How to Commit and Deploy Picklist Fields

Picklist Fields have several possible configurations including:

Custom Picklist fields where the Admin/Developer manually adds Picklist Values
Standard Picklist fields linked to a Standard Value Set
Custom Picklist fields linked to a Custom Value Set
Custom or Standard Picklist fields on an Object without Record Types
Custom or Standard Picklist fields on an Object with Record Types


The following Scenarios explain how to Commit and Deploy Picklist Fields of each configuration.

For Custom Picklist Fields with manually added Picklist Values and no RecordType Assignments:

  • Select the CustomField metadata type and select the custom Picklist field by its API Name. This contains the field definition, including all manually added picklist values.
  • Select the associated Profiles and/or Permission Sets. This will set FLS for the Picklist Field on the Profiles/Perm Sets



For Custom Picklist fields with manually added Picklist Values and RecordType Assignments:

  • Select the CustomField metadata type and select the custom Picklist field by its API Name. This contains the field definition, including all manually added picklist values.
  • Select the RecordType metadata type and select the record type name. This will commit the field definition, the field’s picklist values and the assignments in the record type.
  • Select the associated Profiles and/or Permission Sets. This will set FLS for the Picklist Field and Record Type Assignment on the Profiles/Perm Sets
 

For Custom Picklist fields with a Custom Picklist Value Set and no RecordType Assignments:

  • Select the CustomField metadata type and select the custom Picklist field by its API Name. This contains the field definition.
  • Select the GlobalValueSet metadata type and select the Custom Picklist Value Set used in the picklist field. This contains the picklist values.
  • Select the associated Profiles and/or Permission Sets. This will set FLS for the Picklist Field on the Profiles/Perm Sets
 

For custom picklist fields with a Custom Picklist Value Set and Record Type Assignments:

  • Select the CustomField metadata type and select the custom Picklist field by its API Name. This contains the field definition.
  • Select the GlobalValueSet metadata type and select the Custom Picklist Value Set used in the picklist field. This contains the picklist values.
  • Select the RecordType metadata type and select the record type name. This will commit the field definition, the field’s picklist values and the assignments in the record type.
  • Select the associated Profiles and/or Permission Sets. This will set FLS for the Picklist Field and Record Type Assignment on the Profiles/Perm Sets



For standard picklist fields (e.g. Case Type) with a Standard Picklist Value Set and no Record Type Assignments:

  • Select the CustomField metadata type and select the standard Picklist field by its API Name (i.e. Case.Type). This contains the field definition.
  • Select the StandardValueSet metadata type and select the Standard Value Set by its API Name (i.e. CaseType). This contains the picklist values.
  • Select the associated Profiles and/or Permission Sets. This will set FLS for the Picklist Field on the Profiles/Perm Sets



For standard picklist fields (e.g. Case Type) with a Standard Picklist Value Set and Record Type Assignments:

  • Select the CustomField metadata type and select the standard Picklist field by its API Name (i.e. Case.Type). This contains the field definition.
  • Select the StandardValueSet metadata type and select the Standard Value Set by its API Name (i.e. CaseType). This contains the picklist values.
  • Select the RecordType metadata type and select the record type name. This will commit the field definition, the field’s picklist values and the assignments in the record type.
  • Select the associated Profiles and/or Permission Sets. This will set FLS for the Picklist Field and Record Type Assignment on the Profiles/Perm Sets

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