---
title: "How to use advanced date settings in Salesforce"
slug: "how-to-use-advanced-date-settings-in-salesforce"
description: "Optimize your Salesforce data with Supermetrics' advanced date settings for leads and opportunities, ensuring accurate reporting and insights."
updated: 2026-05-06T13:12:31Z
published: 2026-05-06T13:34:26Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.supermetrics.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to use advanced date settings in Salesforce

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****

1. Open the Supermetrics sidebar.
2. Select a Salesforce query and click the pencil icon to edit it.
3. Go to **Options.**
4. Select **Opportunities fetched by** and **Leads fetched by** from the dropdown.

****Data Studio (formerly Looker Studio)****

1. Click the Salesforce data source to open its configuration window.
2. Click **Edit connection** in the top left corner.
3. Scroll down to **Opportunities fetched by** and **Leads fetched by** and make your selection.

****Excel****

1. Open the Supermetrics sidebar.
2. Select a Salesforce query and click **Modify**.
3. Go to **Options**.
4. Select **Opportunities fetched by** and **Leads fetched by** from the dropdown

****Power BI****

1. On the [Supermetrics Hub](https://hub.supermetrics.com/), go to **Power BI** under **Analyze**.
2. Select an existing Salesforce query to modify.
3. Select the connection to use.
4. Go to **Options**.
5. Select **Opportunities fetched by** and **Leads fetched by** from the dropdown.

****The Supermetrics API****

1. On the [Supermetrics Hub](https://hub.supermetrics.com/), go to **API queries** under **Manage**.
2. Select the Salesforce data source and the query to modify.
3. In the sidebar, go to **Options**.
4. Select **Opportunities fetched by** and **Leads fetched by** from the dropdown.
5. Click **Run** to run the query.

****Data warehouse****

[When setting up your data transfer](/v1/docs/how-to-create-a-transfer), navigate to **General settings** and select the settings to use.