How to use advanced filters in Salesforce

If you export Salesforce Objects, including standard and custom ones, you can filter records by field values. To do that, use SOQL. Coupler.io adds your filter value to the request as-is, so the filter must use valid SOQL WHERE clause syntax.

See the general syntax in the Salesforce documentation.

Use only WHERE clause conditions in the Advanced Filter field. Do not use other SOQL operators there, such as ORDER BY, LIMIT, or OFFSET.

Common examples

Filter Accounts by name starting with Test

Name LIKE 'Test%'

Filter closed Opportunities by close date

IsClosed = TRUE AND CloseDate > 2021-03-21

Filter Opportunities by date fields with date literals

See the Salesforce date literals documentation for more options.

CreatedDate = LAST_N_DAYS:180 AND CloseDate = THIS_MONTH

Filter Opportunities by stage and type

(StageName != 'Closed Won' AND StageName != 'Prospecting') AND (Type = 'New customer' OR Type = 'Existing customer - upgrade')