Update the list of values available in picklist across multiple objects - Answers - Salesforce Trailblazer Community
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Jess StacpooleJess Stacpoole 

Update the list of values available in picklist across multiple objects

Hello,
I was wondering if there was a simple way to update all picklists for a field across multiple object? For example if I have a field, 'Secondary Lead Source' that sits in objects such as Lead, Account, Opportunity - currently if I want to add a new value to that list of values I have to manually add it to all picklists in each field in the relevant objects. 

Is there a way to add the additional value to just the 'Secondary Lead Source field in LEAD and for these to then automatically update the linked fields in the other objects?

[Yes they are linked - the lead conversion will carry the information over to Account/Opp etc but currently if a non-manually added value is chosen it will not appear in Accounr/Opp]

Thanks in advance!
Jess
Best Answer chosen by Jess Stacpoole
Nick SauerNick Sauer
Hi Jess - this seems like a good case for use of global picklist value sets.  Have you tried this before?  It works quite well for scenarios where the same picklist is used across objects.  it won't save you any time on initial implementation but once you have it set up, it'll be much easier to make future changes.
https://help.salesforce.com/articleView?id=fields_creating_global_picklists.htm&type=5

All Answers

Nick SauerNick Sauer
Hi Jess - this seems like a good case for use of global picklist value sets.  Have you tried this before?  It works quite well for scenarios where the same picklist is used across objects.  it won't save you any time on initial implementation but once you have it set up, it'll be much easier to make future changes.
https://help.salesforce.com/articleView?id=fields_creating_global_picklists.htm&type=5
This was selected as the best answer
Jess StacpooleJess Stacpoole
Hi Both - thank you so much! A very easy solution, I never realised that was the function! 

I have now gone to the picklists in Lead and promoted them all to Global Value Picklists - is there an easy way for me now to allocate this Global Set across Account/Opportunity?

Many thanks!
Nick SauerNick Sauer
Unfortunately you cannot set existing fields to use the global picklist value set you just created via promotion - only new fields will allow this.  This is an ongoing pain point, with Idea here:  https://success.salesforce.com/ideaView?id=08730000000cJegAAE
There is an app that doesn't appear to work very well (based on reviews), though I haven't tried it:  https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000Ei6FmUAJ
In our case, we created value set, exported existing values on old field, created new field using the global picklist value set and then imported the values back to new field.  Not sure of your business setup, but perhaps that is possible for you.  Sorry, should have included this information with original reply.
Jess StacpooleJess Stacpoole
Hi Nick, 

Thanks for your suggestion. Had a look at the app but as you say not overly promising. 

Do you have a link to a process for the export/import onto new fields? Not something I have done yet and I want to make sure I do it properly - I would have a lot of angry salespeople if I lost the info they have gathered about leads/clients!

Thanks again!