Supermetrics offers advanced date settings for Salesforce, allowing you to fetch opportunity and lead date data based on when the opportunity or lead was created, last modified, or when an opportunity was closed or a lead converted.
- Opportunities: You have the option to base dates on the following:
- Created date
- Last modified date
- Closed date
- Leads: You have the option to base dates on the following:
- Created date
- Last modified date
- Converted date
The option selected will dictate how the results are populated on the Salesforce API by controlling the date base for standard dimensions (such as "Date" or "Year & Month"). This can help eliminate discrepancies with the data you see in Salesforce reporting, as you can set the date base to match what you want to use. The default setting is "Created date" for both leads and opportunities.
Instructions
Google Sheets
- Open the Supermetrics sidebar.
- Select a Salesforce query and click the pencil icon to edit it.
- Go to Options.
- Select Opportunities fetched by and Leads fetched by from the dropdown.
Looker Studio (formerly Data Studio)
- Click the Salesforce data source to open its configuration window.
- Click Edit connection in the top left corner.
- Scroll down to Opportunities fetched by and Leads fetched by and make your selection.
Excel
- Open the Supermetrics sidebar.
- Select a Salesforce query and click Modify.
- Go to Options.
- Select Opportunities fetched by and Leads fetched by from the dropdown.
Power BI
- On the Supermetrics Hub, go to Destinations → Power BI.
- Select an existing Salesforce query to modify.
- Select the connection to use.
- Go to Options.
- Select Opportunities fetched by and Leads fetched by from the dropdown.
The Supermetrics API
- On the Supermetrics Hub, go to API.
- Select the Salesforce data source and the query to modify.
- In the sidebar, go to Options.
- Select Opportunities fetched by and Leads fetched by from the dropdown.
- Click Run to run the query.
Data warehouse
When setting up your data transfer, navigate to General settings and select the settings to use.