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            Sales and Order Filters

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            Sales and Order Filters

            Here are some examples of common purchase order and service use cases.

            Find Loyal Customers Who Made a Recent Purchase and Without an Urgent Service Case

            Filter for individuals in the Gold loyalty tier made a purchase greater than $50 in the last two days and don’t have an open urgent Service Cloud case.

            Example
            Example
            • Loyalty Program Member | Count | At Least | 1
            • Loyalty Program Member Status | Is Equal To | Gold

            AND

            • Case | Count | At Most | 1
            • Case Priority | Is Not Equal To | Urgent

            AND

            • Sales Order | Count | At Least | 1
            • Grand Total Amount | Is Greater Than | 50
            • Purchase Order Date | Last Number of Days | 2
            Loyalty Program Member, Case, and Sales Order filters and values
             
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