Aside from Colorize, the Visualize tool also has the Filter function that allows you to sort your data so you can show only the data that you want to see at a given time. You can filter your records by Data Type and by the Main Object fields, and you can apply two or more filters at the same time.
Keep in mind that you can only filter data that is present on the map. If a Record does not have a Mapping Address (the address Field by which the Record will be mapped) or has an invalid address those won’t be included in the Filter function.
Web App #
Filter by Data Type
Using our sample set up, let’s say you’d like to see just the Contacts.
1. Go to Visualize, then click Filters.
2. Toggle on Contacts, and you’re done.
3. To bring back all the other pins on the map, click Reset Filters on the legend, or the Clear button at the bottom of the Visualize menu.
Filter by Fields (Text Fields)
Using our sample set up, you’d like to find out which of the Leads has a Status of Closed – Converted.
1. Go to Visualize, and choose Filters.
2. Toggle on Leads, click Lead Status, and choose Closed – Converted.
3. Click Reset Filters on the legend, or the Clear button at the bottom of the Visualize menu to bring back the other pins on the map.
Filter by Fields (Numeric Fields)
Using our sample set up, let’s say you wanted to see which Leads have up to 5 employees.
1. Go to Visualize and select Filters.
2. Then toggle on Leads, and click No. of Employees.
3. Toggle on Show Leads with No. of Employees, and select from the options. In this example, we’ll choose Between.
4. Set the From value to 1, and the To value to 5.
5. Click Reset Filters on the legend, or the Clear button at the bottom of the Visualize menu to get the other pins back on the map.
Filter by Fields (DateTime Fields)
In this example, let’s say you wanted to see Deals with Expected Close Date between June 3 – 15.
1. Go to Visualize and click Filters.
2. Toggle the Companies Field on, click Close Date, and choose Show Companies with Close Date.
3. Then, choose the date range. In this example, we’ll select Custom date range.
4. Enter the desired date range in the From and To fields.
5. Click Reset Filters on the legend, or the Clear button at the bottom of the Visualize menu to get the other pins back on the map.
What are your feelings #
iPhone #
Filter by Data Type
Using this example, let’s say you just wanted to see Companies on the map.
1. Tap the Filters button on the top left of the screen.
2. Toggle on Companies, and tap View results.
3. Click Clear filters to bring back the other pins on the map.
Filter by Fields (Picklist Field)
In this example, let’s say you want to identify which of the Companies are categorized as Reseller under the Type Field.
1. Tap the Filters button, toggle on Companies, and tap Add advanced filter.
2. Choose Type, select Reseller, and tap View results.
3. Tap Clear filters to bring back the rest of the pins.
Filter by Fields (Lookup Field)
Still using the same example, this time let’s find out which Reseller Companies are owned by Badger Testing Account.
1. Tap Filters, then toggle on Companies, and tap Add advanced filter.
2. Select Type, then Reseller, and tap Add advanced filter.
3. Choose Company Owner, tap Company Owner is, select Badger Testing Account from the options, and tap View results.
4. Tap Clear filters to bring back the rest of the pins.
Filter by Fields (Datetime Field)
This time, suppose you need to determine which Reseller Companies have a Close Date between March 2 and March 3, 2026.
1. Tap Filters, then Companies, and tap Add advanced filter.
2. Choose Type, then Reseller, and tap Add advanced filter.
3. Tap Close Date, set the date to March 2, 2026 and March 3, 2026, and tap View results.
4. Tap Clear filters to bring back the rest of the pins.
Filter by Fields (Numeric Field)
Now let’s say you want to identify which Companies have an Annual Revenue between $9,000 and $100,000.
1. Tap the Filters button, toggle on Companies, and tap Add advanced filter.
2. Choose Annual Revenue, set the range to 9,000 and 100,000, and tap View results.
3. Tap Clear filters to bring back the rest of the pins.
What are your feelings #
Android #
Filter by Data Type
In this example, suppose you only want to display Companies on the map.
1. Tap the Filters button.
2. Toggle on Companies, and click View results.
3. Tap Clear filters to bring back the other pins on the map.
Filter by Fields (Picklist Field)
In this example, suppose you want to find out which Companies are categorized as Reseller under the Type Field.
1. Tap the Filters button, choose Companies, then tap Add advanced filters.
2. Select Type, choose Reseller, and tap View results.
3. Tap Clear filters to restore the remaining pins on the map.
Filter by Fields (Lookup Field)
Continuing with the same example, let’s now identify which Reseller Companies are owned by the Badger Testing Account.
1. Tap Filters, select Companies, then tap Add advanced filters.
2. Select Type, choose Reseller, and tap Add advanced filters.
3. Choose Company Owner, tap on the search bar, select Badger Testing Account from the list, then tap View results.
4. Tap Clear filters to restore all pins on the map.
Filter by Fields (Datetime Field)
This time, let’s identify which Reseller Companies have a Close Date between March 2 and March 3, 2026.
1. Tap Filters, then Companies, and Add advanced filters.
2. Select Type, then Reseller, and tap Add advanced filters.
3. Tap Close Date, set the range from March 2, 2026 to March 3, 2026, and tap View results.
4. Tap Clear filters to bring back the other pins on the map.
Filter by Fields (Numeric Field)
Now let’s say you want to find out which Companies fall within an Annual Revenue range of $9,000 to $100,000.
1. Tap Filters, then Companies, and tap Add advanced filters.
2. Select Annual Revenue, set the range to 9,000 and 100,000, and tap View results.
3. Tap Clear filters to bring back the other pins on the map.
