What I’m trying to do: When I close a task in ClickUp (Case # is a custom field on task), I want to create a Task on the corresponding case in Salesforce. To do this I need a step to find the Salesforce Task. Case # is a unique value and I should be able to find the case by using the Case # from the custom field in ClickUp.
The issue: I have several custom fields on tasks in ClickUp that allow me to see important information, like Contact and Client Name. When I access the Custom fields in ClickUp, it looks like and array. Example: 00001234,0,Elizabeth. The Case # is the first value in the array. Using the Extract Number function, I get “00001234, 0”. If I use the Truncate function to capture the first 8 characters, I get: “00001234,0,Elizabet”.
I can’t find an option that return ONLY the 8 digit case #.
As a Salesforce Admin, I’m allergic to code and would love to find a no or low code solution. Any suggestions?
Best answer by Troy TessaloneView original