Capping Opportunities Synced

  • nadia@jacksmagic.com
    Participant
    5 years, 5 months ago #5430

    Hi there,

    I noticed that we have a new customer sync, they are syncing all the opportunities that have ever been placed in our Quickbooks for that customer (10 years worth). Is there a way to cap the Sales Order synced to 2018 and 2019 only?

    Thank you,
    Nadia

    sridhara.r_20153
    Participant
    5 years, 5 months ago #5693

    Hi Nadia,

    The sync from QuickBooks to Salesforce is based on the last modified date, if any Sales order/Customer is edited in QuickBooks, then the record will be synced to Salesforce.

    The sync can be filtered by adding a condition in the DBSync query or in the validate row of the mappings.

    Thanks.

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