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. 
_anomDiebolt_'s avatar
_anomDiebolt_
Qrew Elite
8 years ago
I am totally confused by what you are trying to accomplish other than it deals with insuring that some of your data coming in to or out of QuickBase/Salesforce needs to conform to some type of pattern (upper/lower case, uniqueness, length, etc). Some sample data and more descriptive workflow and requirements would greatly help understand what the issue is.

I can't imagine a scenario where there isn't some type of script AND/OR native solution which deals with insuring your data conforms to some type of pattern whether it be on the input or output of either platform.