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Activity › Forums › Salesforce® Discussions › What is Global Picklist ? And Why do we use it in Salesforce?

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  • Radhakrishna

    Member
    July 13, 2017 at 5:02 AM

    Hello Shariq,

     

    A custom picklist is tied to a particular object as a field on the object. Unlike a custom picklist field, a global picklist exists independently as a global picklist value set. Its values are shared with any picklist that’s based on it.

    A global picklist is a restricted picklist by nature. Only a Salesforce admin can add to or modify its values. Users can’t add unapproved values, even through the API.

    From Setup, enter Picklist in the Quick Find box, then select Picklist Value Sets.
    Next to Global Value Sets, click New.
    Enter a label for the global value set. This name appears in Setup, and when users create a picklist based on this global value set.
    To tell users what these values are for, enter a specific description of the global value set. This text appears on the Picklist Value Sets list page in Setup.
    Enter the values, one per line.
    Optionally choose to sort the values alphabetically or to use the first value in the list as the default value, or both. You can’t change these settings later.
    If you select both options, Salesforce alphabetizes the entries and then sets the first alphabetized value as the default.
    Click Save.

    Your global value set is ready to be used in custom picklist fields. You can reorder the values by clicking Reorder.

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  • Parv Shekhar Singh

    Member
    July 13, 2017 at 6:20 AM

    Hi Shariq,
    A Global Picklist means a picklist which you can access for all salesforce objects. In other words if you are creating any picklist, this picklist you can use for your Account, Lead, Opportunity and custom object etc.
    The reason why we use it and how to make it can be understood by taking a very small example, suppose you are creating one simple Picklist called Product Picklist, for creating it just go to "Setup" then search for "Picklist Value Sets", in this page click on "New" and create new 'Global Value Set' by giving its Label as 'Product' and some values (e.g. Gold, Diamond, Silver) after this please check the below given check box. Now our Picklist is ready.
    Now we want to add this Picklist into Lead. So 1st we will go to "Customize" then "Lead" the go to "fields" then creat a "new custom field", in which select Picklist data type then on next page give "Field Label" as 'Product' and in "values" select 'Product Picklist' then complete the process by saving it. Now your Picklist is ready, just go on Lead and easily you can see your 'Product Picklist' on this object. Repeat this same process for opportunity and other object which you want.Try this process once it will defiantly help you.

    Thanks

  • Parul

    Member
    September 16, 2018 at 5:19 AM

    Salesforce provides a way to create a custom Picklist on any Object or modify any existing Picklist values. But such type of Picklist is limited for that particular object and no other objects. Salesforce provides a flexibility to use “Global Picklist” value sets to share values across objects and custom Picklist fields and to restrict the Picklist to only the values that you specify.

    A global Picklist value set is a restricted Picklist by nature. Only a Salesforce administrator can add to or modify its values. Each value set can have total 1000 values including both active and inactive and each salesforce org can have 500 global Picklist value sets.
    Thus, we can create a Global Picklist value set to specify Org wide common details like Country codes, business product specific properties which can be shared by any other object in the Org.

     

    Thanks

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