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.