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Marvin K.
Marvin K.
Conversationalist
April 8, 2026
Solved

Using Salesforce Information for Views to filter conversations?

  • April 8, 2026
  • 1 reply
  • 127 views

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.

    Best answer by cat_apac

    Hi there! Cat here from the Front support team 🌻

    You could achieve this by creating a rule that sets the conversation custom field to the relevant value and then updating your view to sort by this custom field - it would be similar to your current tagging workflow, but using a conversation custom field instead.

    → https://help.front.com/en/articles/2172

    Views are currently limited in the values which they can use to filter out conversations and Account data is not currently included, I’m afraid.

    → https://help.front.com/en/articles/2243 

    Cheers,
    Cat

    1 reply

    cat_apac
    cat_apacAnswer
    Fronteer
    April 12, 2026

    Hi there! Cat here from the Front support team 🌻

    You could achieve this by creating a rule that sets the conversation custom field to the relevant value and then updating your view to sort by this custom field - it would be similar to your current tagging workflow, but using a conversation custom field instead.

    → https://help.front.com/en/articles/2172

    Views are currently limited in the values which they can use to filter out conversations and Account data is not currently included, I’m afraid.

    → https://help.front.com/en/articles/2243 

    Cheers,
    Cat

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