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How to change data types of custom fields?

Question:

 

We currently have a custom field that we need to change from a text field to a picklist. 

What is the proper way to do this?

 





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Support SME

Re: How to change data types of custom fields?

Answer:

 

Due to the fact that you can't change the data type of a custom field, your best option is to do the following:

1) Create a new Custom Field and set it to a Picklist
2) Export all the objects which make use of the old custom field
3) Do a mass update to set the values of the Picklist custom field to whatever it was before
4) Delete the old custom field i.e. you don't need to delete each individual entry, but if you delete the Custom Field directly, it will erase all of the entries






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