Cross Filters for Modify

JenessaB — Mon, 05 Jun 2023 22:06:11 GMT

Hello! I'm trying to set up an automation to modify records that are opportunities with GAU allocations that contain "merchandise" in the name and are 100%. Anything that fits this criteria, I would like the "type" to be changed to "merchandise."

I'm able to pull this report in Salesforce, but am unsure whether this is possible in DemandTools.

Thanks!

Jenessa B.

Re: Cross Filters for Modify

JonG_Validity — Tue, 06 Jun 2023 13:40:30 GMT

Hi @JenessaB! You should be able to accomplish this by using the Specified Value operation within Modify. It sounds like "GAU allocations" is a custom object/child object that you would like to condition/filter on? If that is the case, you should be able to select GAU Allocations as your "Object to Modify" in step 1 & add the necessary conditions within the Record Selection Criteria.

When you click to the Set New Values section & choose Specified Value, you'll choose any field either from the GAU allocation or Opp to modify. To choose a field from the Opp, you'll just need to expand the carat for the proper object as shown in the attached screenshot (I used Account in my example).

I hope this helps, but please let me know if I misunderstood.

topic Cross Filters for Modify in DemandTools

Cross Filters for Modify

Re: Cross Filters for Modify