Is it possible to change the type of a standard field - Example: Can I change an Opportunity Name field (which is standardly text) to a picklist type of field?
Training Manager
Hi Jeane,
Although it is possible to change field types, I would not recommend changing the field type for a field where there is already previous data entered. For example, if the opportunity name is currently a text field and there are already opportunities in the system, then changing the field type to a picklist would not be advisable.
You may also want to check if there are workflows in place that use the field as a criteria or online forms mapping to that field.
Thank you,
Karen Guanzon
There is not much historical data in the the system related to the particular field I am talking about. I would potentially see a solution as printing a report on the current data. Changing the field type, then re-entering the historical data based on the new field type. What are your thoughts?
My apologies, I forgot that standard fields are part of a managed package which means you cannot edit them. So what you would have to do is to create a custom field that you can use instead.
For opportunities, a few things you need to consider:
At this point, I recommend leaving the opportunity name field as is. Is there a particular reason as to why you wanted it changed to a picklist?