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Add Filter using using "INCLUDED IN FILE" option

  • 27 May 2022
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Userlevel 3
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Hi all,

I'm applying a filter to my Account Name (Salesforce) property using the list of names included in a file. However, I'm not getting all the accounts contained in the file. Can you please tell me the search logic/method applied to the names? (ie:Contains, Regex, Wildmatch, etc)

I'm asking because if I use he Account Name → Contains → "name value" I can get the accounts I want existing in Salesforce. But it takes much more time to build the report.

Best regards,

Bernardo Madeira

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Best answer by jonathan 27 May 2022, 17:17

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Userlevel 5
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Hey @bernardo.madeira: The “included in file” filter is an equality match. So if you have values for which contains works but equals doesn’t, that’s the problem. If you use the full name for each Account it should solve your problem. 

You could export these from Salesforce directly but you could also run a report like this to get the full Account Name for all records in Heap. Export that to CSV and use the values to build a list for your filter.

Link to the filter docs for reference.

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