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Playbook
Objects and Fields
Picklist Value Sets

Global Value Sets

New Global Value Set

Design

As a Salesforce User
I want a picklist of \{field-name} values that can be used and re-used in multiple places
So that I can maintain a single source of truth for these values
Acceptance Criteria
Given I want to input \{field-name}
When I clcik on the dropdown
Then I should see the list of values

Build

Task Name: Create {field-name} Global Value Set

Setup -> Objects and Fields -> Picklist Value Sets -> New

Label: {field-name}
API Name: default | {api-name}
Description: {description}

Values:

  • Example 1
  • Example 2
  • Example 3

Display values alphabetically, not in the order entered: True | False
Use first value as default value: True | False

Test

Steps:

1. Blah blah

Edit Global Value Set

Build

Task Name: Edit {field-name} Global Value Set

Setup -> Objects and Fields -> Picklist Value Sets

Edit {field-name}

label: {field-name}
API Name: {api-name}
Description: {description}

Add Values:

  • Add Example 1
  • Add Example 2
  • Add Example 3

Remove Values:

  • Remove Example 1
  • Remove Example 2
  • Remove Example 3

Display values alphabetically, not in the order entered: True | False
Use first value as default value: True | False