Salesforce Platform · Object Manager81 tasks
Configure Picklist Fields
Add or edit picklist values and defaults on standard and custom objects, and find out why a value or default does not behave as expected.
Method
How MeshMesh does it
- Proposes an implementation plan and waits for the user to approve it before changing anything.
- Reads the current picklist values, including the standard value set behind a standard field.
- Checks record types for their own picklist defaults when a field-level default does not show up, and hands back a fix plan with manual Setup steps.
- Explores the org to see how a picklist is used, counts records with no value and looks at related fields as signals for mapping values.
- Writes a phased plan covering the metadata deploy, value mapping, bulk update and verification.
- Deploys through the Metadata API or Tooling API, and falls back to the Setup UI when a deploy is refused.
- When every route is blocked, records what it found and lays out alternative paths for the admin.
Next capability: Configure Record Types.
Products
Products and features it works with
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Features
Object Manager