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Editorial Team
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Editorial Team
Asked: May 29, 20262026-05-29T05:35:27+00:00 2026-05-29T05:35:27+00:00

I have a situation where i am querying using value entered in the record.

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I have a situation where i am querying using value entered in the record. if the value entered in the field is small letters and the ones in the objects are caps then the result is not correct as they are case sensitive.

Is there a way i can have the values entered all in caps? I know i can write a trigger to do it. Is there something in admin which would force this

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  1. Editorial Team
    Editorial Team
    2026-05-29T05:35:27+00:00Added an answer on May 29, 2026 at 5:35 am

    If you are using a Salesforce page you can either create a formula for the field being saved from the SETUP menu on the object you are saving to.

    Or you could create a workflow that would change the case to upper-case on new and update.

    If you are using a Visualforce page, you can create a Before trigger and set the test to string.touppercase like Jeremy Ross has suggested.

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