Why filter Salesforce data — Reduce noise, improve accuracy

Not all Salesforce records are needed for reporting. Filtering helps you focus on relevant data, avoid clutter, and improve your dashboards.

Set up filters — Keep only what you need

1. Go to Salesforce Configuration → Query Builder.
2. Select the Salesforce object you want to filter (e.g., Campaign).
3. Add filter conditions using the same logic as Salesforce report filters.
4. Click Save when you're done.

This ensures only selected records are pulled into Insentric, making your reports faster and easier to work with.

Example: In this filter setup, only Campaign records with a Campaign Type of Advertisement, Banner Ads, or Email will be included.

Exclude records if needed — Use the Not button

If you want to exclude certain records, click the Not button. When it's red, exclusion is active.

Troubleshooting — Need help?

If you run into issues while setting up filters, please submit a ticket to our team. We’re here to help.