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The Beginners Guide to Salesforce
The Beginners Guide to Salesforce
1. Understanding CRMs Basics with Salesforce
2. Getting Started Managing Leads in Salesforce
3. Closing Deals & Managing Opportunities in Salesforce
6. Salesforce Reporting & Analytics
Advanced Email Segmentation & Filtering in Salesforce
To begin, navigate to Outreach → Contacts and click the Filter button.
We can remove all existing filters by clicking Remove All, then save the list to refresh it. Salesforce allows us to add up to 20 filters, and filter logic enables these filters to interact in more complex ways.
1. Why does applying multiple filters sometimes result in no matching contacts?
2. How does filter logic enhance email segmentation?
3. What does the following filter logic accomplish (1 OR 2) AND NOT 3
?
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