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Question

How to capitalise Salesforce first name field?

  • 22 July 2021
  • 2 replies
  • 1626 views
R

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

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Userlevel 7
Badge +14

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.
⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
R

Thanks Troy, will test this out. Sorry for the delay in my reply have been on holiday for a couple of weeks.

Have a great weekend

Rob

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