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SOLVED

extract the product name

Cherkos12
7 - Meteor

Hi -

My data includes a combined field containing both opportunity and product names. I need to extract the product name and remove the opportunity name. what formula should i use?

 
SFDC Oppty IDOppty NameProd CodeProd Name
0063m00000qTkpxAACRenewal for Contract #00005577SPS-P-0001Renewal for Contract #00005577 SPOS Subscription
0063m00000qUcwGAASRenewal for Contract #00044611 - Yakira Ltd - SPOS - M/Y ICESPS-P-0001Renewal for Contract #00044611 - Yakira Ltd - SPOS - M/Y ICE SPOS Subscription
0063m00000qU02PAASRenewal for Contract- Meteofeed 2024 #00005653DFA-P-00006Renewal for Contract- Meteofeed 2024 #00005653 Advanced Weather Data Premium Enterprise Edition Meteofeed
 
 
3 REPLIES 3
ChrisTX
16 - Nebula
16 - Nebula

Use a Formula tool

 

Replace([Prod Name], [Oppty Name], "")

 

SPetrie
13 - Pulsar

Assuming the Oppty Name is always exact in the Prod Name column, you should be able to use this

trim(replace([Prod Name],[Oppty Name],""))

formula.JPG

Cherkos12
7 - Meteor

 @ChrisTX @SPetrie thank you both, that worked.

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