Format Text in SObject Collection

Overview

This action allows you to easily change the format of a text field within a collection of Salesforce records (SObjects). You can apply various formatting operations, such as capitalization, camel case, or escaping special characters for different contexts (like CSV or HTML).

How it Helps

Imagine you have a collection of Leads with inconsistent capitalization in the "Company" field. This action lets you quickly standardize the format of those company names, ensuring consistency and improving data quality.

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When to Use It

This action is ideal for:

• Standardizing text formats within your records.
• Cleaning up data for consistency and presentation.
• Preparing data for integration with other systems or components.
• Automating text formatting tasks within your flows.

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Example

To format Contact names with proper capitalization:

1. Retrieve Contacts: Use a "Get Records" element to fetch a collection of Contact records.
2. Configure the Action: Select the Contact collection, specify "FirstName" as the field name, and choose "Capitalize" as the operation to ensure that all first names start with a capital letter.

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Key Considerations

• Source Collection: Ensure you have a valid collection of SObjects.
• Field Name: Choose the text field you want to format.
• Operation: Select the desired formatting operation (e.g., capitalize, camel case, escape HTML)