Slaesforce FAQ

how to replace a text in formula field salesforce

by Jarret Cruickshank Published 2 years ago Updated 2 years ago
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The function SUBSTITUTE (text, old_text, new_text) returns text with any instance of old_text substituted with new_text, much like the find and replace function in a text editor. Salesforce includes other functions for working with and formatting text in formulas. For more information, see Formula Operators and Functions in Salesforce online help.

Replaces a substring with the specified characters.
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Arguments.
ArgumentDescription
stringDimension field or text string that contains the substring to be replaced.
searchStringSubstring to replace. If searchString is an empty string, the function returns null.
replacementStringThe value that replaces the substring.

Full Answer

How to replace the values using Salesforce formula field?

How to Replace the values Using Salesforce Formula field. We can easyily remove the last character from a string by using the SUBSTITUTE() in the Formula. For Instance, If value__c is a string (TheBlogReaders.com) and we can replace from .com to .net using following formula. Formula: SUBSTITUTE(value__c, ‘.com’, ‘.net’) Result: TheBlogReaders.net

Is it possible to convert a text field to a formula?

We have does this with several fields we get from an integration in text format and use formula fields to convert to Date, Phone, Currency, etc. If you really do need to fully replace the old field, then yes it is true you can not do a change field type to Formula and need to create new, delete old.

Is it possible to delete a formula field from a report?

It might depend on your reason to use a formula field. You do not necessarily need to delete the old field. If you just do not want to see it on a page take it off the page layout, the data will still be available to the intergrations and reporting.

When to use substitute in a text string?

Use SUBSTITUTE when you want to replace specific text in a text string 2x Salesforce MVP | Platform Champion | 18x Salesforce Certified | MuleSoft Certified | 8x Trailhead Ranger | TechForce Services | Sydney | Australia

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Can we edit formula field in Salesforce?

No, you can't edit the formula field on the Page layout. Formula fields are read-only fields in Salesforce. You need to either set the value via workflow instead - and then edit it after save, or you can look at using Quick Actions to default a value on creation based on a formula.

How do you update a field in a formula field in Salesforce?

To create the new field in Salesforce Go to the Object Manager and select the object type you want to sync. Go to Fields & Relationships and add a new field. Choose Checkbox for the data type and give it a name, for example, Formula Fields Updated?. Leave the default option unchecked.

Can you edit a formula field?

It is not possible to make formula field as editable. formula field is a read only field.

Can we change formula field to Text in Salesforce?

how can we change field type of formula fields? Sorry,Formula fields type cannot be changed to anything else. You will need to create a new custom text field to use instead.

Can we update formula field in Salesforce using apex?

We can update the formula field without any DML operation, and it will help to minimize the number of fields to be queried for this operation. Instead of using a Batch class, we can use this class to update the formula fields even for the old records.

Can we update formula field in Salesforce using data loader?

Formula Fields are non-editable and cannot be accessed in Dataloader.

Why formula field is read only Salesforce?

Salesforce Formula Field is a read-only field that derives its value from a formula expression you define. The formula field is updated when any of the source fields change. Sometimes we need to change the value based on the other source field value then we need a formula field.

What is custom formula in Salesforce?

Handle these requests by creating custom formula fields, which allow you to define calculations that reference other fields to display new numeric, text, date, or checkbox values specific to business requirements.

What is a formula field in Salesforce?

Formula fields are custom fields that automatically provide results based on records and related records. They are a valuable and powerful tool provided by Salesforce to the Admins as they are updated automatically in real-time whenever a record is accessed.

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.

Can we use formula field in another formula field salesforce?

Formula cannot use another formula field that directly or indirectly refers to itself. Your formula field can't directly or indirectly reference itself.

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