App Tutorial

Add Picklist Values to Salesforce Record Types: A Guide

Jason Gong
App automation expert
Apps used
May 5, 2024

To add picklist values to a Salesforce record type, start by ensuring the picklist field exists or create a new one. Then, navigate to the object's record type settings to specify which picklist values are available.

This process enhances data integrity and user experience by presenting relevant options.

Streamline your Salesforce CRM processes and automate with Bardeen to ensure your system is always up-to-date.

Adding picklist values to a record type in Salesforce is a common requirement for administrators who wish to tailor the user experience by controlling which picklist values are available for specific record types. This customization allows for a more streamlined data entry process, ensuring that users select from only the most relevant options for their specific context. The process involves several steps, starting with the addition of a picklist field to a record type, and then specifying which values of the picklist are available for that record type.

How to Add Picklist Values to Record Type in Salesforce

To add picklist values to a record type in Salesforce, administrators must first ensure that the picklist field they wish to modify is already created. If not, the creation of a new picklist field is the initial step. Following this, the process involves navigating to the object that houses the record type, adjusting the record type settings, and then specifying the picklist values that should be included.

Automate your Salesforce CRM processes with Bardeen to save time and enhance efficiency. Learn more about our Salesforce automation playbooks here.

Add Picklist Field to Record Type Salesforce

Adding a picklist field to a Salesforce record type begins with accessing the Object Manager from the Setup menu. Here, administrators can select the specific object (e.g., Account, Contact) to which they want to add a picklist field. Within the object's fields and relationships section, the 'New' button allows for the creation of a new field, where 'Picklist' or 'Picklist (Multi-select)' can be chosen as the field type. After defining the picklist values and completing the field setup, the field can then be associated with specific record types.

Salesforce Add Picklist to Record Type

Once the picklist field is created and configured, the next step is to add it to a record type. This is achieved by editing the record type settings for the object in question. Within the record type detail page, the 'Picklists Available for Editing' section allows administrators to configure which picklist values are available for that record type. This involves selecting the picklist field and then using the 'Edit' action to specify which values should be included or excluded for the record type.

How to Add Value to Existing Picklist in Salesforce

Adding new values to an existing picklist in Salesforce requires navigating to the 'Fields & Relationships' section of the object where the picklist is located. By selecting the picklist field, administrators can access the 'Values' section where new picklist values can be added. It's important to note that after adding new values, these must also be explicitly made available to the relevant record types by editing the record type settings as previously described.

For a comprehensive guide on automating Salesforce by integrating with other apps, check out our Salesforce Integration Workflow Automation Guide.

Following these steps ensures that Salesforce administrators can effectively manage picklist values across different record types, enhancing data integrity and user experience by presenting only the most pertinent options to end-users.

Automate Your Salesforce CRM with Bardeen Playbooks

Adding picklist values to a record type in Salesforce can be a manual process involving several steps. However, for Salesforce administrators and sales teams looking to streamline their CRM processes, automation can significantly reduce the time and effort required. By utilizing Bardeen's Salesforce automation playbooks, tasks such as importing company records, creating new opportunities, and managing contacts can be automated, ensuring your Salesforce CRM is always up-to-date and aligned with your sales processes.

  1. Import Salesforce Company Records from Pitchbook Data: Automate the import of company records into Salesforce using data from Pitchbook, streamlining lead onboarding and CRM data management.
  2. Create a new Salesforce opportunity: Simplify the process of adding new opportunities to your Salesforce CRM, enabling your sales team to focus on closing deals.
  3. Create a new Salesforce contact: Automate the creation of new contacts in Salesforce, enhancing your CRM's accuracy and your team's efficiency.

Embrace these automation strategies to optimize your Salesforce CRM operations. Get started by downloading the Bardeen app.

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