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Barbara Edwards
new picklist value not showing in record
I'm (very) new to Salesforce. I'm using it with a nonprofit. We don't have Leads (most common example I found online), we have Members. My Setup does not have a Build > Leads(Members) > Fields option. I can see something similar to what other users have described by going to Platform Tools > Objects and Fields > Picklist Value Sets (or going through Object Manager to Fields & Relationships). Both lead me to the picklist I want.
I created a new picklist. It did not have an option to select which record types to apply to, but did have a box to apply to all record types. I selected it. Saved and applied. Still doesn't show for any member in that picklist category.
My picklist still doesn't show. I have set it as the default value and unset it. Neither works.
Any other suggestions?
I created a new picklist. It did not have an option to select which record types to apply to, but did have a box to apply to all record types. I selected it. Saved and applied. Still doesn't show for any member in that picklist category.
My picklist still doesn't show. I have set it as the default value and unset it. Neither works.
Any other suggestions?
You access Lead fields this way: Setup>Build>Customize>Leads>Fields
Make sure you havew given access to the new picklist field to all the intended users.
At all.
See:
Picklist fields are created from the page you are showing above, there is a "new" button which will take to the field setup page, and then you should be able to set up your picklist field, with its values.
Also, switching back to Classic did solve some of my confusion over the menu, but didn't make this easier - still missing many of the options other users have described, and cannot find Record Types to enter manually.
It's fixed!