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Filter Opportunity Module by Free Text Field

M
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I would like to be able to filter and sort opportunities in the Opportunity Module by free text fields i.e. Sales Notes and Next Steps. Specifically, we use Clari enforce opportunity hyigene, it would be helpful to be able to sort opportunities to see when notes have not been entered. 

Best answer by lyuda.rogers

@Matt Vegliante Hi Matt! You should be able to do this if your Notes field is a string field type in SFDC with the “Value Not Assigned” pick list value configured (the latter step has to be done in Clari) that can then be used to filter on. Hope this is helpful!

 

 

 

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lyuda.rogers
Clari
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  • lyuda.rogersClari
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  • June 13, 2024

@Matt Vegliante Hi Matt! You should be able to do this if your Notes field is a string field type in SFDC with the “Value Not Assigned” pick list value configured (the latter step has to be done in Clari) that can then be used to filter on. Hope this is helpful!

 

 

 

K
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    Kenji Kawamura
M
New Contributor
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Thank you, Lyuda. 

What if it is a TextArea field type?  

lyuda.rogers
Clari
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@Matt Vegliante Regular TextArea field type is not going to be sortable or filterable. 

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