Release Notes - January 24, 2025

Cross-object query support for notes and tasks

Cross-object queries allow you to view data from multiple objects within a single segment. You can now query notes and tasks objects using fields from account, opportunity, and contact objects.

Example: Show me all tasks that due within the next 30 days for a risk escalation related to an account at risk

You can also display account object fields as columns in notes and tasks segments.

Learn more ➡

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