This article will explain how to add options to multiple-choice fields, called “Picklists,” in Salesforce.

If you want to collect information in a multiple-choice/dropdown format, you'll use a “Picklist,” a type of Salesforce field that you can read more about in this Trailhead module. There are some picklist fields included with HomeKeeper, and as an administrator, you can add or remove options from these picklists.

Video Tutorial

Step-by-Step Instructions

1. Identify the field you want to edit

Find the field that you want to modify and note which Object it's located on. For this example, we'll use the ‘Neighborhood’ field on the Property object. 

2. Navigate to it in Setup

From that page, click the gear icon in the upper righthand corner and select ‘Edit Object’.

3. Find the field in Object Manager

Click ‘Fields & Relationships’ and use the search bar to quickly find the field that you wish to edit. You can tell if it is a picklist from this screen by looking at the Data Type column. To edit the field, click the field label in blue.

4. Add/Remove the picklist value

To add a new picklist value: scroll down to the Values section and click New. Then, and enter the values you'd like to appear on the dropdown, then click Save. 

To remove picklist values, you have two options:

1. Deactivate  (Recommended) - Click Deactivate next to the values you want to remove. This preserves existing data, but prevents users from selecting that option in the future, and allows you to reactivate it in the future.
2. Delete - Clicking Del deletes the picklist value, prompting you to reassign all existing entries to a different value. You cannot reactivate deleted picklist values.

6. Reorder picklist values

Once you've selected the picklist values you want to display, you can choose the order they display in. Click Reorder button, next to New.

• To recorder picklist values, select a value to change its position. Once it is highlighted in blue, you can use the arrow buttons to move it up and down the list. 
• You can also check the box to order them alphabetically.
• Click Save once you've made your updates.