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jcairns
Nintex Newbie

Date Format for Report Date From Salesforce into Excel

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Is there a way to format a date field that is coming from a report in Salesforce and being merged into Excel?  Currently when I merge the report into Excel the date field is changed to Text in Excel and I must manually change it back to a date.  

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TomaszPoszytek
Nintex Newbie

Re: Date Format for Report Date From Salesforce into Excel

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‌ - is this question Nintex related? I find here no remark, that you are generating the report from Nintex variables or that Nintex is used to pre-process the data... Haven't you post this question here by mistake?

Regards,

Tomasz

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jcairns
Nintex Newbie

Re: Date Format for Report Date From Salesforce into Excel

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?Hi Tomasz, the document is being generated with Drawloop Document Generation. It pull the data from a Salesforce report.

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TomaszPoszytek
Nintex Newbie

Re: Date Format for Report Date From Salesforce into Excel

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now that is a different story. Moderator approved

I haven't been testing Excel generations, but isn't it the case, when at point where you set up your template, you set proper formatting to the column in which you expect to have "date" then?

regards,

Tomasz

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jcairns
Nintex Newbie

Re: Date Format for Report Date From Salesforce into Excel

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I set the format to Date in the template but it gets overridden when the file is created.

Justin Cairns | Salesforce

Ph: 913-747-4778 |E: jcairns@tafs.com<mailto:jcairns@tafs.com> | Web: www.tafs.com<http://www.tafs.com/>

15910 S 169 Hwy, Olathe, KS 66062

<http://www.tafs.com/>

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ryan_oleary
Nintex Newbie

Re: Date Format for Report Date From Salesforce into Excel

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Hey Justin,

I would recommend putting in a dummy date into the cell. We'll over ride that date when the data is merged in and the formatting will persist.

Please let me know if you have any other questions.

Cheers,

Ryan

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jcairns
Nintex Newbie

Re: Date Format for Report Date From Salesforce into Excel

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That worked. Thanks.

Justin Cairns | Salesforce

Ph: 913-747-4778 |E: jcairns@tafs.com<mailto:jcairns@tafs.com> | Web: www.tafs.com<http://www.tafs.com/>

15910 S 169 Hwy, Olathe, KS 66062

<http://www.tafs.com/>

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