Salesforce Connector

Melissa Selzler

Good evening -

We use the Salesforce Connector to sync account information to Smartsheet. Syncing all accounts to a single Smartsheet exceeded cell limits. So, we created a different Smartsheet for each account status (i.e. Client, Former Client, Vendor, etc.). I hoped to create an automation that would remove the un-synced rows, but it appears that is not possible and I must manually remove rows that fall under "Filtered out by sync." Please confirm if this is accurate.

Also, I want to be able to summarize the number of each account status, but I do not want to include those "Filtered out by sync." Is there a way to exclude these in a formula so I can publish counts, and only manually delete the un-synced rows periodically (i.e. weekly or monthly)?

Thank you,

Melissa

ChristianFinke

Hi @Melissa Selzler

You're correct—rows marked as "Filtered out by sync" in the Salesforce Connector aren't automatically removed, so they need to be manually deleted.

To summarize account statuses without including those rows, you can use a helper column. Add a column with a formula like: =IF([Column Name]@row = "Filtered out by sync", 0, 1)

Then use a COUNTIFS formula to count rows where the helper column is 1 and match your desired account status:
=COUNTIFS([Status Column]:[Status Column], "Client", [Helper Column]:[Helper Column], 1)

This way, you can publish counts while cleaning up the sheet periodically.

Let me know if you'd like help with this!

Best,

Melissa Selzler

Thank you for your response. I tried to use the helper column formula, but it did not work. Each row does not indicate synced or not synced. The only way that I know if it is not synced, is if the column value is indented under the parent "Filtered out by Connector." I tried creating a helper column to indicate if parent vs child, but the record that are synced still indicated child. Do you have any other ideas for how to "tag" the records that are not synced?