Slice your Response Inbox and survey reports using the Salesforce data already attached to your responses — no extra configuration needed.

What is Salesforce response filtering?

Any Salesforce merge field you've selected on a survey's automated email trigger is automatically available as a filter under + Add Filter → Salesforce Merge Fields. Conditions adapt to the field type, so you get the right operators for text, dates, numbers, and picklists — including the actual values held in Salesforce.

Whether you're:

• Filtering by account owner to review responses by rep
• Segmenting by a date field to track a specific campaign window
• Narrowing down by picklist value like region or plan tier
• Combining a Salesforce field with an NPS segment and a date range

💡 Key Use Cases

Segment by account or ownership Filter responses to a specific account owner or team directly from your report. Example: A CX lead wants to see all detractor responses from accounts owned by the enterprise sales team — done in two clicks.

Track campaign or lifecycle cohorts Use date or ID fields from Salesforce to isolate responses tied to a specific onboarding batch or renewal cycle. Example: Filter by Onboarding Start Date to see feedback from customers in their first 30 days.

Build and share focused views Combine Salesforce filters with existing ones, save the result as a view, or share it via URL with your team. Example: An ops manager shares a pre-filtered report with the customer success team every Monday — no manual exports.

Worth knowing: filters are survey-specific and only show merge fields on that survey's own trigger. Responses collected outside Salesforce — via web link or SMS — will appear as Not Filled.

Available on all Salesforce Plans