Modify Formulas covered in today's session:
I figured this one out!!! I had to share it first. The ability to remove all special characters from a field. For this example it is a last name so I ignored spaces and hyphens.
- RegExReplace(${LastName}, "[^a-zA-Z\s-]+","")
Better Way to Add Email Field from Contact to Account Website Field
- AllTextAfterChar(${Email}, "@")
Clear Out Zip Codes with Less than Five Characters. Look for Zip Codes with 9 Characters and No Hyphen, Format Those Correctly Ex: xxxxx-xxxx
- IF(LEN(${MailingPostalCode})<5,ZipCodeClean(${MailingPostalCode}),IF(AND(LEN(${MailingPostalCode})=9,${MailingPostalCode}<>"-"),CONCATENATE(MID(${MailingPostalCode}, 1, 5),"-", MID(${MailingPostalCode}, 6, 4)),${MailingPostalCode}))
Keep the First Five Digits of a Zip Code
- RegExMatch(${OtherPostalCode}, "\d{5}")
If the Alternate Email is the Same as the Primary Email, Clear Out the Alternate Email Field
- IF(${Email}=${Alternate_Email__c}, "",${Alternate_Email__c})
Look for Keywords in a Title of a Contact and if There is a Match, Change the Department Field
- IF(ISNUMBER(SEARCH("Program",${Title})),"Product Management",IF(ISNUMBER(SEARCH("SDR",${Title})),"Marketing",IF(ISNUMBER(SEARCH("",${Title})),"Unknown",${Department})))
Replace Most/All Accented Letters with Their English Letter Equivalents
- SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE( ${Name},"ā","a"),"à","a"),"á","a"),"â","a"),"ã","a"),"ä","a"),"å","a"),"è","e"),"é","e"),"ê","e"),"ë","e"),"ç","c"),"ì","i"),"í","i"),"î","i"),"ï","i"),"ð","th"),"ñ","n"),"ò","o"),"ó","o"),"ô","o"),"õ","o"),"ö","o"),"ù","u"),"ú","u"),"û","u"),"ü","u"),"ý","y"),"ÿ","y"),"š","s"),"Ž","z")
Validate UK Zip Codes (Don't process but export list)
- RegExMatch( ${BillingPostalCode} , "^[A-Z]{1,2}[0-9][A-Z0-9]? ?[0-9][A-Z]{2}$")
Anthony Lardiere Jr
Customer Success Manager