Salesforce Filter - Field Update

Comments

4 comments

  • Kathyana Rule Community moderator Technical Writer
    Engaged
    Celigo University Level 2: Seasoned

    Hi Lauren Rabe

    I have moved your post to the Troubleshoot custom flows section of the community for more visibility. 

    Thanks! 

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  • Scott Henderson CTO
    Celigo University Level 1: Skilled
    Answer Pro
    Top Contributor

    You would need to write custom trigger code to do this. For example, if you are doing a real-time listener flow, then the trigger that sends the data to integrator.io can be configured to look for specific field changes only. Or, if you are doing a batch flow, then you can introduce a new last modified type custom field on the Salesforce object, and then have a trigger that only updates the date field to the current date/time when the fields you care about are changed, and then your flow would be a delta flow, etc... 

    It has been a LONG time since I have done anything like this in Salesforce myself, and maybe there is a better way by now where their API has some sort of functionality to look for specific field changes, and if you can find any other way Salesforce supports this via their API then let us know, and we can advise on how best to use our product to accomplish the same. 

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  • Lauren Rabe

    Hi Scott, and thank you.  I thought of that, however, the method 'processExport' does not accept a list of sObject so I assume it uses trigger.new for its source, making it impossible to single out qualifying records in a bulk update.

    I'm old school Salesforce, noob to Celigo.  Is there another method in the RealTimeExporter class that accepts a list<sObject>?

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  • Scott Henderson CTO
    Celigo University Level 1: Skilled
    Answer Pro
    Top Contributor

    You should only call the processExport function if the record first meets your criteria. Make sense? i.e. you dont need our function to accept a list of sObjects, because you will decide when to call our function vs not.

    And then for the batch delta flow option I mentioned above, you dont need to call our functions at all.

    If this guidance isnt helping, then I recommend engaging technical support and talking to someone at Celigo that has done this more recently, and can share more detailed info/docs.

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