Global content filters allow authorized users to filter specified data out of the Platform. For example, many organizations would like to see their data without including data on Salesforce users that are Contractors. A basic global content filter could be set to exclude
userRole.name properties that match the value of
Contractor. We will use this example as we walk you through creating your own global content filter.
Before updating source properties, be sure there are already translated property types from Salesforce to the IS2 Platform using the Salesforce Object Manager; check out Mapping Custom Salesforce Fields in the InsightSquared RevOps Platform for more information, including Salesforce Data Type ⭢ IS2 Data Type translations.
How to include a Basic Global Content Filter
1. From the dropdown menu in the main nav, select Applications > Select an App > Content Settings.
Using the example mentioned above, we want to exclude a specific Salesforce user role, so we would select the Salesforce app.
2. From the populated list, select the desired Content Policy.
Using our example, the Content Policy we want to filter from is User Roles.
3. Select the Content Filters tab
4. Click +new to create a global content filter to the selected policy or select edit in line with a current filter to make changes.
5. There are two methods for creating a content filter; basic & advanced. This guide will walk you through the basic method. If you require an advanced global content filter, please contact support for further assistance.
Pro tip: If you see ##ADVANCED## under Source Property for a current filter, this filter was created using the advanced method and you should contact support for assistance in making any changes.
a. After selecting new or edit, a Content Filter window will open to the basic method, offering a property dropdown and a text box within a directive that states "If [dropdown property selection] matches [enter value]" to establish what content will be filtered OUT of the Platform.
b. Select your desired property from the dropdown menu after "If": this will establish what type of content property will be filtered.
Using our example, the user role property we want the value to be matched to is userRole.name.
c. Enter the exact desired value that the property should match, this is the value you wish to be filtered out. The outcome of the statement "If [property] matched [value] will determine what date to filter OUT.
Using our example, we want to enter "Contractor" as the exact value to match with userRole.name.
🚨 IMPORTANT 🚨
Any content that matches this statement will NOT appear in the Platform.
6. Click done, then click finalize. The specified data will not be reflected in the Platform.
Using our example, any time a Salesforce userRole.name content property exactly matches "Contractor", it will be filtered out.
If you run into any issues, please contact support.