Is there a WFR for splitting the full name field which is populated from another marketing system into SFDC? I guess the simple rule is needed, to split the first and last name by using the space between them as a separator.
18 respuestas
We can setup a Workflow Rule + Field Update. Here you go:
- Setup | Create | Workflows & Appovals | Workflow Rules
- New Rule
- Select the Object: Lead
- Click Next
- Select the Evaluation Criteria : created and every time it's edited [2nd Option]
- Select the Rule Criteria : formula evaluates to true
- Formula :
AND( ISNEW(), ISCHANGED(Name))
- Click Save & Next
- From under Immediate Workflow Actions, click Add Workflow Action to select Field Update
- Select the Field to Update: First Name
- Select Use a Formula to Set the New Value
- Formula :
LEFT(Name, FIND(" ", Name)) - Click Save
- Again, click Add Workflow Action to select Field Update
- This time select the Field to Update: Last Name
- Select Use a Formula to Set the New Value
- Formula :
MID(Name, FIND(" ", Name), LEN(Name) - 1) - Click Done
- Click Activate
