To edit a custom report type, go into Setup / App Setup / Create / Report Types and click on the Report Type's label. Clicking Edit Layout at the bottom of the page lets you add / remove fields from the wizard as well as rearranging the existing fields and adding moving sections / groups of fields to make the Report Type easier to use.
Is it possible to change field labels in reports?
You can change field labels (and therefore column names) in reports if your report is created from a Custom Report Type. Thank you for your response.I went to the custom object and changed the field labels and the change reflected in the report.
Where can I find more information about custom report types?
You can find more information about Custom Report Types within Salesforce Help & Training. Search for "Custom Report Types Overview". You can change field labels (and therefore column names) in reports if your report is created from a Custom Report Type.
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.
How do I change report type in Salesforce?
From the Reports tab, click New Report. Select the report type, and then click Create. Note You can't change the report type after the report is created.
How do I change field types 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.
Can we change the field type in Salesforce?
You can't change the data type of a custom field referenced by other items in Setup such as Visualforce pages, Apex code, processes, or flows. Changing a custom field type can require changing many records at once.
How do you change the report type of an existing report?
From Setup, enter Report Types in the Quick Find box, then select Report Types to display the All Custom Report Types page. Select the custom report type you want to edit and click Edit Layout on the Fields Available for Reports section.
How can you 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 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 field 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.
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.
How do I change field label in Salesforce?
Simply go to the Setup menu, and type “Label” in the quick find bar. This will bring up a section to Rename Tabs and Labels. Click on Rename Tabs and Labels to see the list of Standard Objects available to customize – you can change Contacts, Accounts, Opportunities, and even the fields in one of those objects.
How do I change the report format in Salesforce lightning?
Matrix ReportsOn the Reports tab, click New Report, choose the Opportunities report type, and click Create.Apply the following filters: ... Click Tabular Format and change the report format to Matrix.Group the report by Type by dragging that field into the column grouping drop zone.More items...
How do I select a field in a report in Salesforce?
To select multiple fields or columns, press CTRL (Windows) or Command (Mac). When you add multiple fields, they appear in the report in the order selected. For summary and tabular formats, disable Show | Details when adding multiple summarizable fields to a report.
How do I know what type of report I have in Salesforce?
Navigate to the report in question. Click Edit while viewing the report. In the upper, left corner of the report edit page, the report type in use will be displayed.
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.
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 ...
What happens if you change the data type of a custom field?
If you change the data type of a custom field that is set as an external ID, choosing a data type other than text, number, or email will cause the field to no longer act as an external ID. The option to change the data type of a custom field is not available for all data types.
Can you change the data type of a Salesforce field?
In Salesforce Knowledge article types, the file field type can't be converted into other data types. You cannot change the data type of a custom field that is referenced by a Visualforce page. For descriptions of other attributes you can set, see Custom Field Attributes.
