Skip to main content

Custom fields/Salesforce Fields as Segments

Can I use custom fields and/or salesforce details from the Salesforce Fields as filters when creating a segment?

Kristi Faltorusso avatar
Written by Kristi Faltorusso
Updated over 8 years ago

Once integrated with Salesforce, individual fields can be enabled for synchronization with ClientSuccess on the Integrations Screen, within the Salesforce Sales Cloud section. The fields selected will then be available in the "Salesforce Fields" app on the client screen in ClientSuccess.

Other custom fields can be enabled by submitting a request to ClientSuccess via the messenger chat button bottom-right of screen. Once set up, these fields will be available in the Filters and Columns menus.

Did this answer your question?