Apply Filters

Attribute filtering is an optional, yet recommended, step to add another layer of control to your mapped data. This feature is used to retrieve only specific records matching a condition instead of ingesting all the records from a Salesforce object. For example, these rules can be applied based on the following options in the default query:

• Created Date – the record creation date for the specific object that was mapped.

• Last Modified Date – the date on which the record was last modified.

• System Modstamp – Date and time when a record was last modified by a user or by an automated process (such as a trigger in Salesforce).

Field Filtering offers the flexibility to use nested query conditions (AND/OR operators). Based on these conditions, you can retrieve data from the integrated CRM for the mapped objects.

Notes:

• The Select Operator dropdown menu populates the options based on the object field data type you select. For example, if the selected Objected Field is First Name (data type: string), the operator options are Equals to, Not equals to, Like.

• If you delete the fields you mapped, the corresponding attribute filters are also deleted.

• The Apply Filters tab is not available for Five9 and Amazon S3 sources.

• For the Salesforce source, only those objects used in mapping are displayed in the Apply Filters tab.