Merge filters let you control which records are included when generating documents or sending emails. Instead of merging all records, define criteria to target specific subsets of your data. Filters can be synced from existing Salesforce reports or built from scratch with custom logic.
Magic Merge supports two approaches to filtering records. Choose based on whether you already have the logic defined in Salesforce or need to build something new.
Link to an existing Salesforce report. Filter criteria automatically syncs when the report is updated, keeping your merge aligned with your reporting logic.
Build filter criteria from scratch using a visual builder. Define conditions on any field from your parent object or child objects.
Report filters stay in sync with your Salesforce reports. When you update filter criteria in the report, those changes automatically apply to your merge filter. No manual updates required.
Filters determine which records are processed during merge operations. They're available across multiple features in Magic Merge.
Apply filters to email templates to control which records receive the merged email. Send targeted communications to specific segments of your data.
Use filters to add matching records as campaign members. Automatically populate campaigns based on criteria without manual selection.
Note: If no filters are configured, all records from the parent object will be included in the query. Always verify your filter criteria before running bulk operations.
Custom filters can include criteria from both the parent object and up to three child objects. This lets you filter based on related record data, not just the primary object.
Each child object requires a lookup field that connects it to the parent. You can add filter criteria to any or all objects in the relationship chain.
Filter Accounts where the Account Type is "Customer" AND at least one related Opportunity has a Stage of "Closed Won" AND the Amount is greater than $50,000.
Follow the wizard to build a custom filter with your specific criteria.
Enter a descriptive name for your merge filter. Use a name that reflects the criteria or purpose.
High-Value Customers - West Region
Choose the parent object and up to 3 child objects with their lookup fields.
Add filter criteria for each object to refine your results.
Test your filter configuration to verify the results before using it in production.
Tip: Start with a Report filter if you already have the logic defined in Salesforce. This keeps your criteria in sync and avoids maintaining the same logic in multiple places.