Go to Setup -> Customize -> Opportunities -> Fields click on it Search for your field "XYZ" click on it to open / OR / Click on "Edit" link next to your field in list. once you "edit" your field --- YOU WILL SEE ONE "Change Field Type" button on top of the page, click on it
Can I change the data type of a custom field?
We don’t have the option of changing the data type of a custom field for all the data types One such restriction arises in case of conversion of existing fields to encrypted types and vice versa. In Salesforce Knowledge article types, field type conversion is not supported
What happens if I lose data from a custom field?
If data is lost, any list view based on the custom field will be deleted, and assignment and escalation rules may be affected. If you change the data type of any custom field that is used for lead conversion, that lead field mapping will be deleted.
What happens when data type changes in a picklist?
If records contain values that are not in the picklist definition, those values will be deleted from those records when the data type changes. If data is lost, any list view based on the custom field will be deleted, and assignment and escalation rules may be affected.
What happens in case of data loss when a field is converted?
In case of data loss, any pre-existent list view based on the converted field is deleted, and also assignments and escalation rules will also have tampered.
How do I change the datatype of a field in Salesforce?
Change the Custom Field TypeFrom the management settings for the field's object, go to Fields. ... Click Edit next to the custom field you want to change.Click Change Field Type.Select a new data type and click Next.Enter a field label, name, and any other attributes, and then save your changes.
How do I change the Probability field value in Salesforce?
As users change the stage of an opportunity, the Probability fields are automatically changed to the values specified during setup. To update opportunity stages, go to: Classic: Setup | Customize | Opportunities | Fields, and select Edit next to the Stage field.
Can we change data type of standard field in Salesforce?
Unfortunately, we can't change the datatype of standard fields. Only we can shift between text and Auto Number data types.
Can we change field type?
Select the field (the column) that you want to change. On the Fields tab, in the Properties group, click the arrow in the drop-down list next to Data Type, and then select a data type. Save your changes.
How do I change the opportunity record type in Salesforce?
Open the record.Click Change next to the Record Type field on a record detail page. Note: For campaign members, click Change next to the Campaign Member Type field on a campaign detail page. ... Select a record type. The available record types are listed at the bottom of the page.Click Continue.
How do I edit opportunity fields in Salesforce?
Navigate to Setup | Customize | Opportunity | Page Layouts. Click 'Edit' on the layout you want to edit. Double-click the 'Products' related list and set your fields and order. Click 'Save' on both the pop-up window and the Page Layout edit window.
How do you find the datatype of a field in Salesforce?
get(fieldName). getDescribe(). getLabel(); //It provides to get the object fields data type.
What are different types of fields in Salesforce?
However, Salesforce recommends that you use the 18-character ID.JunctionIdList Field Type. ... Multi-Select Picklist Field Type. ... Percent Field Type. ... Phone Field Type. ... Picklist Field Type. ... Reference Field Type. ... Textarea Field Type. ... URL Field Type.
How do I change a standard object in Salesforce?
How to Change Standard Object Names in SalesforceTo start, go to the Setup item with the gear icon in the upper right-hand corner.Next, click customize.After that, hit the option labeled Tab Names and Labels.Click on Rename Tabs and Labels.Now, select the tab or object that you want to rename and then hit edit.More items...•
How do I change data type from text to lookup in Salesforce?
The general steps to take are:First, perform an export. Select your object A from the list of objects (Click Show all Salesforce Objects if your object is missing from the list) Select the destination and name for the csv file that will be generated, click next. ... Then, perform an update. Select your object A again.
Can we change text field to formula field in Salesforce?
Is it possible to change the Field Data Type from Text to Formula in Salesforce Object? No, its not possible. Formula fields are a read-only fields that cannot be converted to any other data type. Likewise, you cannot convert any other field type into a formula field.
Which is a default data type of field?
The default data type for a field is Text.
Why convert only those custom fields which have no existent data?
Convert only those custom fields which have no existent data, because when we do so we risk losing our data. In case of data loss, any pre-existent list view based on the converted field is deleted, and also assignments and escalation rules will also have tampered.
How many characters can an auto number field have?
There is one more catch that auto-number fields can contain a maximum of 30 characters so before conversion from text to auto number consider any records which have more than 30 characters in that field.
What is data loss?
Data loss is the arch-nemesis of any person working in any technical field, the thought is so scary it might even haunt you in your sleep, so to sleep well consider data loss and give its prevention utmost priority before changing your field’s data type. Situations of Data loss on field data type conversion:-.
Can you change a picklist to a multi select picklist?
You can change custom picklist to multi-select picklist without losing any data . Auto Number - You can convert an auto number field int the text field and vice versa without risking any data loss, any other data type conversion is not accepted. There is one more catch that auto-number fields can contain a maximum of 30 characters so ...