Picklist- You can change custom picklist to custom checkboxes. 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.
Full Answer
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
Can I change the data type of an encrypted custom field?
If a custom field is encrypted we cannot change its the data type. In addition to these considerations, we also have some restrictions related to some specific data types:- Formula - They are special fields which are read-only they cannot be converted to any other field and vice versa
How do I change a field in an apex class?
I don't think there's any easy way to change a field that is being referenced in an apex class or trigger. There are two ways to get this done that I know of. Assuming you're working primarily in a sandbox: Comment out all the lines with that field in it in all classes and triggers. Modify the field. Make a new field with a new name.
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.
What happens if I change field type in Salesforce?
If you change the data type of a custom field that's set as an external ID, choosing a data type other than text, number, or email causes the field to no longer act as an external ID. The option to change the data type of a custom field isn't available for all data types.
How do I update a custom field in Salesforce?
Required Editions and User PermissionsFrom 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 data type of custom field in Salesforce?
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 custom fields?
Edit or delete a custom fieldSelect > Issues.Under FIELDS, select Custom fields.Find the custom field you want to edit and select > Edit details to update the following: The custom field name, which appears on issues. ... Modify the fields as needed and select Update.
What are the ways to update a field in Salesforce?
From Setup, enter Field Updates in the Update box, and select Field Updates. Then use these settings to configure your field update. Before you begin, check the type of the field you want to update. Read-only fields like formula or auto-number fields are not available for field updates.
How many ways we can update field in Salesforce?
two different methodsUser can Update fields in two different methods.
What happens when a field is deleted What happens when you restore it?
Deleted custom fields and their data are stored until your org permanently deletes them or 15 days has elapsed, whichever happens first. Until that time, you can restore the field and its data.
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.
Can we change the data type of a field?
Change data types in Datasheet view 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 edit a custom field label in Salesforce?
How to Rename Standard Field Labels in SalesforceGo to Setup –> Build –> Customize –> Tab Names and Labels –> Rename Tabs and Labels.Click “Edit” link.Click “Next” button.
How do I rearrange fields in Salesforce?
Edit Page Layout to Rearrange Fields in Salesforce EssentialsClick on the gear icon in the top right corner.Click Setup.Click the Object Manager tab.Select the object that you would like to make a change to.In the left navigation click Page Layouts.Navigate to the page layout that you would like to update.More items...
How do I edit a field map in Salesforce?
Select the rule you want to look at, and then click Edit Field Mapping. On the Match tab, look at the fields used to match your records to fields in the data service. If a data service field isn't correctly mapped to the standard object, select a different standard object field.
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 ...