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Topics#Data ManagementLead Generation Team's Question
Lead Generation Team (m) asked in #Data Management
Feb 26, 2014, 9:21 AM

WFR to split a general NAME field in first and last name

Hi guys,

 

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 answers
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    Feb 27, 2014, 4:07 PM

    We can setup a Workflow Rule + Field Update. Here you go:

    1. Setup | Create | Workflows & Appovals | Workflow Rules

    2. New Rule

    3. Select the Object: Lead

    4. Click Next

    5. Select the Evaluation Criteria : created and every time it's edited [2nd Option]

    6. Select the Rule Criteria : formula evaluates to true

    7. Formula : 

      AND(
          ISNEW(),
          ISCHANGED(Name)
      )
    8. Click Save & Next

    9. From under Immediate Workflow Actions, click Add Workflow Action to select Field Update

    10. Select the Field to Update:  First Name

    11. Select Use a Formula to Set the New Value

    12. Formula : 

      LEFT(Name, FIND(" ", Name))
    13. Click Save

    14. Again, click Add Workflow Action to select Field Update

    15. This time select the Field to Update: Last Name

    16. Select Use a Formula to Set the New Value

    17. Formula : 

      MID(Name, FIND(" ", Name), LEN(Name) - 1)
    18. Click Done

    19. Click Activate

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