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QuickBase9's avatar
QuickBase9
Qrew Cadet
8 years ago

Create a case-sensitive field for Salesforce data import

I'm pulling in data from Salesforce that I may need to update or link back to the Salesforce record later, and it turns out the unique identifier in SF is a case-sensitive string. Any way we can create a unique field in Quick Base that is also case sensitive? Anyone figured out a work around option? Thanks!
Data import and export
Tables and fields

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  • EvanMartinez's avatar
    EvanMartinez
    Moderator
    8 years ago
    Hi Leanne,

    There is a formula function that will take a text string or text field and return all the characters in it in upper case. It is Upper([field name]). So it would be possible to create a text field marked as Unique and then a formula field which converts any text into that field into all Upper case. That way you will have a field which matches your case sensitive needs. Alternatively Lower is the formula function if you want to return the text string is all lower case. I hope this is helpfu. 
    • QuickBase9's avatar
      QuickBase9
      Qrew Cadet
      8 years ago
      Hi Evan, this is actually the opposite of what I need the field to do. For example, a unique identifier in SF can be: TG68 or Tg68 or tg68 - that would show three separate unique records because it is case sensitive. So I need to maintain that cap/lower case structure if I want to maintain the unique identifier. I'll probably just have to work around this by keeping the unique identifier in excel and pulling back into excel the QB identifier, but I thought I'd ask just in case:)
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      8 years ago
      Leanne. You can make a formula field in the format TG68UU.

      The UU indicated that TG us Upper Upper.

      Or Tg68UL

      The U L indicates if the alpha is upper or lower. Then the key would be unique.

      There us in fact a way to have a Key field in Quick Base be a formula field.

      A formula in QuickBase can differentiate between upper a lower case. For example

      The following formula would be false

      A=a

      So think this is east to do, especially if the length if the Salesforce Key is short.

      How long is the Salesforce key field and how predictable is the format in terms of the placement of letters and numbers.
    • QuickBase9's avatar
      QuickBase9
      Qrew Cadet
      8 years ago
      Hi Mark,
      The length of the string stays the same at 15 but the use of letters, caps, numbers is unpredictable. The alteration always occurs in the last five characters, but that is the only consistency.