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 Select the Id, text_field__c, and new_lookup__c fields, then click 'Finish'
Full Answer
How to change form text to lookup in Salesforce?
In the lookup column you'll find an Id, that takes the Id of the object that the lookup refers to. There is no way salesforce knows how to convert a Text column to an Id Column, and that is why you cannot change form text to lookup.
How to change lookup field to text field?
You can't change Lookup relationship to text. I would suggest you to take back up of values of the lookup field and create new text field and update the existing data to the text field.
How to copy data from text_field__C to New_lookup__C in Salesforce?
Assuming that your text_field__c contains a valid Salesforce Id (15 or 18 characters), you can easily take care of copying the data from text_field__c into new_lookup__c using the Salesforce Data Loader.
Is it possible to change field type in Salesforce?
As per documentation of salesforce there are limitation of changing field type in Salesforce. Relationships You can convert relationship fields to nonrelationship fields and vice versa, but only on external objects.
How do I change a text field to a lookup field 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.
How do I change text to lookup in Salesforce?
Create a new text field. Then, export the data, making sure to capture the lookup record name with or without the id. In excel, copy the lookup name and paste it in the new text field. Finally, update the new field en mass.
How do I change a field to lookup in Salesforce?
Note For fields on Salesforce Knowledge article types, from Setup, enter Knowledge Article Types in the Quick Find box, select Knowledge Article Types, and then select an article type. Click Edit next to the custom field you want to change. Click Change Field Type. Select a new data type and click Next.
Can we convert master to lookup in Salesforce?
You can convert the master detail relationship to look up by editing that particular field go to that field ->change data type-> select look up relationship. Note that You can convert a master-detail relationship to a lookup relationship as long as no roll-up summary fields exist on the master object.
How do I find the value of a lookup field in Salesforce?
Salesforce LookUp Fields Based on Another Field's ValueClick on SetUp (Gear Icon) and then click on the Object Manager.Click on the object you will be adding the Look Up field to. ... Select Fields & Relationships and then click the New.Select Lookup Relationship from the Data Type list and click Next.More items...•
How do I change a field type from master-detail to lookup?
After you have created a roll-up summary field on an object, you cannot convert the object's master-detail relationship into a lookup relationship. Or else if there is no roll up summery field or any apex code is related to that, then Go to Field. Edit -> Change Data Type - > Select Lookup Relationship.
How do I change a field type 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 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.
What is difference between master detail and lookup?
The Salesforce lookup relationship has no relation with other records. It does not depend on any other objects, whereas a master-detail relationship has an association with other records. On the other hand, the lookup relationship is just a reference. It can be even blank or NULL.
Can we create both master detail relationship and lookup relationship at a time?
You cannot have 2 Master Detail relationships to the same object on another object, what you can create is either 1 M:D. relationship and a lookup to the same object or 2 lookup relationships to the same object.
How many Lookup relationships can you create in Salesforce?
You can have a maximum of 40 lookups on an object. You can have a maximum of two master details on an object.