Loading

Salesforce Report Considerations for Changes to Picklist Values and Record Types

Udgivelsesdato: Sep 8, 2025
Beskrivelse

Administrators may want to update certain terminology within their Salesforce environment to better match their organization's needs.


For instance, if your company uses the term "Prospect" instead of "Lead," it might make sense to replace all existing references to "Leads" with "Prospects." In some cases, changes like this may affect other areas of the application, such as within Salesforce reports.


This article explains how renaming or replacing picklist values and record type labels affects existing Salesforce report filters and views, so administrators can plan label changes without disrupting active reports.

Løsning

Picklists
When a picklist value has been renamed, the filter criteria in Salesforce reports and views are not automatically updated. Users must manually update any report filters that reference the previous picklist value.

If you instead replace the picklist value, you should not need to modify existing report filters.  Since replacing the picklist value does not delete the existing value, both the new and existing values will appear when users edit report filters.

See Also: Difference between renaming and replacing a picklist value


Record Types
In the case of a record type, the label can be changed through the standard Salesforce User Interface (UI). This change does not impact any reports, as the filter criteria are automatically updated with the new record type label when the report is run.


The record type has two fields: a Label (displayed in reports and the UI) and an internal field called Record Type Name (used by Salesforce to identify the specific record type). Changing the label only changes how the field is displayed. If you change the label but do not change the internal name, reports are not affected.

Vidensartikelnummer

000385755

 
Indlæser
Salesforce Help | Article