Accessing Salesforce Product and Opportunity Information

[Anonymous]

I am trying to build a Smartlist utilizing the Opportunity and Product Salesforce objects.  Example: Give me anyone that Has Opportunity with a close date of this quarter AND Product contains XYZ.
 
Anyone have any success with this?
 
I tried performing a custom sync of the Asset / Product object in the SF Sync section. I was hoping the Product items would show up as a constraint within the Has Opportunity choices. Instead they show up as Has Product.  I think this means I can’t constrain the Product to the Oppty. For example, Jerry Smith has an Oppty closing this quarter AND Product contains XYZ. What I am not positive about.... XYZ product might not be constrained to the Oppty closing this QTR--it could be part of another Oppty.
 
Other options: Should I have some code written that writes the Product object name to the Oppty record? Then I can access the Products in the Oppty constrain.

[Kenny_Elkington]

Hey Jeff,

You should just be able to add an additional 'Has Product' filter on top of your Has Opportunity filter.  You can then just add a constraint to Has Product to filter on the field which you need to.

[Anonymous]

Kenny, that was my first thought also. How do I know both are tied to one another? I want the Product to be constrained to the Opportunity. For example,

Smartlist
Person Has Opportunity = THIS MONTH 
and 
Person Has Product = Product A

The Issue
What if an Oppty existed a year ago with a Product = Product A? This happens alot with renewals, cross-sells and lost deals. I "believe" the above Smartlist rule would pickup the lead even if Product B  was part of the Opportunity closing this month.

I need some way to tie the Product to the Oppty which is why I'd like to see the Product as part of the constraint within the Opportunity.

[Kenny_Elkington]

Hey Jeff,

Your expectation is correct.  It's currently no possible for us to tie two 'Has' object filters interdependently.  Your best option is likely to add a 'Product' field to the opportunity objectw hich can be used as a constraint in the 'Has Opportunity' filter.

[Anonymous]

Thanks Kenny, that's what we are building now.

[Anonymous]

Yes I'm looking for the exact same solution, has there been any updates or breakthroughs on how to do this? There has to be a way that companies can target customers based on the types of products they've purchased and date. Just like Kenny mentioned above. 

Smartlist
Person Has Opportunity = THIS MONTH 
and 
Person Has Product = Product A

thanks