Apex Code Development You need to sign in to do that
Don't have an account?
Update initials automatically according to firstname of Contact
Hi everybody,
I just started as an SF admin and I'm having a hard time with the configurating process of the clients org. It seemed simple to start with, but now I find it hard to apply to their (many!) specific requests.
For example, the client wants the Initials field in Contacts automatically updated (according to the firstname of the Contact). So firstname Bob updates to B. as an initial in the initial field.
Do I need to create a trigger for this to happen (never created a trigger before)?
Any help is appreciated!
Thanks!
I just started as an SF admin and I'm having a hard time with the configurating process of the clients org. It seemed simple to start with, but now I find it hard to apply to their (many!) specific requests.
For example, the client wants the Initials field in Contacts automatically updated (according to the firstname of the Contact). So firstname Bob updates to B. as an initial in the initial field.
Do I need to create a trigger for this to happen (never created a trigger before)?
Any help is appreciated!
Thanks!
U can either create the Initital Field as a Formula field that just pulls the First Charachter from the First Name Like this :
Or If the field is already created u can use a workflow to update that field with the formula above.. Lemme know if u have any questions
Sorry for my late response. :) Thanks for your reply (it's my best answer)!