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Notation for String Formulas
In CRM Analytics, use formulas to create custom calculations. If you manually type your
formulas, use single quotes ' for string literals and
double quotes " for joined fields with dot notation or
reserved keywords. If you use the recipe builder tool instead of typing, the correct single or
double quote is automatically used.
Notation for String Formulas
Here are some examples of when to use single and double quotes. In the first example there are no quotes around StageName. In contrast, in the second example there are double quotes enclosing "Opportunity.StageName", because the field has dot notation to indicate it’s joined data.
| Character | Description | Example |
|---|---|---|
'
|
Single quote. Use for string literals, such as field values. | case when StageName = 'New' then 'High' else 'Low' end |
"
|
Double quote. Use for column names with dot notation. | case when "Opportunity.StageName"= 'New' then 'High' else 'Low' end |
"
|
Double quote. Use for columns that share a name with reserved keywords. More Info | case when "month"= 'New' then 'High' else 'Low' end |
