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#Custom Picklist3 diskutieren mit

Hi, I was wondering if anybody has any guidelines or documentation on how to massively change the values of picklist values instead of doing it one by one.

 

I have a request to add about 300+ new picklist values into a custom field, inside a custom object. The problem is that the API Names of the new picklists to be added is different than their values.

 

Has anybody accomplished this in a simple way, without using Apex? (If possible).

Thank you so much for the insight.

 

#Sales Cloud  #Custom Picklist

7 Antworten
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Hello team, please can you help me with this?, I created a couple of new values in my picklist that its created in Contact but its shared with Account Object, the thing is that the new values are not showing in the available picklist values (this is a multiselect picklist value), I need to run job manually, it need to w8 to automatically run any job? I already verify it and the picklist values are enable to see from recordTypes. also I create the new values to shown/make available for any recordType.

 

#Custom Picklist

3 Antworten
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    28. Feb. 2024, 18:06
    Hello @Luis Hurtado when you mention the record type at the end of your post, did you go to object manager > account > record type > person account (if that is the case, or the relevant record type matching your context) > concerned picklist > check the available values and make them enabled for your record type ? Éric
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2 Antworten
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Let's learn how to add or edit values in a custom picklist from the fields area of an object.

 

Here's How ⬇️

Add or Edit Picklist Values

1 Kommentar
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Hi Trailblazers, 

 

I'm wondering how others handle user requests for many different custom picklists (and subsequent record types) for activities. We have several different sales teams - and each want their own customized picklist options - for logging tasks and events. 

 

According to our Optimizer report, we're still within best practices for the number of record types we have, but we're cautioned for having too many custom profiles with a low number of users in each. I don't know of any workarounds. As I understand it - for each object (where we want a custom picklist) we need a separate record type and profile to assign it to. 

 

I'm looking into reorganizing our role hierarchy and permission sets (moving to using permission set groups instead of custom profiles and individual permission sets). So, I'm looking to see if there's a better way to handle my custom picklist / custom profile issue. Any ideas (or validation of our current setup, lol) would be greatly appreciated. 

3 Kommentare
  1. 13. Jan. 2020, 16:37
    @Jessica Higgason

    Picklist value's visibility are always based on record types, so I would recommend creating record types and assign them with corresponding picklist values. There is no other way ( unless you want to do some coding) to display picklist values based on a certain business rule.

    Having said that, have you looked at using Dependent Picklists? You can split the existing picklists into sub-picklist fields and set up value dependencies. This will help when the user interacts with these picklists displaying a cleaner approach rather than having a long-list of values in a single field.

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Learn how to add or edit values in a custom picklist from the fields area of an object.

 

Click 👇to learn HOW!

Add or Edit Picklist Values

3 Kommentare
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Creating a report with filters - of which one is a custom picklist.  Is there a way to have the custom picklist be a drop down on the report to choose one, or more values to filter on?  Currently it is not showing the picklist value, so I have to type in the item I am looking for and it only lets me choose one, not multiple.

2 Kommentare
  1. 28. Okt. 2019, 14:43
    If your field is a picklist data type, using it as a filter should show you a list of all the values defined and active for that picklist. Then you can click on one or more of those values to filter on. Double check to make sure you are referencing the correct field in your report - maybe there is something similarly named on the same object or any other object that has fields present in that report type.
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