Text functions in formula fields
Key Takeaway
Wrap a non-text field in TEXT to join it to text, and expect plain output with no currency symbols, percent symbols, or commas. On a picklist, TEXT returns the API name, not the label.
Text functions let a formula build, inspect, and convert text. For example, a formula can join fields into an ID, pull the last four characters of a value, or check whether a field contains a word. Text functions also connect field types: TEXT turns numbers, dates, and picklist values into text, and VALUE turns text back into a number.
Literal text and joining text
To put literal text in a formula, wrap it in quotation marks. To join pieces of text, use the & or + concatenate operator.
"CASE: " & CaseNumber__c
// displays CASE: followed by the case number
"Expense-" & Trip_Name__c & "-" & ExpenseNum__c
// builds an expense labelIn both formulas, the parts in quotation marks are literal text, and the & operator joins them to the field values.
To show a quotation mark or a backslash as a literal character, put a backslash (\) before it.
"Trouble\\Case \"Ticket\": "
// displays on detail pages as: Trouble\Case "Ticket":In this formula, \\ displays one backslash and \" displays one quotation mark.