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PLAT-ADMN-201 · Question #125

Which two data loss considerations should a Platform Administrator keep in mind when changing a custom field type from Text to Picklist?

The correct answer is B. Any list view based on the custom field is deleted. D. Assignment and escalation rules may be affected. When changing a field's data type in Salesforce, several dependencies can break. Any list views that filter or display based on the original field type may be deleted (B) because the filter criteria are no longer valid after the type change. Assignment rules and escalation…

Submitted by krish.m· Apr 18, 2026Object Manager and Lightning App Builder

Question

Which two data loss considerations should a Platform Administrator keep in mind when changing a custom field type from Text to Picklist?

Options

  • AAuto updates will be made to Visualforce references to prevent data loss.
  • BAny list view based on the custom field is deleted.
  • CThere will be no data loss with use of a global value set.
  • DAssignment and escalation rules may be affected.

How the community answered

(26 responses)
  • A
    8% (2)
  • B
    77% (20)
  • C
    15% (4)

Explanation

When changing a field's data type in Salesforce, several dependencies can break. Any list views that filter or display based on the original field type may be deleted (B) because the filter criteria are no longer valid after the type change. Assignment rules and escalation rules (D) that reference the field by its text values may also be affected or invalidated since the field behavior has changed. Visualforce references (A) are NOT auto-updated - they require manual review and correction, making this statement false. A global value set (C) defines reusable picklist values but does not prevent data loss when the underlying field type is being converted from Text.

Topics

#Custom Field Types#Data Loss Considerations#Picklist Fields#Field Configuration Impacts

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