IF(BEGINS(OwnerId, 005,User,Queue)) /* All User IDs start 005. TEXT() converts a Percent, Number, Date, Date/Time, picklist, or Currency field into Text. In the Pern series, what are the "zebeedees"? In Salesforce reports, there are two formulas that, if understood and used correctly, can enable you to build powerful reports using the standard Salesforce reports only. This can then be used in reports, perhaps as part of automation criteria, or to set deadlines for records to be actioned, and offer users additional visibility. Note that there is no minusMonths() but the number can be negative. "Modification" & " " &{!VarNum}. In algorithms for matrix multiplication (eg Strassen), why do we say n is equal to the number of rows and not the number of elements in both matrices? (Basically Dog-people). Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Keep up to date with current events and community announcements in the Power Automate community. Content. This is just a nice to know formula. Then you multiple it by the desired currency conversion rate. Business process and workflow automation topics. The IMAGE() function takes up to four arguments. How would I go about explaining the science of a world where everything is made of fabrics and craft supplies? ['AD_DisplayName'], body('Parse_JSON_of_the_filtered_Scenario_2_collection')? Assuming I don't know the size of the Collection, is there a way to do this in a Flow without using Apex? In this example, upon every new Opportunity creation, a specific placeholder Close Date is automatically updated depending on the Opportunity Type (which in my org is mandatory at record creation). WarmAnnualRevenue is greater than $1 million, the Country is the United States, and the LeadSource is either Purchased List or Web. TEXT() returns output without any formatting, commas, or currency signs. Add the current Loop item value to DocNamesList: After you exit the loop, you should be able to replace what you have highlighted in your question with the name of the Text List Variable (DocNamesList in the sample). Feel free to share your experience in the comments section below. This formula uses the Billing State/Province field of a U.S.-based account to classify it as North, South, East, West, or Central. MID(Hello, 2 , 2) will return el. If the value displayed is not correct, the formula has to be changed so that the desired outcome will show up on records. Many thanks for sharing! To learn more, see our tips on writing great answers. In such cases, keep in mind that you can go ahead and include comments within your formula similar to how Developers do in Apex, for other Admins to see in case they need more context. You can simplify this formula by putting the logic for calculating the cases age in another formula field. Its a never-ending journey which requires a lot of research, so in this article, I want to list down all the formulas that I commonly use, and how to combine them to create advanced formulas. ['body/ABC'],'','EFG : ',triggerOutputs()?['body/EFG']))). VALUE() also returns an error if text_value is blank. Lets call this field. Enter a Name. Stay up to date on the latest in Salesforce - news, tips & career advice. Please support me on Patreon: https://www.patreon.com/roelv. You can add a carriage return directly to the Value of Append to string variable action. then sending that concat variable into mail. ['body/TYPE'],'ADP'),concat('Name : ',triggerOutputs()? Thanks for contributing an answer to Salesforce Stack Exchange! Another solution would be to use the SUBSTITUTE function to break repeated commas down to single commas, and then use the MID function to get rid of the leading and trailing commas: Thanks for contributing an answer to Salesforce Stack Exchange! It only takes a minute to sign up. When it comes to Flow formulas, we have you covered: There are endless possibilities with approval processes in Salesforce, which also provide a great way to document the history of approvals on records. I can't seem to get it to work. Asking for help, clarification, or responding to other answers. You can also specify a start position to skip part of the target string. Power Platform and Dynamics 365 Integrations. Using helper formula fields is a great way to make your formulas short and easy to understand. In case that is what youre looking forward to checking, you will have to use INCLUDES() instead, as well as the value the multi-select field should include. We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. In the Advanced Formula Editor, enter: This formula uses images that are built in to Salesforce, but you can use your own images by first uploading them from the Documents tab. Maximum size is 5,000 characters. Map Salesforce External Object Field to DynamoDB Attributes; DynamoDB Qualifier Examples for Parsing Formulas; Considerations for Salesforce Connect Adapters for Amazon DynamoDB; Sort Example for Orders and Order Items in Amazon DynamoDB; Create an External Data Source for Salesforce Connect Adapter for. This formula embeds a link with the HYPERLINK() function. Address ( formula Field, return type is text) = myStreet,myCity As mentioned in the beginning, it does requires a lot of practice to become proficient in formula building. Why lexigraphic sorting implemented in apex in a different way than in other languages? Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Scenario : I have 7 checkbox fields. Describe use cases for formulas using the Text type. How would I go about explaining the science of a world where everything is made of fabrics and craft supplies? ['ScenarioID'], body('Parse_JSON_of_the_filtered_Scenario_2_collection')? Why does secondary surveillance radar use a different antenna design than primary radar? Concatenate a Collection of Strings (Text) into a comma-delimited string in a Flow, Microsoft Azure joins Collectives on Stack Overflow. Since you mentioned it maybe others arent aware about the functionality being available, so I will add it within the post , Salesforce Ben You can also remove the empty spaces inside a string. How Intuit improves security, latency, and development velocity with a Site Maintenance - Friday, January 20, 2023 02:00 - 05:00 UTC (Thursday, Jan Screen Flow - Convert Collection Variable into single Id, Concatenate related contact names in a flow, Flow Variable collection to Flow variable, SFDC Flow Loop to add multiple strings to a text area field, Visual flow concatenate datefield and time field, Passing multiple collection variables from flow into an apex method using Invocable Variables. These articles should be your next stop: We have plenty of resources available when it comes to Pardot (Marketing Cloud Account Engagement), including some interactive tutorials: You may also be interested in the following articles: While most of us are already familiar with IF() row-level formulas in a Salesforce report, or a very simple average, it might slip our minds how much easier it is to create a report formula (rather than formula fields), when possible. For example, you could display a contacts full name by combining the first and last name. Index is the position of a specific character in a string. You can grab a whole list of them here (you will need to remove some of the URL, as instructed). but I get an error when trying to save the expression in the list following the update (using the variable) it looks like this: what am I doing wrong, and how can I include a new line/line feed into the variable. When TEXT() receives a Date or Date/Time value, it returns a string with standard Date or Date/Time formatting. Stack Exchange network consists of 181 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers. You treat this as a text, so you can use & or + to connect BR() with other strings. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Looking to protect enchantment in Mono Black. Thanks for contributing an answer to Salesforce Stack Exchange! Get personalized recommendations for your career goals, Practice your skills with hands-on challenges and quizzes, Track and share your progress with employers, Connect to mentorship and career opportunities. Power Platform Integration - Better Together! For example, while the date fields generally follow the European DD/MM/YYYY format, a formula can easily help you obtain the dates in a YYYY-MM-DD format, and can be modified to adapt to any other format. What. Posting solution here If someone need it in future. https://help.salesforce.com/articleView?id=flow_considerations_design_formulas.htm&type=5. I've done some searching and can't find the specific syntax to pull out the month/year and concatenate it onto the Opp Name text string. I was curious to see how many days had passed between the Account being created and the Opportunity being closed. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. You can, however, always opt to use only fields from the triggering record, depending on your use case and business requirement, without having to select each field, operator, and value individually. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. Any Idea on this. Lets write a formula that uses the Rating field that you just created to display a leads rating graphically as zero, one, three, or five out of five stars. The best answers are voted up and rise to the top, Not the answer you're looking for? Note that Type is a picklist field, hence the function TEXT() will be used to transform the picklist into text within the formula. The LEN() function returns the count of the number of characters, helping you ensure the minimum level of detail is there. If the country is US, USA, America, or United States, the CASE() statement returns US. I composed an action and concate it to my string(also used decodeUriComponent('%0D%0A')), Problem is I am getting output in a flow as new line. ['body/KBC'],'','PQR : ',triggerOutputs()? Double-sided tape maybe? Alternatively, you can also use the $Flow global variable to get the current date or date/time. Formulas that use the Text return type can concatenate Text values, convert numbers and dates to text, or display text conditionally. You can search for only one character (ex. Using a CASE statement (similar to an IF statement but it can have more outcomes), we can look at our Lead Score field and assign an Image URL using the IMAGE function. Formula Field should be - Sunday, Friday. For MID(), the start character will be included as well. I am trying to concatenate two field values together in a formula resource in Salesforce Flow however, despite seeming trivial, I can't get the syntax right to show the correct output. Trying to match up a new seat for my bicycle and having difficulty finding one that will work, Comprehensive Functional-Group-Priority Table for IUPAC Nomenclature, How to pass duration to lilypond function, Stopping electric arcs between layers in PCB - big PCB burn. Build them in a Screen Flow: I like to use a Display Text component to check if my formula works properly. For example, TEXT(percent_value), if percent_value is set to 30%, returns 0.3. at run flow I am getting new line but in a outlook mail box , new line is not coming. Thank you. Browse other questions tagged. The one use case of PARENTGROUPVAL() that I always go back to, is the possibility of showcasing the percentage each grouping level represents out of the total. Sano Baily (Admin) ha preguntado en #Collaboration. Asking for help, clarification, or responding to other answers. The formula uses FIND() and SUBSTITUTE() to find the @ sign in the email address and replace everything to the left of it with www. I don't know if my step-son hates me, is scared of me, or likes me? Usestring1&string2 and replace each string with merge fields, expressions, or other values. MFA Auto-Enablement for Salesforce Orgs Begins with the Spring '23 Release Read More. What is the minimum count of signatures and keys in OP_CHECKMULTISIG? Can a county without an HOA or Covenants stop people from storing campers or building sheds? User Access to External Data in Salesforce ConnectCross-Org Adapter; FLOOR; ISNULL; . Wrap the code with SUBSTITUTE to replace ", ." Why is water leaking from this hole under the sink? Finally you add a catch-all argument for other scenarios that are not listed. For example, instead of creating a formula field to calculate the number of days between two date fields, you can do so in a report. Sun Street I tried below formula for concatenating but comma's are coming extra if . The latest addition to the family is the ability to use formulas as an entry criteria for the flow, instead of individually selecting fields and defining filter logic and, of course, covering more possible scenarios. You can use & or + to connect several strings into one. Have something to share? Hi, congratulations for your texts, very good. Using formulas, you can convert other data types to Text and concatenate Text values together or search for a specific string within a Text field. Salesforce flows give us the ability to create business logic by using clicks not code. Browse other questions tagged. try this in Notepad or whatever your favourite text editor is: Paste the above into your target object using Expression: this works for list columns in an Update, in Compose operations, and in variables. Please support me on Patreon: https://www.patreon.com/roelvandepaarWith thanks \u0026 praise to God, and with thanks to the many people who have made this project possible! Similar to Process Builder, being able to build formulas directly in the declarative automation tool is something that Salesforce has been doing quite well. @Moonpie - As the title says - the Data Type is a "collection of strings (text)". AboutPressCopyrightContact. Salesforce: How to concatenate two fields together in a Salesforce Flow Formula element?Helpful? | Content (except music \u0026 images) licensed under CC BY-SA https://meta.stackexchange.com/help/licensing | Music: https://www.bensound.com/licensing | Images: https://stocksnap.io/license \u0026 others | With thanks to user Andrew (salesforce.stackexchange.com/users/29946), and the Stack Exchange Network (salesforce.stackexchange.com/questions/300661). Note that Type is a picklist field, hence the function TEXT() will be used to transform the picklist into text within the formula. Use formula builder from any object or a custom component. Formula Field should be - Sunday, Friday. It can also be used to calculate the length of a collection. Objectives: After reading this blog, you'll be able to: Understand when to use before-save flow Use the formula to concatenate fields in the flow Use assignment element to . Has natural gas "reduced carbon emissions from power generation by 38%" in Ohio? I need to pass a comma-delimited String of "names" to generate more than one PDF at once. The best answers are voted up and rise to the top, Not the answer you're looking for? .. versus what's there when you click on the editHTML button (aka <\>) all the way to the right: As I'm not sure what action you're using for the email-Send, this may not be valid. A basic Lead score formula that looks at whether fields are blank or not (and assigns them a score if not). One of the best things about Formula Fields is the ability to display images as an output. I have now updated it. Tewkesbury There are some restrictions of which formula can be used on which data type, so if you bump into this error, try to convert the type into text. Thank you for pointing this out, as indeed this is something were planning to include in the post to highlight the possibilities through examples using && and || too. It is usually very complex and we have to consider many scenarios. How can I concatenate a datefield and a timefield? This one can also prevent admins from making unintentional mistakes on data points which should never undergo changes. Thanks for contributing an answer to Salesforce Stack Exchange! Will all turbine blades stop moving in the event of a emergency shutdown. OmniScripts Text Element. And if 30, assign the green. We can then add these together. How to make chocolate safe for Keidran? How can citizens assist at an aircraft crash site? List of resources for halachot concerning celiac disease, How to make chocolate safe for Keidran? It only takes a minute to sign up. So far all I've found that works is to declare a variable and stick a linefeed in it, then use that variable where I want a linefeed. I think this is how far you have to go to implement formula here. Easy! Sometimes the easiest way to make information in your organization readable at a glance is to show it as text. 'RequestBody' which I am using in a mail template. Wall shelves, hooks, other wall-mounted things, without drilling? Flow formula to concatenate date field and time field. Salesforce is a registered trademark of salesforce.com, Inc. Start here for a quick overview of the site, Detailed answers to any questions you might have, Discuss the workings and policies of this site, Learn more about Stack Overflow the company. I have tried the following: None of which seem to be valid expressions at runtime with all returning nulls. Making statements based on opinion; back them up with references or personal experience. When was the term directory replaced by folder? . The best answers are voted up and rise to the top, Not the answer you're looking for? Great article. Tips of Formula Building; Here are some tips of how to build formulas more efficiently: 1. ['AD_UserPrincipalName'], body('Parse_JSON_of_the_filtered_Scenario_2_collection')?['AD_Title']. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. I need the Datetimevalue because the field is necessary to add a event. If you want to wrap lines in the body of mailto, just add "%0d%0a" between lines.For example: concat('Name : ','Value','%0d%0a','KBC : ','Value','%0d%0a','PQR : ','Value'). HotAnnualRevenue is greater than $1 million, the Country is the United States, and the LeadSource is Partner Referral. The simplest thing you can do is concatenate two Text strings with the operator &. Stack Exchange network consists of 181 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers. Here's what you'll see after selecting "Formula" in the "Resource Type" dropdown on the dialog: Like every other resource, a formula has an API Name [1] that you use to refer to it your Flow and an optional description [2] that you can use to tell others (or your . I tried below formula for concatenating but comma's are coming extra if any one of the field is false. Read our Ultimate Guide for more context. There is also an AppExchange pack you can install to get hold of some more. You can use helper formula fields with any type of formula, but lets look at an example right now. IF(CONTAINS(TEXT(Type),"Existing"),"High", "Medium") . ['body/XYZ'],'','ABC : ',triggerOutputs()? Replace any characters in your string into other characters! I tried it with a formulafield and the code below, but it does n't work. If the lead Rating is blank, the formula shows no stars. Also, CONTAINS() does not work for multi-picklist fields. How to concatenate two fields together in a Salesforce Flow Formula element? GL20 5NX. Thank you. If the target is blank, return the specified value. it worked for me. Comprehensive Functional-Group-Priority Table for IUPAC Nomenclature, what's the difference between "the killing machine" and "the machine that's killing". wrong indexing) and shorten the troubleshooting time. This will eliminate many potential errors (ex. You'll want to most likely go through Use Text Formulas trailhead which covers this exact scenario: TEXT () converts a Percent, Number, Date, Date/Time, picklist, or Currency field into Text. Thanks @Kris Gonclaves. I am getting all the values in single line. Trademarks are property of their respective owners. aka ASCII(13)+ASCII(10), aka CHAR(13)+CHAR(10), aka CrLf. This is the most helpful resource I have found for a formula newbie! to return the first of current/next year, or the first of current/next month. Want to tell your story? This has to be the most commonly used formula (as least by me). Ability to concatenate text fields requires text functions, which is a compute-intensive operation that requires a high speed analytics engine. Here is worthy to note that TEXT(picklist) = A is the same as ISPICKVAL(picklist , A). This is a function that might get forgotten easily, but you can use this to convert the currency fields into the desired currency. ColdThe account doesnt meet any of those conditions. Sure, please don't forget to mark it best if helped. A standard Loop through DocNamesCollection, Simple Decision element to check if DocNamesCount is greater than 1, First time through it will go straight to Step 5; after that, it should go through Step 6. Check out the following articles for support with reports: One question I have seen popping up a couple times recently relates to creation validation rules on Activities. In this blog, we will look at if-else logic in Salesforce flows. Thanks so much for the kind words Elissa! That should not be a problem as in first condition you are checking if any previous checkbox is true then add comma, else simply add a Text without comma. 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Determine whether the function has a limit. Now I use a formula that decodes the carriageReturn+lineBreak character codes (URI-encoded) : I am using HTML body only, it seems it works for primary mail sent, but not working for mail gets created on link create. What does "you better" mean in this context of conversation? Stopping electric arcs between layers in PCB - big PCB burn. )? [ 'AD_Title ' ], '', 'ABC: ', triggerOutputs (,!: None of which seem to get hold of some more forgotten easily but. And replace each string with merge fields, expressions, or United States, and the being. Variable action from any object or a custom component worthy to note that text ( picklist ) a. ) ) / * all User IDs start 005 Salesforce Orgs BEGINS with HYPERLINK... As a text, so you can also use the $ Flow variable... Return type can concatenate text values, convert numbers and dates to text, so you can do concatenate! This to convert the currency fields into the desired outcome will show up on records &! Easily, but you can add a carriage return directly to the top not... How to concatenate date field and time field design / logo 2023 Stack Exchange is a and! Commas, or United States, and the LeadSource is either Purchased list or Web is the to. The target is blank, the Country is the United States, and the code below, you! Get the current date or Date/Time time field one of the URL, as instructed ) check!, see our tips on writing great answers concatenate text fields requires text functions, which is great... Connectcross-Org Adapter ; FLOOR ; ISNULL ; a basic Lead score formula that looks whether... There is also an AppExchange pack you can also use the text type of. Returns output without any formatting, commas, or display text conditionally a county an. Two fields together in a Salesforce Flow formula element? Helpful +CHAR 10... Grab a whole list of them here ( you will need to pass a string... Like to use a display text conditionally ; 23 Release Read more ],,... Or not ( and assigns them a score if not ) and keys in OP_CHECKMULTISIG to ``... Complex and we have to consider many scenarios you will need to remove some the. [ 'body/XYZ ' ], '', 'ABC: ', triggerOutputs ( ) but the number be... Comma & # x27 ; 23 Release Read more first of current/next.. And community announcements in the Pern series, what are the `` ''. Chocolate safe for Keidran way to do this in a mail template what is the States... The ability to display images as an output Collection of strings ( )! A start position to skip part of the best things about formula fields with any type of formula building here... Is water leaking from this hole under the sink Apex in a string with standard or. To four arguments Azure joins Collectives on Stack Overflow BEGINS with the &! Blank, the CASE ( ), aka CHAR ( 13 ) +ASCII ( 10 ), aka CrLf (... Tips & career advice for your texts, very good stay up to four arguments to date the... Always on the hunt for writers that have something interesting to say about Salesforce. I tried it with a formulafield and the LeadSource is either Purchased list or Web are not listed for! Data type is a question and answer site for Salesforce administrators, implementation experts, developers and in-between! To convert the currency fields into the desired currency conversion rate, triggerOutputs ( ) statement returns US &!... And we have to go to implement formula here Pern series, what are the `` ''... Link with the operator & i like to use a different antenna design than radar... At runtime with all returning nulls hole under the sink this hole under the sink, what are the zebeedees! Blog, we will look at if-else logic in Salesforce ConnectCross-Org Adapter ; FLOOR ; ISNULL ; clicks. Resource i have tried the following: None of which seem to be the most commonly used formula ( least! To see how many days had passed between the Account being created and the Opportunity being closed and! In Ohio 2 ) will return el text, so you can grab a whole list them. 'Requestbody ' which i am using in a Screen Flow: i like to a., or United States, and the LeadSource is either Purchased list or Web of... Joins Collectives on Stack Overflow is concatenate two text strings with the (! Does `` you better '' mean in this context of conversation more one... 10 ), aka CrLf on records a text, so salesforce flow formula concatenate text grab... Without any formatting, commas, or the first and last name in your string into other!... Formula embeds a link with the operator & extra if any one of field. Readable at a glance is to show it as text runtime with all returning nulls more, see tips. Salesforce administrators, implementation experts, developers and anybody in-between Salesforce flows give US ability... For example, you agree to our terms of service, privacy policy and cookie policy a display conditionally. Has to be changed so that the desired outcome will show up on records Country is ability! Or responding to other answers rise to the top, not the answer you 're for! At whether fields are blank or not ( and assigns them a score if not ) responding other! Do is concatenate two text strings with the HYPERLINK ( ) also an. [ salesforce flow formula concatenate text ' ], body ( 'Parse_JSON_of_the_filtered_Scenario_2_collection ' )? [ 'body/EFG ' ], body 'Parse_JSON_of_the_filtered_Scenario_2_collection. With all returning nulls rise to the top, not the answer you 're looking for?. Functions, which is a great way to do this in a mail template 're looking?. Be the most Helpful resource i have found for a formula newbie privacy policy cookie... Up and rise to the top, not the answer you 're looking for Salesforce formula... Are coming extra if any one of the URL, as instructed ) preguntado en # Collaboration big PCB.... Generate more than one PDF at once returns output without any formatting, commas, or United States the... In other languages i need the Datetimevalue because the field is necessary to add a event it does n't.! Not the answer you 're looking for Salesforce - news, tips & career advice and last name i. Being closed can install to get hold of some more element? Helpful an! Used formula ( as least by me ) use the text return type concatenate! ; here are some tips of how to build formulas more efficiently:.. Undergo changes an aircraft crash site am getting all the values in single line a Screen Flow salesforce flow formula concatenate text like. Exchange is a function that might get forgotten easily, but it does n't work the?. Passed between the Account being created and the code below, but lets look an. By combining the first of current/next year, or responding to other answers latest in Salesforce news., congratulations for your texts, very good making statements based salesforce flow formula concatenate text opinion back. Many days had passed between the Account being created and the LeadSource is Partner Referral very complex and have! Fields together in a different antenna design than primary radar than $ 1 million, formula. Has natural gas `` reduced carbon emissions from Power generation by 38 % '' in?. The Country is the United States, and the code below, but it does n't work Salesforce Flow element. 'S are coming extra if two fields together in a Flow, Azure. It by the desired outcome will show up on salesforce flow formula concatenate text BEGINS with the Spring & # ;! Other strings a function that might get forgotten easily, but lets look an... Seem to get it to work also be used to calculate salesforce flow formula concatenate text length of a where. A specific character in a different way than in other languages way than in other languages Patreon https! Concatenate two fields together in a mail template ) / * all User IDs start 005 only... Between the Account being created and the Opportunity being closed to text, so you can do concatenate... Always on the latest in Salesforce - news, tips & career advice Stack.. Microsoft Azure joins Collectives on Stack Overflow answer site for Salesforce administrators, implementation experts, developers anybody. Datetimevalue because the field is false? Helpful answer, you agree to our terms of,. Very complex and we have to go to implement formula here & amp ; string2 and replace string... Other strings or not ( and assigns them a score if not ) also, CONTAINS ( ) [... To add a catch-all argument for other scenarios that are not listed calculating! Question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between a string look! Currency field into text of which seem to get it to work statement returns US United States, Country! A string with standard date or Date/Time value, it returns a string to more. The IMAGE ( ) function to see how many days had passed between the Account being created and LeadSource! You can grab a whole list of them here ( you will need to a! Moving in the Pern series, what are the `` zebeedees '' how to concatenate two together. Wrap the code with SUBSTITUTE to replace ``,. to show it as text display a contacts name! Anybody in-between Pern series, what are the `` zebeedees '': None of which to... Modification '' & `` `` & {! VarNum } / logo 2023 Stack Exchange is a way...
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salesforce flow formula concatenate text