Follow these essential steps to ensure a smooth transition:
Step 1: Configure Your Values
Select which countries and states are active and visible in the picklists. Set a default country as appropriate for your business.
Step 2: Scan for Impact
Salesforce generates email reports identifying every affected record and customization. Review these carefully to understand the scope of work.
Step 3: Convert the Data
Standardize existing data—for example, mapping variations like “USA” and “US” to a single standard value.
Step 4: Enable the Feature
Now you’re ready to turn on the picklists.
Important: Salesforce strongly recommends completing steps 1–3 before enabling. If you skip ahead, new records will use the picklists while your old text data remains inconsistent, compounding your data quality issues.