How to Update Picklist Values in Salesforce
Learn how to add, remove, or modify picklist values in Salesforce fields to keep your data options current.
Traditional Method
5-10 minutes
easy1
Navigate to Object Manager
Go to Setup > Object Manager and select your object
2
Find the Field
Click 'Fields & Relationships' and locate the picklist field
3
Edit Picklist Values
Click the field name, then scroll to 'Picklist Values' section
4
Add New Values
Click 'New' to add values, or edit existing ones
5
Deactivate Values
Click the value and select 'Deactivate' to remove it from new records
6
Set Default Value
Choose a default value if needed
7
Save Changes
Click 'Save' to apply changes to the picklist
With Clientell
10 seconds
EasyInstead of following multiple steps, use Clientell to complete this task instantly:
Add the value 'Pilot' and deactivate 'Proof of Concept' in the picklist Opportunity_Type__c.Benefits:
- Update picklists instantly with a simple prompt
- No need to navigate through multiple setup pages
- Can update multiple values in one command
- Automatically handles activation/deactivation