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Date/time fields from Salesforce custom objects need precise formatting to display correctly in SharePoint calendars, especially when dealing with timezone differences and various date formats.
You’ll learn how to extract these critical fields and transform them into SharePoint-compatible formats that preserve accuracy and timezone information.
Handle date/time fields with Coefficient
Coefficient handles Salesforce date/time fields effectively while preserving their original formats and timezone information. It serves as an excellent data preparation tool for SharePoint calendar sync by maintaining data integrity throughout the extraction process.
How to make it work
Step 1. Import custom objects with date/time fields.
Connect to Salesforce and select your custom objects containing Date, DateTime, and Time fields. Import fields like “Event_Start_Time__c”, “Event_End_Time__c”, and any other date/time fields that need to appear in your SharePoint calendar.
Step 2. Apply date-based filtering for relevant records.
Use Coefficient’s filtering capabilities to work with specific date ranges. Filter for events occurring within the next 30 days, or exclude past events that shouldn’t appear in your SharePoint calendar. This keeps your calendar focused on relevant timeframes.
Step 3. Transform date/time formats for SharePoint compatibility.
Create spreadsheet formulas to convert date/time values into SharePoint-compatible formats. Use formulas like =TEXT(A2,”yyyy-mm-ddThh:mm:ss”) to convert to ISO 8601 format, which SharePoint calendars typically require. For date-only fields, use =TEXT(A2,”yyyy-mm-dd”) format.
Step 4. Handle timezone conversions.
If your Salesforce and SharePoint environments use different timezones, create conversion formulas to adjust the time values. Use spreadsheet functions to add or subtract hours based on timezone differences, ensuring calendar events appear at the correct times.
Step 5. Create duration calculations.
Calculate event durations by subtracting start times from end times using formulas like =(B2-A2)*24 to get duration in hours. This helps SharePoint calendar events display with proper time blocks and scheduling information.
Step 6. Set up automated refresh for current data.
Configure Coefficient’s scheduled refresh to keep your date/time data current as Salesforce records change. This ensures your SharePoint calendar reflects the most up-to-date scheduling information from your custom objects.
Step 7. Prepare formatted data for integration tools.
Structure your properly formatted date/time data for consumption by Power Automate or other integration tools. Ensure all date/time columns have consistent formatting and that the data structure matches SharePoint calendar requirements.
Perfect your calendar synchronization
This systematic approach to date/time field handling ensures your SharePoint calendars display accurate, properly formatted scheduling information from Salesforce. Get started with precise date/time synchronization today.
