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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Is it possible to access Customer 360 data in a customer saved search?

edited Jun 2, 2025 2:52PM in Ask A Guru 5 comments

I'm trying to determine if customer 360 data can be pulled into a customer saved search. There's a request from the team to show last 6 / 12 month sales on a customer search that primarily contains credit limit and customer balance information. SuiteAnswers doesn't seem to have anything helpful on this topic.

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