In this Salesforce tutorial, we will learn about UPPER and LOWER Functions in Salesforce. In that, we will discuss the following topics:
- UPPER Function in Salesforce.
- How to Convert String to Upper Case in Salesforce.
- LOWER Function in Salesforce.
- How to Convert String to Lower Case in Salesforce.
UPPER Function in Salesforce
The UPPER() Function in Salesforce is a TEXT Field function that performs text operations on Salesforce fields.
The Salesforce UPPER() Function converts all letters in the specified text string to uppercase. In addition, if you pass any character other than string type, the function leaves those characters unaffected.
Syntax Upper() Function
Below is the syntax of the Salesforce Upper function:
UPPER(text, [locale])
- Text: The text parameter specifies the string or field you want to convert to uppercase.
- Locale: The locale parameter is optional. If available, it specifies the two-character ISO language code or five-character local code.
The UPPER Function returns the new text or string with all the characters in Uppercase.
Convert String to Upper Case in Salesforce
Below are the steps to convert the string to uppercase using a UPPER() function in Salesforce.
1. Log in to Salesforce Org. -> Go to Setup. -> Object Manager tab. -> Search for the Object you want to perform the Upper function. Here, I have selected the Account object.

2. Click on Fields & Relationships. -> Then click the New button.

3. Select the Data Type as the Formula because we will use the Upper Function. Then click on the Next button.
