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swen
swen
Contributor ⭐️⭐️⭐️
Jul 2, 2020 6:45 AM UTC
Solved

Filter report in email. Limited fields to select from

Hi there,

I want to send out a weekly report to the customer success leaders with only showing their data based on either Team or Territory from them. The report itself works fine in a dashboard and you can filter there, but in the email template I was not able to find a way to filter the same, as no Team or Territory is available as filter criteria. Please remark that Team or Territory is stored in Gainsight and not in Salesforce.

Thanks for any ideas!

    jean.nairon
    jean.naironAnswer
    Expert ⭐️
    Jul 10, 2020 11:35 PM UTC

    Hi @swen. You have hit a limitation where you can’t necessarily bring in fields into emails via lookups. What I have found that works better is to pull the data into your Person records. It’s not a great solution as it makes things a bit more tedious but you can use a rule to pull the Company data onto the Company Person record. That way you will be able to properly filter for it in the email. 

    Jean
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    1 reply

    jean.nairon
    jean.naironAnswer
    Expert ⭐️
    Jul 10, 2020 11:35 PM UTC

    Hi @swen. You have hit a limitation where you can’t necessarily bring in fields into emails via lookups. What I have found that works better is to pull the data into your Person records. It’s not a great solution as it makes things a bit more tedious but you can use a rule to pull the Company data onto the Company Person record. That way you will be able to properly filter for it in the email. 

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    Jean
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