Salesforce Connector - Filter by current date
Best Answer
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Hi @Fabian Tiemann,
There is currently no way to filter out data in the connector based on a "relative date" like Today() for example.
Your best bet is to use a static date if you can to limit some of the volume of data coming from SF then filter the data out in Smartsheet either using filters or moving unwanted rows to another sheet.
Hope that helps,
Ramzi
Ramzi Khuri - Principal Consultant @ Cedar Tree Consulting (www.cedartreeconsulting.com)
Feel free to email me: ramzi@cedartreeconsulting.com
💡 If this post helped you out, please help the Community by marking it as the accepted answer/helpful.
Answers
-
Hi @Fabian Tiemann,
There is currently no way to filter out data in the connector based on a "relative date" like Today() for example.
Your best bet is to use a static date if you can to limit some of the volume of data coming from SF then filter the data out in Smartsheet either using filters or moving unwanted rows to another sheet.
Hope that helps,
Ramzi
Ramzi Khuri - Principal Consultant @ Cedar Tree Consulting (www.cedartreeconsulting.com)
Feel free to email me: ramzi@cedartreeconsulting.com
💡 If this post helped you out, please help the Community by marking it as the accepted answer/helpful.
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Ramzi, thanks a lot.
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