This article shows administrators how to update picklists in the system. It discusses the different processes for updating standard object picklists and custom object picklists.


Updating Standard Object Picklists

To access and update picklist values for standard objects:

  1. Access the Setup Menu via the dropdown list at the top of the interface.
  2. Search for the object that you'd like to update using the Quick Find field or access the data object via the Customize section in the menu.
  3. Click into the Fields section for the specified data object.
  4. Click on the Name of the field that you'd like to update. You can identify picklists via Data Type column.


When viewing the list of fields available for a standard data object you'll notice that they're separated into 2 different sections - at the top you'll see all the out-of-the-box fields that Salesforce provides and underneath you'll see all the custom fields that have been created that are specific to your environment.



Standard objects are defined as the out-of-the-box system objects that are available in Salesforce - Contacts, Accounts, Leads, Opportunities, Cases, etc.




After clicking into the field you'll be presented with the details of the field and several options to make updates:

  • Click the Edit Link to update an exising picklist value.
  • Click the Deactivate Link to deactivate a picklist value.
  • Click the New Button to create a new value.
  • Click Reorder to order your picklist values.



Be careful to not delete picklist values that are currently populating records in your system. In this case it is best practice to simply deactivate the value.



Adding New Values

To add a new value click on the New Button. You'll then be presented with the screen below.

  • Add each new value on a new line.
  • If you have different record types for the selected data object you can specify which record types you'd like the value to appear in.
  • Click Save to add the new values.





Reordering the Picklist

To reorder your picklist or set a default value click the Reorder Button and you'll be presented with the screen below.

  • Update the order using the arrows or tick the checkbox to sort by alphabetical order.
  • Select a Default Value to automatically populate the field with a value whenever a record is created.


It's best practice to update the order of the list whenever you add new values. Alphabetical order is commonly used to make it easier for users or you can set an order based on an organisation process.





Updating Custom Object Picklists

To access and update picklist values for custom objects:

  1. Access the Setup Menu via the dropdown list at the top of the interface.
  2. Go to the Create section in the menu and click on Objects.
  3. Click on the Name/Label of the data object that you'd like to update.



Custom objects are defined as the data objects that are generated by a developer to extend the platform to meet your organisation's business requirements - Events Registrations, Alerts, Agreements, Projects, Time, Invoices, etc.




When you've accessed your selected object scroll down the page to the Standard Fields and Custom Fields & Relationships sections. You can identify picklists via the Data Type column, click the Field Label to access the field that you'd like to update.

At this point you can follow the same update process specified for standard object picklists.