Configure Salesforce Conditions with Dates

Business Background

Configure Salesforce Get conditions with specific dates.

Titan Solution

Use Titan Web to configure dates conditions that have pre-defined dates.

How to Video

Coming soon!

How to Guide

You can add dates conditions in different places in Titan. In this example, the condition was added as follows:

• Salesforce GET integration
• Add conditions to an element

Salesforce GET Integration

1. Use the Gear icon to open the Project settings.

2. Select the Salesforce option. The Salesforce Integration screen opens.

3. Select the Create New button. The Map Salesforce fields screen opens.

4. Under Conditions, select a Date field from the Field drop-down list, for instance, Created Date.

5. Use the Value drop-down list to select Date.

6. Use the drop-down list to select a date. The options are as follows:

7. Select the Apply button.

Add conditions to an element

1. Select the expand (+) button next to the settings icon. A list of elements will show.

2. Select the Input element option from the list. In this example a table was used.
3. Select and drag the table element option to the canvas. The Table Configuration screen opens.
4. Select the source in Salesforce from the drop-down list, for instance, Account.
5. Select the Next button.

6. On the Conditions tab, select a Date field from the Field drop-down list, for instance, Created Date. The Date value is added automatically.

7. Use the drop-down list to select a date. All the options are listed here.

Take a look at more information on configuring conditions.