Question

How to capitalise Salesforce first name field?

  • 22 July 2021
  • 1 reply
  • 10 views

Cleaning Salesforce name field data - Format letter case to be consistent - Capitalise each word - then re-insert back into the same Salesforce field. Is this possible. If so how? 

Want to take the first name field from Salesforce bring it into Zappier process it so the text is formatted to Capitalise each word. Then re-insert the result back into the same Salesforce field. Trigger could be, for example, creation of new lead (or new contact) in Salesforce.

This tip from Nick Simard could be used for the formatting step.

Thanks for any help on this.

Rob

 


1 reply

Userlevel 7
Badge +10

Hi @Robert.J 

Try these Zap steps...

  1. Trigger: Salesfoce - New Record
  2. Action: Formatter - Text (see options below)
  3. Action: Salesforce - Update Record
  • Capitalize: Capitalize the first character of every word.
  • Lowercase: Make every character in the text lower case.
  • Uppercase: Capitalize every character in a text field.
  • Titlecase: Capitalize the first character of every word, except for those with fewer than 4 characters.

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