Replace a Picklist Value
As your business changes, replace picklist values with more relevant alternatives. Replacing a value globally replaces that field value on all existing records.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: all editions |
| User Permissions Needed | |
|---|---|
| To replace picklist values: | Customize Application |
For example, let’s say you have a status picklist with three different closed values, Closed-red, Closed-yellow, and Closed-green, and you want to simplify those three values to just one. Replace them with the new value Closed.
- If necessary, create the replacement value in the picklist edit page. See Add or Edit Picklist Values.
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Navigate to the picklist.
- For a global picklist value set: From Setup, enter picklist in the Quick Find box, then select Picklist Value Sets.
- For a picklist on an object, go to the fields area of the object. For example, for an Account picklist: From Setup, enter Account in the Quick Find box, then select Fields under Accounts.
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Replace the picklist value.
- For a global picklist value set: Go to the Global Value Set Detail page by clicking the picklist name. In the Values section, click Replace.
- For all other picklists: Click Replace next to the picklist name.
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Enter the value you want to change, and select a new replacement value.
Replacing an existing picklist value also changes the Modified By date and time for the record.
- To use the new value in records where this field is empty, select Replace all blank values.
- To update all occurrences of the value in your org’s records with the new value, click Replace. Occurrences in the Recycle Bin are also updated.
The replace job is queued. To check the job’s status, from Setup, enter Background Jobs in the Quick Find box, then select Background Jobs. You receive an email when the job is complete. If you replace the Stage picklist for opportunities, the Probability, Forecast Category, and Expected Revenue fields are also updated with the corresponding values.
