Salesforce Filter Criter

With Primer's Salesforce Integration you can recreate Salesforce reports in Primer to construct audiences.

Primer provides robust Salesforce filtering options to help you build and refine your audience. Here’s how you can filter by fields on various objects within the platform:

Available Objects for Filtering

• Account

• Contact

• Lead

If you're using a standard Salesforce field, it will load quickly right from the start since it's a first-class field. For custom Salesforce fields, the initial estimation might take longer the first time you use it. However, once it's used, we'll mark it as a first-class field, ensuring it loads very quickly in future uses.

You can filter by any field, whether it’s a standard or custom field, within these objects. You can search to find fields you want, such as "account type," or you can narrow your search to specific objects by selecting from options like all accounts, all contacts, or all leads.

Remember: You can also mix match Salesforce filters with Primer's built-in firmographic and demographic filters, like headcount, job title, etc.

You can even bulk import all Leads, Contacts or Accounts to include or exclude them from the Audience using operators like "is known" or "is unknown".

When it comes to date fields, Primer is particularly powerful.

• Choose a Date Field: Select a date-based field from the available options.

• Select an Operator: Choose an operator such as "is" or "is not."

• Specify a Date or Time Frame:

  • For exact dates, enter the specific date.

  • For relative time frames, select an operator like "within last" and specify the number of days, weeks, months, or years.

Example: If you want to target individuals whose last opportunity closed loss date is not within the last three months, you can set up a filter to capture this criterion. This feature creates look-back windows that automatically update daily.