Using SalesForce Connect to Moving Rows to Another Sheet

I have a sheet that is populated from the Connector for SalesForce. Within this sheet, the user can choose to place a check in one of the columns. If that column has a check mark, then that row moves to another sheet.


Here's the problem: Because I'm using a connector, the rows that are moved to another sheet keep reappearing. This makes sense why it's doing it but I need it to not add the moved rows back into the sheet.

Any ideas????

Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Pam Parrish

    How about using a Report to work out of instead of the main source sheet that's synced with Salesforce?

    You could Filter the Report by if the box is not checked and create other filters to make sure you're only seeing relevant rows. Your users can still make edits in a Report (such as the checkmark) which will then update the underlying sheet and hide that row in the Report the next time it's refreshed.

    Let me know if this would work for you!

    Cheers,

    Genevieve

  • Pam Parrish
    Pam Parrish ✭✭✭

    Thanks. I have it worked out now through work flows.