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RemediosRemedios 

Formula to trim account name

My users would like to be able to use a mailmerge field that is picking up the clean company name - i.e. without Inc, Co., etc... Is there a way to trim symbols after "." or "," or any other better ideas?

 

Thanks!

Navatar_DbSupNavatar_DbSup

Hi,

 

You can try formula which trim the company name abc.com as abc.

 

IF( CONTAINS(Name , '.'), LEFT(Name,FIND(".", Name) -1) ,Name)

 

Also if you need to make changes to Account name by using special character then you can use

SUBSTITUTE(text, old_text, new_text)
Substitutes new_text for old_text in a text string. Use SUBSTITUTE when you want to replace specific text in a text string.

 

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