Use string functions to create values in a formula field based on one or more dimension
columns in your recipe or strings. For example, you can change the casing of text strings,
concatenate values from multiple columns, and replace values.
Required Editions
Available in Salesforce Classic and Lightning Experience.
Available with CRM Analytics, which is available for an extra cost in
Enterprise, Performance, and Unlimited Editions. Also available in
Developer Edition.
You can use a formula to manipulate strings, instead of dataflow transformations, to perform
multiple string manipulations at the same time. For instance, you can nest string functions in
the formula editor to combine the sales territory and country into a single field and apply
title casing to the values.
title(concat([Sales_Territory], " ",[Country]))
When entering a formula, text strings must be enclosed in double straight quotes ("This is a string."). Column names must be enclosed in square
brackets ([Opportunity_Name]).
concat Function Returns a string by concatenating the values of the specified columns and input strings. For example, to display the close date as MM-DD-YYYY, concatenate the Close_Date_Month column, Close_Date_Day column, and Close_Date_Year column, and add a dash between each of them.
lower Function Returns a string with all characters from the input string in lowercase. If the input string is null, then the result is null.
ltrim Function Removes the specified substring from the beginning of a string. To remove leading spaces, do not specify a substring.
replace Function Replaces a substring with the specified characters. If any of the arguments are null, then the function returns null. This function is case-sensitive.
rtrim Function Removes the specified substring from the end of a string. To remove trailing spaces, do not specify a substring.
substr Function Returns characters from the string, starting at the specified position and of the specified length.
title Function Returns the string with the initial character of every word in uppercase and the remaining characters in lowercase. For example, “united states” becomes “United States.”
trim Function Removes the specified substring from the beginning and end of a string. To remove leading and trailing spaces, do not specify a substring.
upper Function Returns the string with all characters in uppercase. If string is null, then the result is null.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.