What's are you using for a standard industry picklist?

[Anonymous]

We're a early-stage SaaS B2B company selling to IT and looking for something not as formal as SIC but more built out than 10-12 values.

[Anonymous · Accepted solution]

Here's one I found: (Should I move it to a Document) and people can add their comments/thoughts/suggestions:? We should create a living doc with people's pick lists. Thoughts?

What are the default picklist values in Salesforce?

• A picklist is a list box of pre-defined values. The user can only select one of the pre-defined values. Only the Administrator has the ability to add or delete picklist values.
• Further information on how to customize picklist values can be found by searching for "Updating Picklists".
• Salesforce provides default values for each picklist field. If these default values meet your needs you do not need to add new entries in the values box. If you want to add or change any of these entries place the new values you wish to appear in the values box and delete any entries you no longer need.

Calendar Event Subject

• Call
• Email
• Meeting
• Send Letter/Quote
• Other

Task Priority

• High
• Low
• Normal

Task Status

• Not Started
• In Progress
• Completed
• Waiting on someone else
• Deferred

Task Subject

• Call
• Email
• Meeting
• Send Letter/Quote
• Other

LEADS TAB STANDARD PICKLIST VALUES (Available in the Professional and Enterprise Editions only).

Salutation

• Mr.
• Ms.
• Mrs.
• Dr.
• Prof.

Lead Source

• Advertisement
• Employee Referral
• External Referral
• Partner
• Public Relations
• Seminar Internal
• Seminar Partner
• Trade Show
• Web
• Word of mouth
• Other

Industry

• Agriculture
• Apparel
• Banking
• Biotechnology
• Chemicals
• Communications
• Construction
• Consulting
• Education
• Electronics
• Energy
• Engineering
• Entertainment
• Environmental
• Finance
• Food & Beverage
• Government
• Healthcare
• Hospitality
• Insurance
• Machinery
• Manufacturing
• Media
• Not for Profit
• Recreation
• Retail
• Shipping
• Technology
• Telecommunications
• Transportation
• Utilities
• Other

Lead Status

• Open
• Contacted
• Qualified
• Unqualified

Rating

• Hot
• Warm
• Cold

ACCOUNTS TAB STANDARD PICKLIST VALUES

Type

• Analyst
• Press
• Competitor
• Prospect
• Customer
• Reseller
• Integrator
• Investor
• Partner
• Other

Industry

• Agriculture
• Apparel
• Banking
• Biotechnology
• Chemicals
• Communications
• Construction
• Consulting
• Education
• Electronics
• Energy
• Engineering
• Entertainment
• Environmental
• Finance
• Food & Beverage
• Government
• Healthcare
• Hospitality
• Insurance
• Machinery
• Manufacturing
• Media
• Not for Profit
• Recreation
• Retail
• Shipping
• Technology
• Telecommunications
• Utilities
• Other

Rating

• Hot
• Warm
• Cold

Ownership

• Public
• Private
• Subsidiary
• Other

Partner Role

• Role Reverse Role
• System Integrator Client
• Consultant Client
• Agency Client
• Advertiser Vendor
• VAR/Reseller Vendor
• Distributor Vendor
• Developer Vendor
• Broker Agent
• Lender Broker
• Supplier Retailer
• Institution Client
• Contractor Sub-Contractor
• Dealer Supplier

CONTACTS TAB STANDARD PICKLIST VALUES

Contact Salutation

• Mr.
• Ms.
• Mrs.
• Dr.
• Prof.
• Mrs
• Ms
• Mr
• Dr
• Colonel
• Attn:

Lead Source

• Advertisement
• Employee Referral
• External Referral
• Partner
• Public Relations
• Seminar Internal
• Seminar Partner
• Trade Show
• Web
• Word of mouth
• Other

OPPORTUNITIES TAB STANDARD PICKLIST VALUES

Type

• Existing Business
• New Business

Lead Source

• Advertisement
• Employee Referral
• External Referral
• Partner
• Public Relations
• Seminar Internal
• Seminar Partner
• Trade Show
• Web
• Word of mouth
• Other

Stage

• Status DefaultProbability Description Status
• Prospecting 10% Open
• Qualification 10% Open
• Needs Analysis 20% Open
• Value Proposition 50% Open
• ID Decision Makers 60% Open
• Perception Analysis 70% Open
• Proposal/Price Quote 75% Open
• Negotiation/Review 90% Open
• Closed Won 100% Closed Won
• Closed Lost 0% Closed Lost

Contact Role

• Business User
• Decision Maker
• Economic Buyer
• Economic Decision Maker
• Evaluator
• Executive Sponsor
• Influencer
• Technical Buyer
• Other

CASES TAB STANDARD PICKLIST VALUES (Available in the Professional and Enterprise Editions only).

Type

• Problem
• Question
• Feature Request
• Duplicate

Case Reason

• User didn't attend training
• Instructions not clear
• Complex functionality
• Existing problem
• New problem

Status

• New
• On Hold
• Escalated

Case Priority

• High
• Medium
• Low

Case Origin

• Phone
• Email
• Web
• Fax

SOLUTIONS TAB STANDARD PICKLIST VALUES (Available in the Professional and Enterprise Editions only).

Status

• Draft
• Reviewed
• Duplicate

CONTRACTS TAB STANDARD PICKLIST VALUES (Available in the Professional and Enterprise Editions only).

Status

• Draft
• In Approval Process
• Activated

CAMPAIGNS TAB STANDARD PICKLIST VALUES (Included in the Enterprise Edition, available with the Professional Edition for an additional fee).

Status

• Aborted
• Completed
• In Progress
• Planned

Type

• Advertisement
• Banner Ad
• Direct Mail
• Email
• Other
• Partners
• Public Relations
• Referral Program
• Seminar/Conference
• Telemarketing

[Anonymous]

Our territories are vertical-based, so we have the broad "Territory Vertical" option, which only has a few options. And then we monitor NAICs values. The industry picklist was a constant battle ground, and I found that fewer umbrella options worked better, with the more specific information provided but not driving reports or anything.