Configure Salesforce Conditions with Dates

Business Background

Configure Salesforce Get conditions with specific dates.

Titan Solution

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

How to Video

Coming soon!

How to Guide

You can add date 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. Click the Gear icon to open the Project settings.
2. Select the Salesforce option. The Salesforce Integration screen opens.

3. Click 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 the Date option.

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

7. Click the Apply button.

Add conditions to an element

1. Click the + icon to open the list of elements.

2. Click the Input element option from the list. In this example, a table was used.
3. Click-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. Click 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.