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            Edit Picklists for Record Types and Business Processes

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            Edit Picklists for Record Types and Business Processes

            Customize the values in record type or business process picklists based on your organization’s unique needs.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Record types are available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            Business processes are available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create or change record types: Customize Application
            To create or change business processes: Customize Application
            1. Select a record type or business process and click Edit next to the picklist field to change its values.
            2. Add or remove values as needed.
              Users can choose from these values when creating or editing records.
            3. Optionally, choose a default picklist value.
              Some picklists require a default value. The default value in a dependent field is ignored.
            4. Click Save.

            See Also

             
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