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            Returning the First or Last Date from a Data Filter in Salesforce Spiff

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            Returning the First or Last Date from a Data Filter in Salesforce Spiff

            Returning the first or last date in a period is helpful when filtering data in Salesforce Spiff. For example, maybe you want to know the date of the first deal closed in a period or the last deal in the quarter.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            Available for an additional cost in: Professional Edition with Web Services API Enabled

            Consider a datasheet that uses the ClosedInPeriod data filter, which returns all closed deals for a specific rep in a specific time period.

            Datasheet with a ClosedInPeriod data filter

            To return the date of the first deal in the period, add a formula.

            =choose(1, transform_list(sort(ClosedInPeriod, CloseDate), CloseDate))
            • The sort() function sorts datasheet rows by CloseDate in ascending order.
            • The transform_list() function transforms the sorted rows into an array of CloseDate values.
            • The choose() function selects the first item in the array.

            To return the date of the last deal in the period instead, sort datasheet rows by CloseDate in descending order by adding -1 as an optional third argument for the sort() function.

            =choose(1, transform_list(sort(ClosedInPeriod, CloseDate), CloseDate, -1))
             
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