What is an Import Filter?
By the time you're ready to integrate Salesforce with ClientSuccess, you'll likely have a book of active business you'll want to sync over to ClientSuccess, as well as a history of past customers whose data may not be relevant to your work within ClientSuccess. One integral piece to the Salesforce integration is the ability to sync only those records that you want in ClientSuccess. As part of the integration, you'll leverage what we refer to as an "Import Filter".
The default import filter in ClientSuccess will look for a checkbox-style formula field within Salesforce on the Client and Contact objects. This give you the control of adjusting your criteria (you would simply update your formula field to make adjustments) for the Client and Contact records you want in ClientSuccess. From the ClientSuccess side, we will set your Import Filter to look at that formula field, and look for "True" or "False" (checked/unchecked).You will need to add that field to your Client and Contact objects and create an SFDC workflow to check that box for the Client and Contact records you want syncing to ClientSuccess. If the box is not checked, the record will not sync to ClientSuccess.
Is that the only filter option?
Because we want you to have the control of your data and what you feed into ClientSuccess, it is HIGHLY recommended that you use the custom field "Sync with ClientSuccess" for your filter. However if it isn't possible, other fields can be approved in special cases.
If special cases are being requested......
Can multiple criteria be considered in my Import Filter?
Multiple criteria can be considered in your Import Filter. For example, a Client filter could be:
Status = 'Active' AND Type = 'Customer'
The filter above would mean that only Account records which had their Status field marked as "Active" and their Type field marked as "Customer" would sync with ClientSuccess.
How complex can Import Filters be?
We don't recommend a filter have more than 3 criteria.
Can I set different Import Filters for different objects?
Yes. Because you are likely pulling your Client data from a different object in Salesforce than, say, your Contact data, we've built the ability to set your Import Filters on a per-object level. That means one filter for your Client sync, one for your Contact sync etc.
Requirements and other roadblocks
Any fields you would like to be considered in your Import Filter must be accessible via API on the object that is being synced.
For example, if you're syncing your ClientSuccess Clients object to your Salesforce Accounts object, whichever fields are going to play a role in your Import Filter must be accessible via API directly from your Accounts object.
Please reach out to your CSM or email@example.com for any additional questions. We're always happy to help!