Salesforce Connector Workflow return 0 record

Gwen Mui
Gwen Mui
edited 06/14/22 in Add Ons and Integrations

Hi, I wanted to pull certain leads into smartsheet. However the workflow returned no record even though I tried to filter to a specific email address (see below). Has anyone encountered this issue?

Thanks


Best Answer

  • Genevieve P.
    Genevieve P. Employee
    Answer ✓

    Hi @Gwen Mui

    Try running the workflow without any filters first to check it works, and then add the filter in afterwards.

    When you run it with no filter you'll be able to see what email columns are being populated and this will help determine which one to use in the filter. Then add the filter back in, double-checking the spelling of the email.

    Let me know if this helped!

    Cheers,

    Genevieve

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Answers

  • Genevieve P.
    Genevieve P. Employee
    Answer ✓

    Hi @Gwen Mui

    Try running the workflow without any filters first to check it works, and then add the filter in afterwards.

    When you run it with no filter you'll be able to see what email columns are being populated and this will help determine which one to use in the filter. Then add the filter back in, double-checking the spelling of the email.

    Let me know if this helped!

    Cheers,

    Genevieve

    Need more help? 👀 | Help and Learning Center

    こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions