Who can use this feature?
- All roles with access level "standard" or higher
- Custom feature permissions may apply
- Available on all plans
Cross-object queries allow you to view data from multiple objects within a single segment (filters and columns). For example, show all account records with an opportunity contract value greater than $50K AND an NPS Response score (additional object) less than 5.
Refer to creating and managing segments to learn more about segment core capabilities.
Supported objects
The following objects are supported for cross-object queries:
| Starting Object | Available Objects to Query |
|---|---|
| Account | Fields from any associated object, excluding notes, tasks, and goals |
| Contact | Fields from the account, contact, and opportunity objects |
| Opportunity | Fields from the account, contact, and opportunity objects |
| Additional objects |
Fields from the account and/or contact objects only The additional object must have a primary reference mapped to the account and/or contact objects. See tip below for querying from an additional object to ensure exact matches only. |
| Notes | Fields from the account, contact, and opportunity objects |
| Tasks | Fields from the account, contact, and opportunity objects |
| Calls | Fields from the account object |
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, opportunities, or additional objects).
- Click Filter.
- Choose to add a filter or filter group.
-
Within the search fields, see results for the available object types; expand the groupings to view details:
Example | Account object with additional object filters:
Example | Account object with filter groupings and additional object filter:
When adding filter groupings, only fields from the same object are available to use in the grouping.
Example | Account object with additional object inverse conditions:
When using inverse conditions on additional object fields (for example, not present or does not equal), apply the
[additional object] is presentfilter to return only exact matches. Otherwise, results may include records that don’t exist in the additional 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:
- Account: Account fields only
- Contact: Account and contact fields only
- Opportunity: Account, contact, opportunity fields
- Additional object: Account and contact fields only (if available)
- Notes: Account fields only
- Tasks: Account fields only
- Calls: 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 indicated by object type. You can edit these fields inline and sort columns.