Used in Creating multiple individual Dial Lists for agents, Creating a single Dial List (first-come, first-served), Editing a Dial List
If you are creating a Dial List of Campaign Member type, see Creating a Dial List of Campaign Member type.
- In the Filter By Fields section, you must define at least one filter that is used to select customers.
- In the first field, select the customer detail used for the first filter—the available details are determined by the type of Dial List you are creating, unless you are able to use related object types. For information about using related object types in filtering Dial Lists, see Using related object types in filtering and ordering Dial Lists.
- In the second field, select the comparison operator used.
- In the third field, type the value to which the customer value is compared.
If you want to include additional filters, click More Fields. Another row of fields appears. Repeat this step for all filters you want to define. You can add up to 20 filters but best practice is to keep the number of filters to a minimum.
Optional. In the Filter Logic section, you can override the filter logic used.
The default logic operator is AND—the filters you define in the Create New Filter section are joined. To override the default logic, refer to the filters by their numbers, for example, ((1 AND 3) OR (2 AND 5)) OR (4 AND 2).The NOT operator is not supported.
If you want to filter record detail records by date — for example, the date the records were created, birth date of customers, date of last contact with customers — you must specify the date as an exact date or using a date literal. For further information about specifying dates, see Date Formats and Date Literals in Salesforce help.
Using the following example:
Filter 1 Last Name equals Jones Filter 2 Last Activity less than 2014-06-19 Filter 3 Department equals Sales the default filter logic returns customers whose details match all of the criteria.
A filter logic of '((1 OR 2) AND 3)' returns the following customers:
Customers whose last name is Jones OR whose record was last modified before 19th June 2014
AND
who are in the Sales department- Optional. In the Order By Fields section, define the order in which you want filter results to appear in the Dial List.
- In the first field, select the customer detail used for the first sort option—the available details are determined by the type of Dial List you are creating, unless you are able to use related object types. For information about using related object types in sorting Dial Lists, see Using related object types in filtering and ordering Dial Lists.
- In the second field, select the sort order.
- In the third field, select whether empty values should appear first or last in the Dial List.
