How do you merge fields in an opportunity record? - Answers - Salesforce Trailblazer Community
Trailblazer Community
Ask Search:
Michael GoldenMichael Golden 

How do you merge fields in an opportunity record?

I have two custom fields for comments in an opportunity record that I want to merge into one field. Is that possible?

Mark PassovoyMark Passovoy
Do both fields have data in records or is it when one field has data the other field is blank?
Michael GoldenMichael Golden
Sometimes both fields will be populated, sometimes only one, and sometimes neither one.
Mark PassovoyMark Passovoy
If you have Enterprise Edition, you can use the Data Loader to grab data from one field and populate another. You could use a formula in the spreadsheet in Excel to combine values if needed.

Unfortunately, since both fields might be populated, you will have to take into account that the field could contain both values if that is not the desired result.