What is a Resource 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 only sync those records that you consider important to have in ClientSuccess.
As part of the integration, you'll leverage what we refer to as a "Resource Filter". After you've defined what criteria a record (Accounts, Contacts etc.) should meet in order to sync with ClientSuccess, let us know that criteria, and we'll update your Resource Filter for you (must be done by ClientSuccess Support).
Common Resource Filters often consider fields such as record "Status", or "Type". For example, you may decide that you want to sync all of your Accounts where the value in their Type field is "Customer". In this case, simply let us know the name of the field (in this case, Type), and the value(s) (in this case, Customer) you want to be included in your sync.
Can multiple criteria be considered in my Resource Filter?
Multiple criteria can be considered in your Resource 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 Resource Filters be?
We don't recommend a filter consider more than 1- 3 criteria. As opposed to utilizing a complex Resource Filter, we recommend instead building a checkbox-style formula field within Salesforce in which you can consider as many criteria as you'd like. By going this route, it leaves you in control of adjusting your criteria (you would simply update your formula field to make adjustments). From the ClientSuccess side, we would merely set your Resource Filter to look at that formula field, and look for "True" or "False" (checked/unchecked).
Can I set different Resource Filters for different objects?
Yep! 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 Resource 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 Resource 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 Resource Filter must be accessible via API directly from your Accounts object.