Forum Discussion

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 creat...
Data import and export
Tables and fields
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:)