You may have picklists in your CRM system that have the same set of values. Normally, you would have to create and maintain a copy of this set of values separately for each picklist.
Global sets are collections of picklist values that can be associated with multiple picklists across modules:
Benefits of using global sets include the following:
Some useful built-in aspects are as follows:
Use the criteria below to determine whether you should use global sets in a given scenario:
If the picklist values are specific to one module, local picklist values would be the more effective option.
For example, picklist values like Invalid number , Number is busy , and Requested call back are specific to the Calls module. In this case, add them as local picklist values.
If the picklist values are needed across modules, a global set would be the ideal option.
For example, sources of leads are often used across Leads, Contacts, and Deals modules. In this case, create a global set with lead sources as picklist values, then associate this global set with picklists across those modules.
Your business caters to a wide range of industries. Teams across your organization look at industry categories as a means to understand the needs of your customers better. Accordingly, picklists with industry types as values are present in multiple modules. These values are stored in multiple records and used in workflow rules, reports, and so on.
Maintaining such picklists is a time-consuming process:
This process is undesirable for two reasons:
It's inefficient. You're repeating the same set of steps in multiple locations.
It's error-prone. Since you're making the changes by hand in multiple locations, you may forget to add or remove a value in one or many picklists, you may enter different spellings in different places, or you may commit other possible errors.
Using global sets, this process is simpler, faster, and more accurate:
This is more efficient and less error-prone than the process required for local picklist values. These advantages persist in other scenarios where the same set of picklist values are used in multiple picklists.
If you want to use
sets in your CRM system, see Working with global sets.
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