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Clean Company Name Field Formula
Sharing this in case anyone else needs it. Here is a formula field for clean company name.
If you have an improved version please post :)
TRIM(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(Company, ",", " ") /*remove commas*/, ".", " ") /*remove periods*/, " inc", "") /*remove inc*/, " Inc", "") /*remove Inc*/, " INC", "") /*remove INC*/, " llc", "") /*remove llc*/, " Llc", "") /*remove Llc*/, " LLC", "") /*remove LLC*/, " Ltd", "") /*remove Ltd*/, " LTD", "") /*remove LTD*/, "Corporation", "") /*remove Corporation*/ )
If you have an improved version please post :)
I'm going to use this on the Lead object to search for similar Account names and minimize manual routing of Leads for existing accounts
When we use this formula, it removes the "Inc" from "Incorporated" but not "corporated" ... leaving some company names showing up as (for example) "Account Namecorporated" or "My company namecorporated"
I tried to add a new line to remove the word "Incorporated" (see below) but it doesn't seem to be working??
Suggestions?
TRIM(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE( Name ,
",", " ") /*remove commas*/,
".", " ") /*remove periods*/,
" inc", "") /*remove inc*/,
" Inc", "") /*remove Inc*/,
" INC", "") /*remove INC*/,
" llc", "") /*remove llc*/,
" Llc", "") /*remove Llc*/,
" LLC", "") /*remove LLC*/,
" Ltd", "") /*remove Ltd*/,
" LTD", "") /*remove LTD*/,
"Incorporated", "") /*remove Incorporated*/,
"Corporation", "") /*remove Corporation*/
)
TRIM(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE( Name ,
",", " "),
".", " "),
" inc", ""),
" Incorporated", ""),
" Inc", ""),
" INC", ""),
" llc", ""),
" Llc", ""),
" LLC", ""),
" Ltd", ""),
" LTD", ""),
"Corporation", ""))