Formulas
Formula Builders
For column formulas
Choose Object
Lead
Choose Field
Email
Choose Operator
=
Salesforce::LookupLeads(
[Auth Account],
filter: Concatenate("Email = '",[COLUMN],"'")
).First()
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For Records table SOQL filter
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.
Choose the ObjectType: [ ]
[ ]
NOT?
Field
Operator
Value
Join
Case Type
=
Electrical
AND
Closed Date
>=
N_YEARS_AGO:5
AND
NOT
Contact Email
LIKE
%edge.com
There are no rows in this table
Type = 'Electrical' AND
ClosedDate >= N_YEARS_AGO:5 AND
(NOT ContactEmail LIKE '%edge.com')
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Refresh Cases table
Cases
Record
Case ID
Case Type
Priority
Closed Date
Contact Email
Engineering Req Number
500Dn000003mq0UIAQ
500Dn000003mq0UIAQ
Electrical
Medium
10/27/2021, 11:59 AM
j.davis@expressl&t.net
653780
500Dn000003mq0jIAA
500Dn000003mq0jIAA
Electrical
Medium
10/27/2021, 11:59 AM
237645
There are no rows in this table
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