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Status Future consideration
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.

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  • Mark Evans
    Jul 1, 2022

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

  • +3