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CRM Best Practice #3 - Using Query Abstract Terms

While I recognize it's buried deep in the help documentation, it's been my experience that very few SA's and users recognize they can use abstract terms to build patterns into queries in order to get much greater utilization out of fewer queries.

First, don't do what we did and create the same query multiple times for multiple users. Instead, for account-related queries, use the "is current user" abstract term. For instance, at the Query Designer, append queries used by more than one person with "Account-Sales Person-is current user" instead of creating the query and literally assigning each Sales Person, Sales Manager or other resource. By then assigning a multiple party Query Name such as "My Accounts", all users can reference the same query. This alone will be a huge maintenance time saver.

Second, for activity related queries (or any query based on a date field), use any of the following values to avoid hard coding dates into query conditions or using multiple query rows to get 'From' and 'Through' date ranges: Is Before Today, Is Today, Is After Today, Is Last Week, Is This Week, Is Next Week, Is In Last 30 Days, Is In Next 30 Days, Is Last Month, Is This Month, Is Next Month, Is Last Quarter, Is This Quarter, Is Next Quarter, Is Last Year, Is This Year and Is Next Year.

Note that from the Query Designer you have to scroll to the bottom of the Boolean dropdown list field to see the date-related abstract terms.


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