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          Values in a Predicate Expression

          Values in a Predicate Expression

          The value in the predicate expression can be a string literal or number literal. It can also be a field value from the User object in Salesforce.

          Consider the following requirements for each value type.

          Value TypeRequirementsPredicate Expression Examples
          string literal Enclose in double quotes and escape the double quotes.
          • 'Owner' == "Amber"
          • 'Stage Name' == "Closed Won"
          number literal Can be a float or long datatype. Do not enclose in quotes.
          • 'Expected_Revenue' >= 2000.00
          • 'NetLoss' < -10000
          field value

          When referencing a field from the User object, use the $User.[field] syntax. Use the API name for the field.

          You can specify standard or custom fields of type string, number, or multivalue picklist.

          When you define a predicate for a dataset, you must have read access on all User object fields used to create the predicate expression.

          However, when a user queries a dataset that has a predicate based on the User object, CRM Analytics uses the access permissions of the Insights Security User to evaluate the predicate expression based on the User object.

          Note
          Note

          By default, the Security User does not have access permission on custom fields of the User object.

          To grant the Security User read access on a field, set field-level security on the field in the user profile of the Security User.

          • 'Owner.Role' == "$User.UserRoleId"
          • 'GroupID' == "$User.UserGroupId__c"
          Note
          Note Supported User object field value types are string, number, and multivalue picklist. Other types (for example, boolean) are not supported.
           
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