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Default 'picklist' values in Salesforce

Publiceringsdatum: Oct 13, 2022
Beskrivning
 

What are the default picklist values in Salesforce?

  • A picklist is a list box of pre-defined values. The user can only select one of the pre-defined values. Only the Administrator has the ability to add or delete picklist values.
  • Additional information on how to customize picklist values, please review Add or Edit Picklist Values.
  • Salesforce provides default values for each picklist field. If these default values meet your needs, you do not need to add new entries in the values box. If you want to add or change any of these entries place the new values you wish to appear in the values box and delete any entries you no longer need.
Lösning

Standard Picklist Values:

Home Tab
Leads Tab
Accounts Tab
Contacts Tab
Opportunities Tab
Cases Tab
Solutions Tab
Contracts Tab
Campaigns Tab
 

HOME TAB STANDARD PICKLIST VALUES

Calendar Event Subject

  • Call
  • Email
  • Meeting
  • Send Letter/Quote
  • Other

Task Priority

  • High
  • Low
  • Normal

Task Status

  • Not Started
  • In Progress
  • Completed
  • Waiting on someone else
  • Deferred

Task Subject

  • Call
  • Email
  • Meeting
  • Send Letter/Quote
  • Other
 

LEADS TAB STANDARD PICKLIST VALUES (Available in the Professional and Enterprise Editions only)

Salutation

  • Mr.
  • Ms.
  • Mrs.
  • Dr.
  • Prof.

Lead Source

  • Advertisement
  • Employee Referral
  • External Referral
  • Partner
  • Public Relations
  • Seminar Internal
  • Seminar Partner
  • Trade Show
  • Web
  • Word of mouth
  • Other

Industry

  • Agriculture
  • Apparel
  • Banking
  • Biotechnology
  • Chemicals
  • Communications
  • Construction
  • Consulting
  • Education
  • Electronics
  • Energy
  • Engineering
  • Entertainment
  • Environmental
  • Finance
  • Food & Beverage
  • Government
  • Healthcare
  • Hospitality
  • Insurance
  • Machinery
  • Manufacturing
  • Media
  • Not for Profit
  • Recreation
  • Retail
  • Shipping
  • Technology
  • Telecommunications
  • Transportation
  • Utilities
  • Other
Lead Status
  • Open
  • Contacted
  • Qualified
  • Unqualified

Rating

  • Hot
  • Warm
  • Cold
 

ACCOUNTS TAB STANDARD PICKLIST VALUES

Type

  • Analyst
  • Press
  • Competitor
  • Prospect
  • Customer
  • Reseller
  • Integrator
  • Investor
  • Partner
  • Other
  • Consulting

Industry

  • Agriculture
  • Apparel
  • Banking
  • Biotechnology
  • Chemicals
  • Communications
  • Construction
  • Consulting
  • Education
  • Electronics
  • Energy
  • Engineering
  • Entertainment
  • Environmental
  • Finance
  • Food & Beverage
  • Government
  • Healthcare
  • Hospitality
  • Insurance
  • Machinery
  • Manufacturing
  • Media
  • Not for Profit
  • Recreation
  • Retail
  • Shipping
  • Technology
  • Telecommunications
  • Transportation
  • Utilities
  • Other

Rating

  • Hot
  • Warm
  • Cold

Ownership

  • Public
  • Private
  • Subsidiary
  • Other

Partner Role

  • Role Reverse Role
  • System Integrator Client
  • Consultant Client
  • Agency Client
  • Advertiser Vendor
  • VAR/Reseller Vendor
  • Distributor Vendor
  • Developer Vendor
  • Broker Agent
  • Lender Broker
  • Supplier Retailer
  • Institution Client
  • Contractor Sub-Contractor
  • Dealer Supplier
 

CONTACTS TAB STANDARD PICKLIST VALUES

Contact Salutation

  • Mr.
  • Ms.
  • Mrs.
  • Dr.
  • Prof.
  • Mrs
  • Ms
  • Mr
  • Dr
  • Colonel
  • Attn:

Lead Source

  • Advertisement
  • Employee Referral
  • External Referral
  • Partner
  • Public Relations
  • Seminar Internal
  • Seminar Partner
  • Trade Show
  • Web
  • Word of mouth
  • Other
 

OPPORTUNITIES TAB STANDARD PICKLIST VALUES

Type

  • Existing Business
  • New Business

Lead Source

  • Advertisement
  • Employee Referral
  • External Referral
  • Partner
  • Public Relations
  • Seminar Internal
  • Seminar Partner
  • Trade Show
  • Web
  • Word of mouth
  • Other

Stage

  • Prospecting 10% Open
  • Qualification 10% Open
  • Needs Analysis 20% Open
  • Value Proposition 50% Open
  • ID Decision Makers 60% Open
  • Perception Analysis 70% Open
  • Proposal/Price Quote 75% Open
  • Negotiation/Review 90% Open
  • Closed Won 100% Closed Won
  • Closed Lost 0% Closed Lost

Contact Role

  • Business User
  • Decision Maker
  • Economic Buyer
  • Economic Decision Maker
  • Evaluator
  • Executive Sponsor
  • Influencer
  • Technical Buyer
  • Other

 

CASES TAB STANDARD PICKLIST VALUES (Available in the Professional and Enterprise Editions only)

Type

  • Problem
  • Question
  • Feature Request
  • Duplicate

Case Reason

  • User didn't attend training
  • Instructions not clear
  • Complex functionality
  • Existing problem
  • New problem

Status

  • New
  • On Hold
  • Escalated

Case Priority

  • High
  • Medium
  • Low

Case Origin

  • Phone
  • Email
  • Web
  • Fax


SOLUTIONS TAB STANDARD PICKLIST VALUES (Available in the Professional and Enterprise Editions only)

Status

  • Draft
  • Reviewed
  • Duplicate

 


CONTRACTS TAB STANDARD PICKLIST VALUES (Available in the Professional and Enterprise Editions only)

Status

  • Draft
  • In Approval Process
  • Activated


CAMPAIGNS TAB STANDARD PICKLIST VALUES (Included in the Enterprise Edition, available with the Professional Edition for an additional fee)

Status

  • Aborted
  • Completed
  • In Progress
  • Planned

Type

  • Advertisement
  • Banner Ad
  • Direct Mail
  • Email
  • Other
  • Partners
  • Public Relations
  • Referral Program
  • Seminar/Conference
  • Telemarketing
Knowledge-artikelnummer

000384457

 
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Salesforce Help | Article