Salesforce Filter Criteria

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

Filter Fields by Objects

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

Custom Field Estimates Slow At First

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".

Date Fields

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.