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Topics#Data ManagementJanis Davis's Question
Janis Davis asked in #Data Management
Dec 23, 2011, 5:47 PM

How can you change data from all caps to proper case?

I have a ton of Lead and Contact data that have the Company and Names in all uppercase or lower case which makes it difficult to utilize field merges in email blasts. Does anyone know a way to append data from all upper or all lower case to proper case? If the is not a way to do it with a validation or workflow rule are the any tools out there on the AppExchange that can be used to accomplish this?
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  1. Matthew Lamb (10K Advisors)
    Dec 23, 2011, 5:56 PM
    No way to do this in Salesforce that I'm aware of natively. You could write a batch Apex method (similar to this: http://boards.developerforce.com/t5/Apex-Code-Development/Convert-To-Title-Case/td-p/68592) that would go through your data and correct it, but that's development work, which may or not be feasible depending on your skill set.

     

    You can do this with Excel by using the PROPER function (http://www.cornerstonesolutions.com/help/Excel_Changing_Data_to_Proper_Case.pdf), so one option is to export the data (if you're using Professional you'll need the Excel Connector, or if you're on Enterprise or Unlimited you can use the Data Loader) to Excel, adjust it there, and update it back into Salesforce.
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