Validity Customer Community

CRMSarah

Hi everyone - easy question here for someone. We have an external tool that adds '^' to a Contact's title. For instance, the contact's title would be '^Accountant^'. I'm looking to run a cleanup job every night that would remove the Caret Notation ma...

CRMSarah

Hey everyone, I participated in the webinar a couple of weeks ago for Advanced Duplicate handling and I thought I was all squared away but I just realized that it doesn't solve my problem because my issue spans across the Contact & Contact Roles Obje...

CRMSarah

Nice work! Please mark my answer as the solution so others might benefit from it, too! Thanks, have a great weekend!

CRMSarah

Sure, so here's a screenshot of my Account one (Contact will be set up similarily). I believe you have to have Field Tracking on in order to have the 'Account History' Report Type, and I'm hoping you won't run into any limitations being a non-profit....

CRMSarah

I am far too competitive for communities. I only post because that really puts my googling into high gear. I know I'll solve it the minute I ask for help from the community. 藍Thanks, Scooch!

CRMSarah

Disregard! I figured it out! StringReplace(${Title}, "^", "")

CRMSarah

I usually write a Salesforce report for this using the Object History report type. I have one for 'Accounts Merged This Week' and 'Contacts Merged This Week'. Happy to provide more details if that's a route you're interested in taking.

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Remove a non-alpha character from the Title field

Merging Duplicate Contacts with Contact Roles

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