I have an excel list of 100 or so Product Numbers that are flagged and should not be re-used. I want an email notification if someone creates a Project with Product Number = anything on my flagged list.
I need to pull from Salesforce all Custom Media Projects that have the Field: "Designer" = someone on my team
where, my team = "name1,name2,name3"
I'm unable to create an array from the excel list. I feel like this shouldn't be that hard... see my attempt in screenshots.
More importantly, I'm not sure on the best way to pull the specific data I need from Salesforce (ideally the output is a row for each CMP, where Column2: Product Number and Column3: Designer). The "Get Records" seems to be the correct function. I can't fill out "filter query" and "select query" properly and it is my main issue.
If I run Get Records, I can see the raw data output and figure out the names of the fields, i.e. Designer__c, Product_Number__c, or RecordTypeId. How do field names get formatted in Filter Query expressions? I keep getting "the expression is invalid"
for example: RecordTypeId equals 'Upstream Consumables' didn't work.
Any help is appreciated.
