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ArmanM Workaround to send formula values to external system
Hi,
I need to pass a value to an external system (Tableau). The value I need to pass is a currency formula in opportunities. I was thinking of applying a workflow where I just have a blank currency field in the background that would get updated when the calculated currency formula field is not NULL.
I am trying to do this with field updates but I am not quiet sure how this rule can update all pervious values as well. Is this the right approach for something like this? How can I achieve this?
Reason for this update: salesforce connector does not support extracting calculated fields.
Thanks
Arman
I need to pass a value to an external system (Tableau). The value I need to pass is a currency formula in opportunities. I was thinking of applying a workflow where I just have a blank currency field in the background that would get updated when the calculated currency formula field is not NULL.
I am trying to do this with field updates but I am not quiet sure how this rule can update all pervious values as well. Is this the right approach for something like this? How can I achieve this?
Reason for this update: salesforce connector does not support extracting calculated fields.
Thanks
Arman
Your approach should work. If you set your workflow to fire on update, you just need to go to the developer's console and run this:
This way, you will update all opportunities in your org and your workflow will update the new currency values.
Hope this helps!