In Salesforce, picklists are used to provide a set of predefined values that can be selected for a specific field. Global picklist value sets are a type of picklist that can be used across multiple objects in Salesforce. This allows administrators to define a set of values that can be used consistently throughout their organization.
Global picklist value sets can be created and managed from a single location, making it easy to maintain consistent values across different objects and applications. This can help to improve data quality and reduce errors caused by inconsistent or incorrect data entry.
Some common use cases for global picklist value sets include:
- Standardization of data: By using a global picklist value set, administrators can ensure that the same values are used across different objects and applications. This can help to standardize data and improve data quality.
- Simplification of data entry: Global picklist value sets can help to simplify data entry by providing a list of predefined values that can be selected from a dropdown list. This can help to reduce errors and improve efficiency.
- Localization of data: Global picklist value sets can be localized to support different languages and regions. This can help to ensure that users can enter data in their preferred language and that data is displayed correctly based on the user’s region.
Youtube Video
Before we get too far into the blog post, we have a video explaining how to use this feature on the Salesforce Emily youtube channel.
Check it out!
Step-by-Step Tutorial
First, head to set up to get started.
To get there, click on the gear icon in the top right corner and select setup.
Then in the quick find search for picklist value sets.
Select the new button to create a new picklist value set.
Next enter in the metadata and the picklist values you would like to have across the fields and objects.
Once you have completed the metadata click save and the value set is ready to use!
Jumping to the field creation process on the desired object you can select the global picklist value set from the drop-down menu when entering that metadata!
Conclusion
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Check out the salesforce Emily youtube channel here.
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