You are here: More... > Create a custom list of values

Lists of values

To prevent data-entry errors, you can choose values from a predefined list of values, or picklist. The List of Values command is available for Create, Update, and Upsert.

If you are working in the Excel Add-in, you can use the List of Values command without logging in to Salesforce.

  1. If the column on the Run tab or in the Excel spreadsheet says List of Values, select the cell where you want to add data.

    list of values label in column header

  2. Click List of Values on the ribbon.

    list of values button

  3. Choose the value that you want.
  4. Click Copy.

Salesforce displays all the picklists that are available for the active object, so you can choose the values for multiple fields.

If the list of values is changed in Salesforce, click the Map tab and then click Refresh Object to see the updated list in Studio for Salesforce.

refresh object button

Note: To compare the List of Values with the picklist feature that is in Salesforce, see Salesforce features and how they work in Studio for Salesforce.

Create a custom list of values

If a field does not already have a picklist, you can restrict the data to a specific set of values by creating a custom list.

  1. In the Mapper, click the button in the List of Values column.
  2. Click the folder icon, and browse to the text file that contains the list.

    list of values dialog box

  3. In the Delimiter box, type the character that separates each item in the list.
  4. Click Import, and then click OK.
  5. The button changes from a green check mark to a red C.

On the Run tab, you can use the list by clicking in the column for that field and then clicking List of Values on the ribbon.