How to Change the Data Type of Auto Number Field to Text Area Field in Salesforce

In Salesforce changing the data type of the auto number to the text field can change our auto number to the text area field due to this change our data related to the auto number field will be lost. So before changing the data type, it is determined to back up our data.

In this Salesforce tutorial, we will learn how to change the data type of an auto number field to a text area field in Salesforce.

For learning this process you have come to the right place and we learned this topic in both the editions of Salesforce Lightning and Salesforce Classic.

How to change the data type of an auto number field to a text area field in Salesforce Lightning

Here we will learn how to change the data type of an auto number field to a text area field in Salesforce Lightning. Let us take an example, suppose there is an organization and I am currently working in this organization and uses the custom objects in salesforce that is the customer.

Inside this custom object, we have a field whose name is feedback id, and that field was set as an auto number field that automatically generates a unique identifier for every feedback record.

Whenever an organization grows we realize that we need to provide more flexibility in the feedback id. May be to involve additional contextual information or to line up with certain business requirements.

To fulfill this requirement we decided to change the feedback ID field from auto number to text are field in Salesforce.

Here are the following steps

1. Click on the Salesforce account, and click on the setup option that is present under the gear icon. After that select the object manager tab that is present under the setup page on the nav bar.

2. There are lots of objects present and we want to select the customer object so enter the customer in the search box and then select the customer object. Here we can see the details related to the object.

How to change the data type of an auto number field to a text area field in Salesforce

3. On the left side of the customer object page, we can see the Fields and Relationships option. Click on the Fields and Relationship option. Here we can see the details related to the object. On the left side of the customer object page, we can see the Fields and Relationships option. Click on the Fields and Relationship option.

4. After clicking on the field and relationship, the Fields and Relationships page is open. Under this page, there are lots of fields created. Scroll to the bottom of the page and search the auto number field. Here we can see there is the Feedback ID with the auto number field. Click on this feedback ID Field.

How to change the data type of an auto number field to a text area field in Salesforce Lightning

5. Our feedback ID page is open. Under this page, there is a detail related to the feedback ID custom field. We can edit this detail and change the detail related to the feedback id custom Field.

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Click on the edit button that is present at the center of the feedback id custom field page.

6. After clicking on the edit button, the feedback ID custom field comes into edit mode and here we can edit anything. Now we want to change the field type for changing the field type click on the change field type button.

7. After clicking the change field type button the choose field type page is open now change the field auto number to the text area field type this is the trick to change the auto number field. After clicking on the text area field type click on the next button that is present at the top and the bottom of the page.

Change the data type of an auto number field to a text area field in Salesforce

8. After changing the field type auto number to the text area. The message is pop up that changing to the selected data type will cause you to lose all existing data in this field click on the ok button. The next step is to enter the details related to the feedback id field and click on the save button.

Change the data type of an auto number field to a text area field in Salesforce Lightning

9. We can see that the feedback ID field is changed and it’s shown as a text area field. We come back to our field and relationship page and under this page, we can see the feedback id field now which shows as a text area data type.

Salesforce change the data type of an auto number field to a text area field

10. Go to the App Launcher, enter the sales in the search box and the sales option comes at the top. Select the sales option. The sales page is open and under this sales page, we can see there is more drop-down arrow present. Click on the drop-down arrow.

11. The customer record page is open and under this page lots of records are present and we want to create a new record. For creating the new record click on the new button.

12. The new customer dialogue box is open. Now fill in the complete information related to the customer.

First, fill in the customer name and then fill the customer feedback description after that fill in the feedback comment and then fill the customer contact, and then fill the feedback id this id is no longer automatically generated we need to do this manually and click on the save button.

Salesforce Lightning change the data type of an auto number field to a text area field

13. Our nick johnas record is created, click on the detail tab, and the detail related to nick record is open here we can see the feedback id field which is now the text area field and we can enter the text related to feedback id.

How to change data type of an auto number field to a text area field in Salesforce

In this way, we understand how to change the data type of an auto number field to a text area field in Salesforce Lightning. Let’s Proceed further and learn how to change the data type of an auto number field to a text area field in Salesforce Classic.

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How to change the data type of an auto number field to a text area field in Salesforce Classic

Here we will learn how to change the data type of an auto number field to a text area field in Salesforce Classic. Let us take a real-life example, Suppose we are managing a custom object called project in the salesforce.

In this object, we have an auto-number field present called task number that automatically generates a unique identifier for each task record, additionally, our organization decided to combine it with an external project management system that uses the alphanumeric task identifier.

To make this integration easy and align with the external system requirement we need to convert this task number auto number field to a text area field. After changing the field type auto number to the text area.

We can see the number inside the task number field is no longer automatically generated we need to do this manually. Enter the text manually in the task number field because from now onwards this field is changed to the text area field.

Here are the following steps

1. Here we want to work on the classic version, so for this, we click on the profile picture, and under this profile picture, there is an option present that is switch to Salesforce Classic. Click on this to switch to the Salesforce classic version.

2. Click on the username drop-down arrow. The drop-down list is open. Under this drop-down list, we can see that the Setup option is present. Select the Setup option. Under this setup page, we can see on the left side there is Quick Find box is present.

3. Enter the objects in the Quick Find box, the objects come at the top and it is present at the Create option. Select the object, and our custom object page will open here we can see the lots of objects present that are created by us and here we want to select the task object. Click on the task object.

How to change the data type of an auto number field to a text area field in Salesforce Classic

4. Our task detail page is open. Now scroll to the bottom of the page and here we can see the custom field section and under this section, we can see some fields present that are already created by us. Here we can see there is the Task Number with the auto number field. Click on this task number Field.

Change the data type of an auto number field to a text area field in Salesforce Classic

5. Our task number page is open. Under this page, there is a detail related to the task number custom field. We can edit this detail and change the detail related to the task number custom Field.

6. Click on the edit button of the task number custom field page. After clicking on the edit button, the task number custom field comes into edit mode and here we can edit anything. Now we want to change the field type for changing the field type click on the change field type button.

Salesforce Classic change the data type of an auto number field to a text area field

7. The data type page is open, now change the field type auto number to the text area. The message is pop up that changing to the selected data type will cause you to lose all existing data in this field click on the ok button.

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How to change data type of an auto number field to a text area field in Salesforce Classic

8. Our auto number field changes to the text area field and after that click on the next button. The next step is to enter the details related to the task number field and click on the save button.

Change data type of an auto number field to a text area field in Salesforce Classic

9. We can see that the task number field is changed and it’s shown as a text area field. We come back to our field and relationship page and under this page, we can see the task number field now which shows as a text area data type.

10. Click on the Home tab, the home page is open and under this home page, there are lots of objects present on the nav bar. Here we are selecting the task object, the task record page is open and here we are creating the new record. Click on the new button.

11. After clicking on the new button the new task page opens and here we are filling in the information related to the task. First, fill the task name and here we are filling the checkbox checked date, and then fill the task description.

After that task date and time and then we can see that there is a task number present which is shown as a text field fill that and click on the save button.

Salesforce Classic change data type of an auto number field to a text area field in Salesforce Classic

12. Our salesforce task record is created, click on the detail tab, and the detail related to the salesforce task is open here we can see the task number field which is now the text area field and we can enter the text related to the task number.

How to change a data type of an auto number field to a text area field in Salesforce Classic

So with this, we understand how to change the datatype of an auto number field to a text area field in Salesforce Classic.

Conclusion:

I hope you read the complete article and get the complete idea related to how to change the data type of an auto number field to a text area field in Salesforce.  I have also explained all the steps of changing the data type of an auto number field to a text field in Salesforce Lightning and Salesforce Classic.

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