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The Manage Picklists feature in XL-Connector allows you to manage Global, Standard, and Custom picklists from Excel, making it easy to bulk update values, activate/deactivate entries, and maintain consistency without manually editing each field in Salesforce.
Types of Picklists
Global Picklists
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You can:
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- Add new values (add rows → Update)
- Activate/deactivate values using isActive
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You cannot:
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- Delete values (only deactivate)
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Standard Picklists
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You can:
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- Modify values
- Add new values
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You cannot:
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- Delete or deactivate values.
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Custom Picklists
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You can:
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- Modify values
- Add values
- Delete entire picklists (by removing all values)
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You cannot:
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- Create new picklists
- Delete individual values
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How to Manage Picklists
Step 1 – Download Picklists
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Go to Power Tools → Manage Picklists → Download.
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Select the type of picklist and object, if applies, and click Download.
Step 2 – Edit Data
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Use columns to modify values.
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Use object column to filter custom picklists.
Step 3 – Apply Changes
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Select rows.
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Click Update / Update Selected.
Notes
- Do not change layout.
- Deleting all values in a custom picklist deletes the field.
