how to make a filtered ist of contacts in salesforce

How do you filter contacts?

Navigate to the People tab and tap on the Filter and Sort icon at the top left corner of the screen. You can sort your contacts by Last Name, Last Connected, Reminder Date, Last Updated, Company and Email Domain.

How do I create a filtered list in marketing cloud?

2:495:44How to create a Filtered Data Extension (SFMC Data Tutorial #06)YouTubeStart of suggested clipEnd of suggested clipBut as you've probably guessed by now I'm not going to create a standard data extension. We areMoreBut as you've probably guessed by now I'm not going to create a standard data extension. We are going to create a filtered data extension. And now I can select a source which is of course that

What is data filter in Salesforce?

Filter Value Sources Use when you want to use a fixed value from the site, such as the current date or current time. Request header. Use when you want to use a value from the browser, such as the host header or browser version. Parent repeater. Use when you want to create a query between unrelated objects.

How do I create a filtered data extension?

Create a Filtered Data Extension in Marketing CloudHover over Subscribers.Click Data Extensions.Click Create.Select Filtered Data Extension.Click OK.Select a standard data extension to filter as the source data extension.Click OK.Drag Fields, Filters, or Measure from the left column to the Create Filter canvas.More items...

What is a filter activity in marketing cloud?

Apply the logic of a data filter you select to create a group or data extension in Automation Studio. Filtering subscribers or contacts makes targeting specific subscribers or contacts based on their attributes and other conditions easier.

How do I create a filter in Salesforce?

Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. ... Select an operator for the filter and type the filter value in the next field. ... Click Save.

How do I filter multiple values in Salesforce?

If you would like to add multiple values to a filter value, simply use a comma to separate the values. For each filter, you can enter special values based on the field type for that particular filter. Some items you need to know related to the report filter are as follows: The filter value is case-insensitive.

How do I create a data filter in Salesforce Marketing Cloud?

Create a Marketing Cloud Data Filter from a Data ExtensionChoose Subscribers | Data Filters.Click Create.To filter records from a data extension, choose Data Extension. ... Click OK.Choose a source data extension to filter.Click OK.Drag Fields, Measure, or saved filters to the Create Filter canvas.More items...

Patient Lists

Patient lists are special because you can select patients using criteria from multiple related objects. Let’s consider an example.

Cross Object Relationships

Cross object relationships facilitate filtering patient and member lists by fields on separate but related objects. All cross object relationships include the Account object. AccountToCondition is one example of a cross object relationship.

Create a Cross Object Relationship

If you’re not already in Health Cloud – Lightning Admin, open it from the App Launcher () now.

Create a Custom Patient List

With the cross object relationship in place, now we set up a custom patient list using new filters.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.