Slaesforce FAQ

how to compare two text fields in salesforce

by Felicia Schroeder Sr. Published 2 years ago Updated 2 years ago
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To achieve this you can create a formula field that will compare fields and return a value (such as true or false) which you can use in a WHERE clause. So for the above query, you could create a formula field on User object with return type Text e.g. NameCompare, with the formula IF (User.FirstName != User.LastName, 'true', 'false')

Full Answer

How to compare two fields in a Salesforce report?

Have you ever needed to compare two fields in a Salesforce report? Field-to-Field Filters in Salesforce make it possible to compare values in different fields contained on a Salesforce report when defining report filter criteria – for example, only show me records where X field is greater than Y field.

How do I compare a field with another field?

If the field you chose to filter on supports field-to-field filters, then set the Type dropdown to ‘Field’ (if the field does not support field-to-field filtering then the Type dropdown does not appear). Choose the Operator and select the field that needs to be compared with.

What are field-to-field filters in Salesforce?

Field-to-Field Filters in Salesforce make it possible to compare values in different fields contained on a Salesforce report when defining report filter criteria – for example, only show me records where X field is greater than Y field.

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How do I compare two fields in Salesforce?

Salesforce does not allow direct field to field comparison in SOQL query. To achieve this you can create a formula field that will compare fields and return a value (such as true or false) which you can use in a WHERE clause.

How do I compare data in Salesforce?

ProcedureFrom the navigation pane, go to Protect > Salesforce. ... In the Name column, click the app. ... On the Compare tab, from the Select compare type list, select Object compare.From the Select source date and Select date to compare lists, select the dates for the backups that you want to compare.More items...•

What does == mean in Salesforce formula?

Logical Operators The = and == operators are interchangeable. <> and != (Not Equal) Evaluates if two values aren't equivalent. < (Less Than) Evaluates if a value is less than the value that follows this symbol.

What is gearset in Salesforce?

Gearset is the modern DevOps tool for Salesforce. We help teams compare, move, and track changes between Salesforce environments faster and more easily than ever before.

How do I compare page layouts in Salesforce?

1 AnswerSelect both the page layouts files, using Ctrl for multiselect, on the left pane.Right click any of the selected and choose 'Compare With' --> 'Each Other'.

How do I use text function in Salesforce?

To insert text in your formula field, surround the text with quotation marks. For example, to display “CASE: 123,” use this formula "CASE: "& CaseNumber__c . Use the backslash (\) character before a quote or backslash to insert it as a literal value in your output.

How do I convert a text field to a formula field in Salesforce?

Is it possible to change the Field Data Type from Text to Formula in Salesforce Object? No, its not possible. Formula fields are a read-only fields that cannot be converted to any other data type. Likewise, you cannot convert any other field type into a formula field.

What is Priorvalue in Salesforce?

The PRIORVALUE function gets the previous value of a field that is the same value if the record is being created, or the real previous value if the record is being updated.

Field Comparisons with Field-To-Field Filters

While editing a report, select the ‘Filters’ tab. Then choose a field from the ‘Add filter…’ lookup.

Considerations for Using Field-To-Field Filters

Field-To-Field comparisons only work on these types of fields: Numeric, Currency, Date and Datetime.

How to Compare Multiple Profiles within same or across multiple Salesforce org in few clicks?

IDEA: For any Salesforce Admin or developer, there is a requirement to Mass Compare Multiple Profiles with in same org or across multiple orgs. It would be tedious job to copy and compare each Profile one by one using Salesforce Standard process.

Benefits of using BOFC Application for Comparing Multiple Profiles

Multiple Profiles can be compared in single click in single xls sheet (check sample image for final result)

Few Simple Steps to Compare Multiple Profiles in Salesforce

Step 1. Open the BOFC Home > Click “ Compare Multiple Profiles (side by side)”

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