In order to dynamically add picklist values to a Salesforce Object, you need the following:
- A Salesforce account
- Administrator access to your Salesforce instance
- Understanding of Standard and Custom Objects in Salesforce
Step-by-Step Guide
- Log in to your Salesforce instance as an Administrator
- Navigate to Setup -> Create -> Objects
- Select the Object from the Setup page you wish to add picklist values to
- Scroll down to the Custom Fields and Relationships section
- Click on "New" under the Custom Fields and Relationships list
- Select the desired field type (Picklist, Multi-Select Picklist, or Checkbox)
- Define the Field Label and the Field Name.
- Select the values, or enter them in the Value box (for checkboxes, enter a True or False value).
- Click on "Save"
FAQ
Q: What Salesforce permissions do I need to add picklist values?
A: You need to have Administrator access to your Salesforce instance in order to dynamically add picklist values to a Salesforce Object.
Q: What type of picklist values can I add?
A: You can add Picklist, Multi-Select Picklist, or Checkbox values.
Q: Is there a limit to the number of values I can add?
A: No, there is no limit to the number of values you can add to a picklist.
Q: Can I edit existing picklist values?
A: Yes, you can edit existing picklist values by navigating to the Setup page for the Object, scrolling down to the Custom Fields and Relationships section, and then selecting the desired field. You can then edit the values, or enter them in the value box (for checkboxes, enter a True or False value).
Q: After I add picklist values, can I delete them?
A: Yes, you can delete picklist values after they have been added. After navigating to the Setup page of the Object and selecting the desired field, you can remove values from the list.
Related Links
For further information on Custom Fields and Objects in Salesforce, check out the Salesforce Developers site.