Overview

CRM Filter Criteria is used to select Prospects who match specific Salesforce.com attributes, such as queues and campaigns. 

Filters

Salesforce.com Queues

• Description = Selects people in a Salesforce.com queue. 

• Example = Select anyone in a specific queue. 

• Operators:

  • is (when the name of the queue equals a certain value)

  • is not (when the name of the queue is not equal to a certain value)

  • is any (any queue)

  • is any but not (is any queue but not a certain one)

  • is empty (not sent to a queue)

• Screenshot:

Open

Member of SFDC Campaign

• Description = Selects people in a Salesforce.com campaign. 

• Example = Select people in the Salesforce.com campaign named Test Campaign. 

• Operators:

  • is (when the name of the Salesforce.com Campaign equals a certain value)

  • is not (when the name of the Salesforce.com Campaign is not equal to a certain value)

  • is any (any Salesforce.com Campaign)

  • is any but not (is any Salesforce.com Campaign but not a certain one)

  • is empty (not sent to a Salesforce.com Campaign)

• Screenshot:

Open

SFDC Campaign Status

• Description = Matches anyone with a specific Salesforce.com Campaign status. Combine it with Member of SFDC Campaign.

• Example = Select everyone who is in the Test Campaign with a status of Responded. 

• Screenshot:

Open