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Tips for Picklists

in CRM On Demand - Administration (MOSC) Question
Picklist Naming"Tips"

  1. The Picklist ID is used in sorting by lists and reports, so it's best to keep the ID the same as the display name. Give careful consideration to your picklist value names prior to setting them up.
  2. If you need to change the display name of a picklist value, it's better to create a new picklist value and disable the old one. However, prior to disabling the old value, create a list of records with the old value and use the list utility, "Mass Update," to change the value to the new one. Other options besides "Mass Update" are Export/Import and Web Services, although "Mass Update" is the simplest to use.

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