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* object only
The additional object must have a primary reference mapped to the account object. |
| Notes | Fields from the account, contact, and opportunity objects |
| Tasks | Fields from the account, contact, and opportunity objects |
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:
Account object filter example:
Account object filter group example:When adding filter groupings, only fields from the same object are available to use in the grouping.
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 fields only
- Notes: Account fields only
- Tasks: 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.