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Formulas

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Formula Builders

For column formulas

api-settings
Choose Object
Lead
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Choose Field
Email
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Choose Operator
=
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source-code
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Salesforce::LookupLeads( [Auth Account], filter: Concatenate("Email = '",[COLUMN],"'") ).First()
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For Records table SOQL filter

info

The example below is for the Case object

You can choose to sync any object, but you will need to choose the correct object when you create the sync table. For this example, we included the “Case” records object type for the example sync table below.

Where to add SOQL filtering

You can either name the formula and then reference the formula or you can copy/paste the full SOQL statement in the Filter field shown below.
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image.png
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Choose the ObjectType:
[  ]
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NOT?
Field
Operator
Value
Join
1
​
Case Type
=
Electrical
AND
2
​
Closed Date
>=
N_YEARS_AGO:5
AND
3
NOT
Contact Email
LIKE
%edge.com
​
There are no rows in this table
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source-code
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Type = 'Electrical' AND ClosedDate >= N_YEARS_AGO:5 AND (NOT ContactEmail LIKE '%edge.com')
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Copy to clipboard
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Refresh Cases table
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Cases
Record
Case ID
Case Type
Priority
Closed Date
Contact Email
Engineering Req Number
1
500Dn000003mq0PIAQ
500Dn000003mq0PIAQ
Electrical
High
10/27/2021, 11:59 AM
agreen@uog.com
767145
2
500Dn000003mq0UIAQ
500Dn000003mq0UIAQ
Electrical
Medium
10/27/2021, 11:59 AM
j.davis@expressl&t.net
653780
3
500Dn000003mq0bIAA
500Dn000003mq0bIAA
Electrical
Medium
10/27/2021, 11:59 AM
jane_gray@uoa.edu
347209
4
500Dn000003mq0jIAA
500Dn000003mq0jIAA
Electrical
Medium
10/27/2021, 11:59 AM
jrogers@burlington.com
237645
5
500Dn000003mq0mIAA
500Dn000003mq0mIAA
Electrical
High
10/27/2021, 11:59 AM
spavlova@uog.com
265794
6
500Dn000003mq0oIAA
500Dn000003mq0oIAA
Electrical
Medium
10/27/2021, 11:59 AM
lboyle@uog.com
572546
There are no rows in this table
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