how to change the field type in salesforce

• From the management settings for the field’s object, go to Fields.Note For fields on Salesforce Knowledge article types, from Setup, enterKnowledge Article Types in the Quick Find box, select Knowledge ...
• 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.

Full Answer

How to create field dependency in Salesforce?

How to create a formula field in salesforce. Go to Setup | Build | Create | Object | Invoice | Create new Filed. Here select the object visit that you want to create Formula field and click on New Custom field. In step 1 choose the field type as formula and click on Next button. Now select Currency , Field label Field name and click on next ...

How to create object and fields in Salesforce?

• Helps Admins & Developers to create multiple fields, Delete Multiple Fields & Assign FLS for multiple profiles for multiple fields in single click
• Drag Drop a csv or xls files which contains list of new fields to be created
• App will restrict user to create fields which already exists in system.

How to create a custom lead field in Salesforce?

• While still viewing the Opportunity object Fields & Relationships, click the Field Dependencies button.
• Click New, and set up the new field dependency.
• Select Stage as the Controlling Field.
• Select Close Reason as the Dependent Field.
• Click Continue.
• At the top of the table, click Next until you see the Closed Won and Closed Lost columns.

More items...

How to create change sets in Salesforce?

Upload the Change Set

• Log in to the org containing the outbound Change Set. For Calvin, this is his Developer sandbox.
• From Setup, enter Outbound Change Sets in the Quick Find box, then select Outbound Change Sets.
• Find the change set to upload. In this case, it is the change set Language Training.
• Click Upload and choose your target org. ...

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 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.

Can we change the field type of formula field in Salesforce?

how can we change field type of formula fields? Sorry,Formula fields type cannot be changed to anything else. You will need to create a new custom text field to use instead.

How do I customize a field in Salesforce?

Edit Custom FieldsFrom the management settings for the field's object, go to Fields.Click Edit next to the field's name.Modify the field attributes. ... Optionally, define custom help text for the field.For lookup and master-detail relationship fields, optionally define a lookup filter.More items...

How do you change a field to a short text data type?

Right-click the document tab for the new table and click Design View. In the Field Name column, select the first blank row, and then type a name for the field. Select the adjacent cell in the Data Type column, and then select Short Text from the list. Save your changes.

How do you change a field to long text data type?

Open the table in Design View. In the Field Name column of the designer, enter the name of Long Text field. For example: “Address”, “Notes” or “Comments”. Click the Data Type column next to the field name and choose Long Text from the list.

How do you change a field type into a formula?

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 convert a text field to a picklist in Salesforce?

You can't convert a defined unique text field to a picklist or a multi-select picklist.From the management settings for the field's object, go to Fields.Click Edit next to the custom field that you want to change.Click Change Field Type.Select a Picklist and click Next.More items...

How many types of fields are there 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 convert a custom field to a standard field in Salesforce?

Mapping custom lead fields to standard contact fieldsCreate a new custom object in Contacts. Select the data type as Phone. Let us name it Workflow Phone.Using the lead mapping functionality of Salesforce map the value of Asst. Phone to Workflow Phone in contacts as shown in below screenshot.

How do I create a custom field?

Setup ->Build -> Customize ->select object-> Click on field-> Go to the custom field and relationships-> click on new button and create your custom field. Setup->Build->create->object->select object-> Go to custom field and relationship and create your field in custom object.

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.

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 is a picklist field in Salesforce?

Picklist fields contain a list of one or more items from which a user chooses a single item. They display as dropdown lists in the Salesforce user interface. One of the items can be configured as the default item.

What is an ID field?

With rare exceptions, all objects in the API have a field of type ID. The field is named Id and contains a unique identifier for each record in the object. It is analogous to a primary key in relational databases. When you create () a new record, the Web service generates an ID value for the record, ensuring that it is unique within your organization’s data. You cannot use the update () call on ID fields. Because the ID value stays constant over the lifetime of the record, you can refer to the record by its ID value in subsequent API calls. Also, the ID value contains a three-character code that identifies the object type, which client applications can retrieve via the describeSObjects () call.

What is a junctionidlist field?

Starting in API version 34.0, the JunctionIdList field type lets you manipulate the many-to-many relationship of an entity directly. You no longer need to manipulate underlying junction entity records. JunctionIdList fields can be queried and updated like any other field on the entity. Queries or updates to JunctionIdList fields act as queries or updates to the underlying junction entity records. Fields of type JunctionIdList appear in the WSDL as an unbounded array of type ID.

What is a reference field?

A reference field contains an Id value that points to a unique record (usually the parent record) on another object. A reference field is analogous to the concept of a foreign key in relational databases. The name of a reference field ends, by convention, with the letters Id (such as CaseId or OpportunityId ). For example, in the OpportunityCompetitor object, the OpportunityId field is a reference field that points to the Opportunity object. It contains an ID value that uniquely identifies an Opportunity record.

Do enumerated fields change with language?

The enumerated field values are fixed and do not change with a user’s language. However, each value may have a specified “label” field that provides the localized label for that value. Always use the value when inserting or updating a field. The query () call always returns the value, not the label.