. With the help of this Global value set, it will be easy to pick these values without any error. So we have used this value set in the Picklist (multi-select) field assembly tools.

Salesforce lightning Global value set in Picklist (multi-select) field

Step 4- Now we will establish field-level security for the Picklist (Multi-Select) field. Here, click on the Visible checkbox to make this field visible to all users, and then click on the Next button.

Picklist multi-select for Salesforce lightning Global value set

Step 5- Now make sure that both the checkboxes Page Layout Name and Product Layout are activated as shown in the below figure. After that, click on the Save button.

Salesforce lightning Global value set Picklist multi-select

As we click on the Save button, Global Value Set will be used in a Picklist (Multi-Select) field.

How to use the Global value set in the Picklist multi-select in Salesforce Classic?

To use the Global value set in the Picklist multi-select in Salesforce Classic, We first need an already existing Global Value Set, If you haven’t created a Global Value Set then follow this tutorial for the same.

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After creating a global value set, log in to your Salesforce developer account and follow the below steps.

Step 1- In case you are in Salesforce Lightning mode after logging into your account then click on the profile picture as shown below picture and it will open a dropdown, there click Switch to Salesforce Classic.

Salesforce Classic Global value set Picklist multi select field

Step 2- On the home page of Salesforce Classic, click on the Setup tab as shown in the below picture.

Picklist multi-select for Salesforce Global value in Salesforce Classic

Step 3- In the Setup of Salesforce Classic, go to the Build section in the left sidebar, and there select the object to create a Picklist (multi-select) field. After selecting the object, click on the fields just below the object as shown in the below picture.

Picklist multi-select Global value set in Salesforce Classic

Step 4- In the fields, go to the Custom Fields and Relationships section and click on the New button. In the next window click on the radio button Picklist (multi-select) field from the list of Data Types.

Step 5- In this step, we will fill the details of the Picklist (multi-select) field and use the created Global value set. First, enter the field name in Field Label and then activate the radio button Use the global Picklist value set. After this, select the created Global Value Set and click on the Next button.

In this scenario, we have used an existing global value set of company showrooms of lead cities, and with the help of this, we can pick this global value set for any of the collective updates and information. We do not have to pick them separately and this will make our task easy.

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Salesforce classic Picklist multi-select value Global Value set

Step 6- In this step, we will establish the field security level. Activate the checkbox Visible to make this field visible to all users and then click on the Next button.

Picklist multi-select in salesforce classic Global Value set

Step 7- Now, make sure to activate both the checkbox as shown below picture and then click on the Save button.

Picklist multi select for Global value set in Salesforce Classic

As we click on Save, Picklist (multi-select) field will be created with a Global Value Set in Salesforce Classic.

Conclusion

In this Salesforce tutorial, we have learned to use the Global value set in the Picklist multi-select in Salesforce Lightning and Salesforce Classic with the help of the above examples. Along with this, we have also learned about the Global value set and later learned to create a Global Value Set in Salesforce Classic and Salesforce Lightning.

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