In today’s video, we’ll show you how to make custom picklist values global in Salesforce. As your org changes, you may find that a custom picklist actually needs to be a global one. Luckily, this is a simple change. To make custom picklist values global in Salesforce, follow these steps:
1. Navigate to Setup.
2. Go to the picklist you want to update.
3. Select Edit.
4. Click Promote to Global Value Set.
5. Give your new set a name and description if needed.
6. Select Promote to Global Value Set.
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We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.