Picklists are getting a bumper enhancement in the Summer ‘22 release – with so many great new features. Moreover, Admins will be able to delete, activate, deactivate, or replace multiple custom field values at once, instead of one at a time. A picklist is a list box of pre-defined values. The user can only select one of the pre-defined values. Only the Administrator has the ability to add or delete picklist values.
What Is a Salesforce Picklist Field?
Picklists offer a selection of options available for specific fields in a Salesforce object, such as a list of regions. Users can then choose a single value from a list of options rather than make an entry directly in the field, which cuts down on errors and helps keep data clean.
Basically, there are two types in Salesforce
- Picklist: Users may select one value from a list.
- Multi-Select Picklist: Users may select multiple values from a list.
Altogether, represent a predefined list of values for users to choose from when inputting data into a field. Reminiscent of the way data in a cell can be validated from an array of values in Microsoft Excel.
To adapt the example above, what if I like both cats and dogs? This is where multi-select Picklists come into play! Regardless of whether the user should choose one or multiple values, this type of field is going to ensure that data is consistent. It may also be used in future automations developed later to sustain existing processes.
Create a Salesforce Picklist Field:
From the Fields & Relationships section on your chosen object, click the new button. Next, you will choose the field type – in this case, it will be a Picklist or [Multi-Select].
The most important aspect of picklists is defining the values that will be available to your users. To add a value you can either enter values manually or leverage an existing global picklist value set.
The major makeover are:
- Get a List of Custom Picklist Fields with Inactive Values
- Cleanup Inactive Picklist Values (BETA)
- Bulk Manage Picklist Values (BETA)
Easily Find Duplicate Values:
Meanwhile, the first related upgrade from the Summer ’22 release was the ability to discover which values are duplicate when creating new values. When creating a brand-new picklist, it’s often a simple case of cutting and pasting the new values in. Once a related field exists, it becomes trickier when adding or amending values. Furthermore, the update means that Salesforce will now tell you which values are duplicated – making things much simpler!
For more Blogs: Overview of Salesforce Enhanced Domains – (merfantz.com)