Filtering Data that Enters the CDP

Filtering data that enters the CDP is currently being evaluated to be a feature of the product. It is currently supported by working with our support team and with your customer success manager. 

What is filtering? 

Filtering is a process by which you can control which records enter the CDP based on a set of criteria.

Examples of filtering are:

• I only want to import accounts where the Type = Customer 
• I only want to import accounts where Type = Prospect and Division = Commercial

How do I enable filtering in my tenant? 

• Work with your customer success or delivery manager to get this feature enabled. 

When will there be a decision on whether this feature will be built into the CDP? 

When there are a high number of customers that are requesting this feature, we will build this feature into the product.