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Status Shipped
Categories Salesforce
Created by Emily Yankush
Created on Jul 1, 2022

Add filters for automatic Salesforce import

When initially importing Salesforce organizations into Aha!, there are filters to narrow down the records that should be imported.

It would be helpful to have filters also available to control automatic imports on a go-forward basis. Using the "Approve new records before importing" process becomes unmanageable and time-intensive with lots of data coming in.

    Jan 16, 2024

    You can now filter the ongoing import of new organizations:

    • On the Enable step of the Salesforce integration, select the account fields to filter by and click Save

    • If a new account is created in Salesforce and matches all the filters, it will be imported

    Note: It is recommended that you also map Aha! organization fields to the Salesforce account fields you are filtering by. This will notify Aha! if any of these values change in Salesforce and we will import the account if it now matches the filters.

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  • Mark Evans
    Jul 1, 2022

    I think this is pivotal to a successful integration going forward +1

  • +3