Apply filters with advanced logic

Use filters to fine-tune your segment results, home layouts, and more. Filters rely on relational and logical operators to create advanced logic within your query.

Refer to creating and managing segments to learn more about segment core capabilities.

Relational operators

Relational operators help us compare values within a condition. Each condition (or filter) uses the following format: [field name]  [relation]  [value]

Catalyst supports the following relational operators; availability depends on the field type:

*Ask the support team about your fiscal configuration. Results will vary depending on the current time. For example, assuming your fiscal year is configured to start in January, if you filter by opportunity close date within current fiscal quarter, results will be different when viewing on March 31 (Jan - March) than on April 1 (April - June).

Add timeframe

For non-text field types, you can optionally add a timeframe to a filter condition. Specify up to 7 consecutive days for which the value must have been true.

Filter by current user

For some user reference fields, you can filter by a named user or "Current User."  This value allows you to dynamically adjust layouts based on the user currently logged into Catalyst. 

For a Catalyst user to qualify for this filter, the email address in the user's Catalyst profile must match the email address associated with the corresponding Salesforce profile, and the Salesforce profile must be active.

Filter by user group

For some user fields, you can filter by user group. This value allows you to reference multiple Catalyst users within a single filter (e.g., Customer Success Manager is part of Bob's Team).

Logical operators

Logical operators help us combine conditions. Use AND/OR operators within a query filter to limit or expand the data returned in a segment. Filter groupings determine the order in which the operators are applied.

Filter groupings apply to segments, not home layouts.

Use the AND operator

An AND operator limits the data that returned in a query because all conditions must be satisfied. 

Use the OR operator

On the other hand, an OR operator expands the data returned in a query because at least one of the conditions must be satisfied. 

Apply filter groupings (complex queries)

You can combine AND/OR operators to create complex queries using filter groupings. Filter groupings allow you to "nest" your query logic to tell Catalyst the order in which you want to consider the operators.