Understanding Advanced Selectors

Advanced selectors allow you to create highly customized lists, filters, and reports using detailed criteria across accounts, people, opportunities, and activities. Unlike basic selectors, advanced selectors support complex logic and relationships between object types, giving you greater control over targeting and segmentation.

For simpler criteria, see Understanding Basic Selectors.

Apply Advanced Selectors

1. Go to the Advanced Selector tab.
2. Add fields using one of the following methods:
   1. Search and drag: Use the search box to find a field, then drag it into the gray box on the left.
      Tip: When dragging a field, make sure to drop it inside the gray box.
   2. Add a field: Click the plus (+) icon and search for a field in the Select field box.
      
3. Configure the selector using logic, operators, and additional criteria to define which records qualify. See Selector Operators and Understanding Relationships Selectors.
4. Click the Refresh icon in the upper-right corner to see how many records match your criteria.
5. Click Save.
   

Outcome of Applying Advanced Selectors

Your saved selector uses the configured criteria and logic to identify qualifying records. You can use advanced selectors to precisely target and segment accounts, people, opportunities, and activities.