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I would like to know if there a way to mapping Picklist field values to display as string when Import Excel sheet with number value for that field ? Example I've a lead with Picklist field "Are you ready to join?" and values are (Yes/No).

On Excel Sheet values came even 1 for yes or 0 for no.

Is there a way to mapping these values? I thinking about workflow on insert/update but maybe there a simple solution for this if I had more than one field like this.

sorry for my English !

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There's no way to make the transformation during import. If you were importing to a checkbox, 1 and 0 would translate to checked and unchecked (respectively), but as a picklist, they are basically text values. You have two choices in regards how to handle this: fix the import file before importing, or use the built-in mass change tools in salesforce after importing.

For the first option, simply select the column in Excel, choose Find & Replace, and change 1 to Yes, and 0 to No. For the second option, import the file as is, then go to the field in Setup (e.g. Setup > Customize > Accounts > Fields, or Setup > Create > Objects), select "Replace" next to the field, and replace 1 with Yes and 0 with No.

  • Thank your for your detailed Answer, but sorry when Import field with value 0 (which not exist) I have only Yes or No. How this value will imported or sorted into picklist ? or you mean to create another text field to insert 0/1 values ? – user3003810 Sep 20 '15 at 17:05
  • @user3003810 Picklists will import any value you like, even those not present in the picklist. Just import the file, and use the Replace function afterwards to fix the values. – sfdcfox Sep 20 '15 at 17:32
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You can write a before insert/update trigger. A workflow will cause triggers to fire again which is suitable if your organisation has a small code base however not very ideal in case your organisation has large code base with lots of triggers and queries.

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