Sunday, April 3, 2016 - Using Global Picklists

In this example, we'll explore how to add that global picklist to the account object.

As expected, you need to add it from the account fields area.  So we'll go to Setup and search for "accounts".  Click the "fields" item from the list.

Click New for a new field at the bottom of the screen where you can add custom fields.

On the first screen, select "picklist" like you normally would.

On the next screen (picklist definition), this is where it will change and we'll select the global picklist option.

Add in your field and label names as you normally would add a field.  Click Next.

On the next screen, choose which global picklist you'll use on this object.  Remember, global picklists will have the same choices on all objects which is very useful when mapping picklists (such as lead to account mappings).

Now, when we add it to the form, you'll have that picklist availble (add it to the form like any other form through the page layout editor).

Written by Prahba Krishnamurthy


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