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Jingli Hu 3Jingli Hu 3 

record Type label change and picklist option label impact

We want to make change on some record type label and picklist option's lable, not record type name which is used as API name, not picklist option's api name. we want to know whether the change will impact

workflow/process builder/flow criteria
look up filter
listview filter
report/dashboard filter
or other impacts

for picklist option label change, does updating label  directly or replacing with another newly created option have less impact?


Appreciated your response!

Best Answer chosen by Jingli Hu 3
AbhinavAbhinav (Salesforce Developers) 
I think only changing label will not have impact.

You can also check this link for similar suggestions :

https://developer.salesforce.com/forums/?id=9062I000000XwtmQAC

https://salesforce.stackexchange.com/questions/306144/when-renaming-picklist-value-labels-where-else-should-i-be-making-changes

If above information helps please mark it as best answer .

Thanks!

All Answers

AbhinavAbhinav (Salesforce Developers) 
Hi Jingli,

 For Picklist:

Only updating the value label will not affect any automation process until we change the API of that value. 

Check this docs:

https://help.salesforce.com/s/articleView?id=000328968&type=1

Check suggestions  provided on below link for changing record type label impact:

https://salesforce.stackexchange.com/questions/319356/changing-record-type-label

Thanks!
 
Jingli Hu 3Jingli Hu 3
Thanks Abhinav,

in the link above,  I am a little confused on  "Note: Workflow Rules using the old value may not update automatically.  These Workflow Rules may break or give errors.  Only updating the value label will not affect any automation process until we change the API of that value." . Will label change impact workflow or not?
Jingli Hu 3Jingli Hu 3
also, if we have some formula field which is checking the picklist field selection. will that be impacted?
AbhinavAbhinav (Salesforce Developers) 
I think only changing label will not have impact.

You can also check this link for similar suggestions :

https://developer.salesforce.com/forums/?id=9062I000000XwtmQAC

https://salesforce.stackexchange.com/questions/306144/when-renaming-picklist-value-labels-where-else-should-i-be-making-changes

If above information helps please mark it as best answer .

Thanks!
This was selected as the best answer