Do Global Filters affect Leads, Campaigns, Accounts, and Opportunities?

Our Global Filters were designed to link SalesForce leads / contacts, opportunities, and campaigns all together - something typical filters in SalesForce don't do. It also provides a unique view to see exactly which leads / contacts, campaigns, or opportunities were impacted by this filter applied to narrow down your reports even further. 

Here's a breakdown by SFDC object types how filters would affect touches / attribution:

  • Lead / Contact - Touches and attribution will filter out based on specific Lead / Contact quality (i.e. SDFC field).
  • Opportunity - Touches and attribution will filter out opportunities based on specific opportunity filter. Then we will map filtered opportunities to the appropriate SalesForce campaign members.
  • Account - Touches and attribution must come from Lead / Contact associated to Account filter.
  • Custom - Touches and attribution must come from Lead / Contact / Account associated to this custom object filter.
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