Who can use this feature?
- All roles with access level "standard" or higher
- Available on all plans
Cross-object queries allow you to view data from multiple objects within a single segment (filters and columns). Supported objects include account, opportunity, and contact.
Special considerations
Segments that leverage fields from multiple objects have the following considerations:
- There is a 65,000 record load limit. If a query hits this limit, the system prompts you to add more filters to reduce the number of records.
- Segment exports are not supported
Apply filters across objects
Use the Explore Data page to apply filters from multiple objects.
- From the Data sidebar, navigate to the Explore Data page.
- Choose the primary object for the types of records you want to view (accounts, contacts, or opportunities).
- Click Filter.
- Within the search fields, see results for each object type:
When adding filter groupings, only fields from the same object are available to use in the grouping. Also, the ability to choose "Current User" as a value is not supported between objects. For example, you can't choose "Current User" as the CSM (account field) when starting from the opportunity object.
Add columns across objects
Not all objects support displaying fields / columns across objects. Here are the object-level fields that you can add as columns for each object:
- Opportunity: Account, contact, opportunity fields
- Contact: Account and contact fields only
- Account: Account fields only
To add columns across supported objects, you must first add a field from a different object to a filter (see above). Once a cross-object filter is applied, cross-object fields are available to add as columns.
Fields from different objects added as columns are read only. Additionally, column sorting is only available for fields from the source object.