Convert State and Country/Territory Data
To convert text-based state and country/territory data to picklist-compatible values, select specific text values and choose the standard values you want to map them to. For example, you can select all occurrences of “USA” and change them to “United States.”
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: All Editions except Database.com |
| User Permissions Needed | |
|---|---|
| To convert text-based state and country/territory data: | Modify All Data |
Before you convert state, country, and territory values in State and Country/Territory Picklists setup, configure the picklists for your org. That way, the data in your org is consistent and accurate when you enable picklists, because all new and updated records use your specified integration value.
Convert countries first, and then states and provinces.
You can convert up to 2,000 country/territory values and up to 2,000 state values. However, state and country/territory picklists that contain more than 1,000 states or countries can degrade performance.
- From Setup, enter State and Country/Territory Picklists in the Quick Find box, then select State and Country/Territory Picklists.
-
On the State and Country/Territory Picklists page, click Convert identified
data.
Salesforce opens the Convert States, Countries, and Territories page. This page displays all the country and territory text values that appear in your org and the number of times each value is used.
- Select Change for one or more values you want to convert. For example, select Change for all the iterations of United States.
-
In the Change To area, choose the country or territory that you
want to convert the text values to and click Save to
Changelist.
Note If you map states or countries to Unknown value, users see states and countries in their records. However, your users encounter errors when they save records, unless they change each state, country, and territory to a valid value before saving. -
Repeat Steps 3 and 4 for other country and territory values, such as for Canada.
Salesforce tracks planned changes in the Changelist area.
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When all the countries are mapped, click Next to convert state
values.
Use the Country of Origin column to identify the country or territory associated with that state or province.
- To convert the values and turn on state and country/territory picklists in your org, click Finish and Enable Picklists on the Confirm Changes page. Or, to return to the State and Country/Territory Picklists page, click Finish.
Edit Converted Picklist Mappings
Edit existing picklist data mappings from the Convert Countries or Convert States page in Setup.
- In Setup, find and select State and Country/Territory Picklists.
- In the Enable State and Country Picklist section, select Convert identified data.
- To revert a value in your changelist, select Undo.
You can convert state, country, and territory values even after saving your changelist and enabling the picklist. After picklists are enabled, you can no longer edit your conversion mappings. To make changes to picklist after it's enabled, you must disable the picklist and re-scan and convert your scanned data.
Clear Scanned and Converted Picklist Mappings
If your converted data mappings are in a unrecoverable state, you can clear your scanned and mapped state and country data, and start again.
Clearing scanned and mapped data wipes out all the work you've done to convert scanned data to picklist entries. Use this feature only if you're unable to individually edit and revert your picklist data mappings.
- In Setup, find and select State and Country/Territory Picklists.
- From the State and Country/Territory Picklists page, locate the Enable State and Country/Territory Picklists section and select Scan for State and Country Picklist data.
- From the Scan for Affected Data and Customizations page, select Clear Scanned and Mapped Data.
