About Quick Filters

The Connector add-on comes with some predefined filters:

• All Accounts

• All opened Opportunities

• Recently created Cases

• Recently created Opportunities

• Recently updated Opportunities

Choosing a predefined filter will generate a SOQL query, which you can then copy and paste for use elsewhere such as while using the Using Salesforce Table macro.

Open

Related Information

• Salesforce Search

• Using Saved Filters

• Using Salesforce Table macro