Terminus Data Studio 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 with Account filter.
- Custom - Touches and attribution must come from Lead / Contact / Account associated to this custom object filter.