SalesForce connector workflow...can't do "or"

Christy Kooiman

SalesForce connector only allows for Filtering Operator 'AND' and Not 'OR', is there a workflow for this? I need to filter on two different fields but need OR instead of AND

i.e. Business Influencer includes xxx OR Solution includes xxx

Genevieve P.

Hi @Christy Kooiman

There currently isn't a way to set an OR operator in the Salesforce Connector. What I would do in this case is build a formula field in Salesforce that checks a checkbox when conditions are met so that the Connector can filter off of the checkbox.

Please also let the Product team know about your use-case and scenario by filling out this form, here.

Thanks!

Genevieve

Genevieve P.

Hi @Christy Kooiman

There currently isn't a way to set an OR operator in the Salesforce Connector. What I would do in this case is build a formula field in Salesforce that checks a checkbox when conditions are met so that the Connector can filter off of the checkbox.

Please also let the Product team know about your use-case and scenario by filling out this form, here.

Thanks!

Genevieve