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Question

Filter Salesforce records where MyDateField is less than or equal to today

  • 5 February 2022
  • 3 replies
  • 144 views
J
Badge

Hello again-

 

I would like to Filter on a date field from SalesForce to only include records where mydatefield <= ToDay()

How do I go about doing this?  

 

Many thanks everyone!

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @justSeth 

You can use a Filter step in the Zap: https://zapier.com/apps/filter/help

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@justSeth 

Help article about how to get a timestamp for when the Zap step runs: https://zapier.com/help/create/customize/insert-the-time-your-zap-runs-into-a-field

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@justSeth

Try this Filter condition, where the left side “Output” would be your timestamp from Salesforce, which may need to be manipulated into the proper format using a Formatter step: https://zapier.com/help/create/format/modify-date-and-time-formats-in-zaps

 

Make sure to test the different use cases

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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