Supported Fields and Operators
Role:
Administrator
Guided Selling supports specific Salesforce fields and operators for entrance and exit criteria, field updates, and related configuration. The fields available depend on the sequence record type and the field sets configured for your org.
This article summarizes which fields and operators are supported so you can design criteria and automation within Guided Selling’s capabilities.
Fields
Available fields for criteria and actions depend on:
- Sequence record type — Lead, Contact, Opportunity, or Campaign each expose different objects and fields (see Record Type in Sequence Concepts).
- Field sets — Fields must be included in the relevant Revenue.io Sequence field set (e.g., Revenue.io Sequence Leads, Revenue.io Sequence Contacts) in Guided Selling settings.
For the full list of field sets and how to customize them, see Customize Fields in Guided Selling.
Operators
Supported operators depend on the field type of the selected field. Examples:
| Field type | Operators |
|---|---|
| Phone, Boolean, Email, Reference | Does Not Equal, Equals |
| Multipicklist, Picklist | Does Not Include, Includes |
| Date, DateTime | Previous, Next, Current, Before, After, On, Between, IsEmpty |
| Number (Double, Integer, Currency) | Does not equal, Equals, Greater than, Greater than or equal, Less than, Less than or Equal |
| String (Everything else) | Contains, Includes, Does not equal, Equals, Starts with |
When building criteria, select the field first; the UI then shows the operators available for that field type.
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