Invoices and Cash Sales might be a better record type than sales orders

Hi Tara_Koin, If you want a list of customers and the first item(s) they purchased, the easiest way I can think of is to do a transaction search with the following criteria and results: Hopefully I'm understanding your question and this is helpful. Let me know if you need me to elaborate. I'll be leaving in about 20…

That is perfect! Thanks for your help!

A simple {datecreated}-{custbody_sfccdatetime} yields an accurate result, but the format isn't useful to me. It looks like this: +000000000 06:27:55.000000

Thank you for your help. Here is the new formula based on your suggestion but I'm still getting some strange results. Did I do it wrong? TO_DATE(TO_CHAR({datecreated},'hh24:mi'),'hh24:mi')-TO_DATE(TO_CHAR({custbody_sfccdatetime},'hh24:mi'),'hh24:mi') Here's an example of the results I'm seeing: Internal IDWebsite…

Thank you for responding. I created a work flow in the Sandbox doing that, but I can't seem to get it to work. I'm brand new to workflows and I'm still trying to figure a lot of things out. Just knowing that it's possible helps a lot. Thank you for confirming that!