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October 8, 2024

May 15, 2026 9:14 am

Formatting phone numbers in Salesforce Marketing Cloud

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Understanding the Challenge

Teams running SFMC often encounter issues when trying to format phone numbers using SQL queries. The main challenge is that the FORMAT function may not work as expected if the data type of the field is not correct or if an alias is not specified for the new field.

SQL Queries and Data Types

In SFMC, the data type of the field can affect the outcome of the SQL query. For example, if the field is of type text or phone, the FORMAT function may not work as expected. A community member tried using the FORMAT function with a field of type text and phone, but encountered errors.

For instance, the following SQL query may not work as expected:

SQL Query

SELECT FORMAT(Account_Phone, '(###)###-####');
From Agency_Import

Root Cause of the Issue

The root cause of the issue is that the FORMAT function requires a correct data type for the field and an alias for the new field created when formatting the phone number. Without these, the query will not return the expected results.

To resolve the issue, it’s essential to ensure the data type of the field is correct and specify an alias for the new field. For example:

Corrected SQL Query

SELECT FORMAT(Account_Phone, '(###)###-####') AS Formatted_Phone;
From Agency_Import

Additional Tips and Considerations

When working with phone numbers in SFMC, it’s also important to consider other factors, such as handling null or empty values, and ensuring the phone number is in the correct format for the target audience.

Here’s an example of how to handle null or empty values:

Handling Null or Empty Values

SELECT CASE WHEN Account_Phone IS NULL OR Account_Phone = '' THEN '' ELSE FORMAT(Account_Phone, '(###)###-####') END AS Formatted_Phone;
From Agency_Import

Best Practices for Phone Number Formatting in SFMC

To ensure successful phone number formatting in SFMC, follow these best practices:

Checklist for Phone Number Formatting

  • Ensure the data type of the field is correct
  • Specify an alias for the new field created when formatting the phone number
  • Handle null or empty values
  • Consider the target audience and format the phone number accordingly
  • Test the SQL query thoroughly to ensure the expected results
  • Use the FORMAT function to format the phone number
  • Use a CASE statement to handle different scenarios

Frequently Asked Questions

What is the correct data type for phone numbers in SFMC?

The correct data type for phone numbers in SFMC is text or phone.

How do I handle null or empty values when formatting phone numbers?

Use a CASE statement to handle null or empty values and return an empty string or a default value.

What is the purpose of specifying an alias for the new field created when formatting the phone number?

Specifying an alias for the new field created when formatting the phone number allows you to reference the formatted phone number in the SQL query.

Can I use the FORMAT function to format phone numbers in SFMC?

Yes, you can use the FORMAT function to format phone numbers in SFMC, but ensure the data type of the field is correct and specify an alias for the new field.

What are some common errors when formatting phone numbers in SFMC?

Common errors when formatting phone numbers in SFMC include incorrect data type, missing alias, and not handling null or empty values.

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