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I´m working in case object calling the contract lookup field to work on, but the contract object has two IDs, the salesforce contract number (automatically created) and an external contract number (text field).

 

The flow goes this way, so a customer calls to the service department, and the executives asks the customer its contract number, which is the external contract number, and once the executive digits this number on the case record type, other fields are autopopulated in the case pagelayout.

 

I mistakenly, did a lookup field in cases for the salesforce contract  number, instead of using the external number.

The customer does not have the salesforce contract number, so my question here is, can I convert the external ID from text to lookup?

#Trailhead #Service Cloud #Best Practices #Salesforce

3 respuestas
  1. 15 nov 2021, 13:18

    Hi @Mariana Escalante (MX) ,

     It is not possible to change Data Types of Standard fields because they are standard and are directly provided by salesforce.com, but you can create a custom field of that data type and of this custom field you can change data type.

     

    Regards,

    Krisha Panchamia 

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