Filter incoming Salesforce data

You can now filter incoming Salesforce data to only bring in the data you need to use in Customer.io. In the past, if you didn’t want to use all of your Salesforce contacts, accounts, and other data types in Customer.io, you had to bring all of that data into Customer.io and clean it up later. This helps you avoid sending unnecessary data into Customer.io so you can focus on the data you really want to use.

While Salesforce filters typically require a SQL syntax, we’ve included a handy AI box, where you can describe the data you want to bring into Customer.io and we’ll generate a filter for you.