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Question

Using Salesforce Information for Views to filter conversations?

  • April 8, 2026
  • 0 replies
  • 1 view

Marvin K.
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Hi,
Is there a possibility to use data (e.g.Company Names) imported from Salesforce to create specific Views tied to this Data?

Right now it is a workaround of adding Tags and then create a View with the Tags, but it would make more sense to use the imported data that is already there.