Quick summary
A Global Picklist in Salesforce is a centrally managed set of picklist values that can be shared across multiple objects and fields, ensuring consistency without duplication. This demo walks through the full process — from creating a Global Value Set in Setup to linking it to an Account field via the Object Manager.
Steps
- Click the gear icon at the top right of your Salesforce dashboard.
- Select Open Advanced Setup from the menu.
- In the Quick Find search box, type Picklist and select Picklist Value Sets.
- Click New in the Global Value Sets section.
- Fill in the required details for the new Global Value Set.
- Enter your values in the Values text box.
- Click Save to create the Global Value Set.
- Open Object Manager at the top of the Setup page.
- Choose the Account object from the list.
- Click Fields & Relationships in the left sidebar.
- Select New to create a new field.
- Choose Picklist as the Data Type and click Next.
- Scroll up then click Next to proceed.
- Choose Use Global Picklist Value Set in the Values section.
- Fill in the other required field details.
- Click Next to proceed through the wizard.
- Click Next again on the following step.
- Finally, click Save to complete the field creation.

