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Filtering which Salesforce custom object records sync to SharePoint prevents data overload and ensures your SharePoint environment only contains relevant, actionable information.
You’ll discover how to set up sophisticated filtering logic that dynamically selects the right records for SharePoint integration.
Create advanced filtering with Coefficient
Coefficient excels at filtering Salesforce custom object records and serves as an effective preprocessing tool for SharePoint sync. Its complex AND/OR filtering logic works across Number, Text, Date, Boolean, and Picklist fields from custom objects.
How to make it work
Step 1. Set up your custom object import with basic filters.
Connect to Salesforce and select your custom objects. Apply initial filters based on status fields, date ranges, or record types to establish your baseline dataset. For example, filter custom Event objects where Status equals “Confirmed” and Event_Date is greater than today.
Step 2. Create dynamic filtering criteria.
Use Coefficient’s dynamic filters that point to cell values for flexible filtering without editing import settings. Set up cells in your spreadsheet that contain filter values, then reference these cells in your import filters. This allows you to change filtering criteria without reconfiguring the entire import.
Step 3. Apply relationship-based filtering.
Leverage Coefficient’s support for relationship fields to filter based on related object criteria. Filter custom objects based on Account status, Contact roles, or other related object fields. For example, only sync events where the related Account is active and the Account Type equals “Customer”.
Step 4. Build complex AND/OR logic.
Combine multiple filter conditions using AND/OR logic to create sophisticated filtering rules. Set up filters like: (Event_Type equals “Training” OR Event_Type equals “Meeting”) AND (Priority equals “High”) AND (Related_Account_Status equals “Active”).
Step 5. Test and refine your filtering logic.
Run your filtered import and review the results to ensure you’re capturing the right records. Adjust your filter criteria based on the data quality and relevance. Use Coefficient’s preview functionality to validate your filtering logic before committing to the full import.
Step 6. Prepare filtered data for SharePoint integration.
Format your filtered dataset with appropriate column headers and data types for SharePoint consumption. Your curated dataset can then be consumed by Power Automate or other integration tools to maintain a focused SharePoint calendar or list.
Build smarter data synchronization
This filtering approach ensures your SharePoint environment stays clean and relevant while maintaining automatic synchronization with your Salesforce data. Start filtering your Salesforce data more effectively today.
