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November 17, 2014
Question

Filtering Out Similar Names from Salesforce

  • November 17, 2014
  • 1 reply
  • 592 views
Novice, First Time Community User...

Creating a Smart List, filtering down my SFDC leads. Problem I'm running into is where I'm trying to remove hundreds of locations of a chain of stores - for example, all Sherwin Williams stores. Each has their own account, "Sherwin Williams #XXXX". However, when I try to filter, it won't let me do as in Salesforce where I can just say "does not contain Sherwin" - each time I do this, it grabs a specific listing. 

Is there a syntax I'm missing just to have it grab all things that contain the same word?
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1 reply

Dory_Viscoglio
Level 10
November 17, 2014
Hey Jeff, you should be able to use the filter Company and change "is" to "not contains" and then add Sherwin, or any other ocmpanies you want to exclude.

Have you already tried this without success?