How To: Convert Text to Uppercase or Lowercase

Force text into uppercase or lowercase for addresses, emails, and document styling.

Use text case attributes when stored Salesforce values do not match your output style.

Problem

You need to standardize text appearance regardless of how it is stored in Salesforce.

Solution

All Uppercase:

{{!Account.BillingStreet ToUpperCase="true"}}
{{!Account.BillingCity ToUpperCase="true"}}, {{!Account.BillingState ToUpperCase="true"}} {{!Account.BillingPostalCode}}

Result: 123 MAIN STREET, APT 3

All Lowercase:

{{!Contact.Email ToLowerCase="true"}}

Result: [e-mail]

Common Use Cases

Mailing Labels (Uppercase):

<p>
{{!Account.Name ToUpperCase="true"}}<br>
{{!Account.BillingStreet ToUpperCase="true"}}<br>
{{!Account.BillingCity ToUpperCase="true"}}, {{!Account.BillingState ToUpperCase="true"}} {{!Account.BillingPostalCode}}
</p>

Email Addresses (Lowercase):

<p>Email: {{!Contact.Email ToLowerCase="true"}}</p>

Legal Documents (Uppercase for Emphasis):

<p><strong>{{!Account.Name ToUpperCase="true"}}</strong> hereby agrees...</p>

Tips

• Postal codes usually stay as-is.
• Use uppercase for mailing addresses when automated sorting matters.
• Use lowercase for email addresses for consistency.