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Filtering products in Salesforce opportunity and Salesforce order flows

Laya Kodam
Updated

You can filter products in ‘Salesforce Opportunity to NetSuite Sales Order’ flow or ‘Salesforce order to NetSuite sales order Add/update’ flow while exporting data between Salesforce, NetSuite and IO. You can achieve this by performing minor updates in the flow settings.

Configure filtering of products

Salesforce Opportunity to NetSuite Sales Order flow

  1. Sign in to your integrator.io

  2. Go to Salesforce - NetSuite integration app.

  3. Navigate to Flows > Opportunity.

  4. In the Settings column, click the Gear icon next to Salesforce Opportunity to NetSuite Sales Order Add/Update flow.

  5. Under Additional data to export from Related Lists or Sublists, click Edit.

  6. Click Edit under Actions for the OpportunityLineItems related list.

  7. Add the filter in the Filter Expression field.

  8. Click Add Selected to save the page.

  9. Click Save.

Note

This filter uses SOQL code syntax, not Handlebars. Below are examples of SOQL code syntax.

  • To filter the products with a non-empty product code, use ProductCode != "".

  • To filter products using an OR condition between ProductCode and Id, use:  Product2.ProductCode = 'SL9080' OR Product2.Id = '01t5i000007Ac91AAC'..

    Img1.png

  • To filter products using an AND condition between ProductCode and LastName, use: CreatedBy.LastName = 'Martin' AND Product2.ProductCode = 'SL9080' .

    Img2.png

Salesforce Order to NetSuite Sales Order flow

  1. Sign in to your integrator.io

  2. Navigate to Flows > Opportunity

  3. Go to ‘Salesforce order to NetSuite sales order’ flow and click Settings

  4. For Additional data to export from Related Lists or Sublists and click on edit

  5. Edit the OrderItems related list by clicking the edit option under Actions

  6. Add the filter at Filter Expression

  7. Save the page by clicking Add Selected

Notice

If you want to filter the products: if product code is not empty, then the filter expression is ProductCode != "".

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Comments

2 comments
Date Votes
  • Avatar
    Donovan Burchett
    (Edited )

    Is it possible to use AND/OR operators in the filter expression to evaluate/combine multiple conditions on related lists? I've tried various expressions using AND/OR but have not had any success.

    0
  • Avatar
    Nilesh Kumar
    Senior Product Manager
    Celigo University Level 4: Legendary
    Engaged

    Hi Donovan Burchett 

    The filter utilizes SOQL (Salesforce Object Query Language) conditions specified after the WHERE clause. Could you please share the expression you used in the filter that isn't working? This will help us evaluate the issue further. Alternatively, feel free to submit a support ticket for assistance from a dedicated support team.

    Thanks 
    Nilesh

    0

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