How do I filter for equivalent fields in Salesforce?
If equivalent fields are available for a component, you can select a different field to filter the component. -Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. -From the Field drop-down, select a field to filter on.
How do I filter a Salesforce dashboard?
-Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. -From the Field drop-down, select a field to filter on. The drop-down shows fields that can be used to filter all the dashboard’s components. If there are equivalent fields for your selection, hover over the info icon () to see them.
What are the equivalent fields in Salesforce lightning experience?
For example, if you filter on the Account Owner field, equivalent fields include Opportunity Owner or Opportunity Created by, as all three are part of the User object. -When you edit a dashboard, you can see how each component is being filtered under the filter icon () in Lightning Experience or the Filtered By in Salesforce Classic.
How to give company filter in dashboard?
How to give Company filter in Dashboard. To create a dashboard filter, select a field that contains the type of information you want to filter, then define how the filter returns the data. -The field you select for the filter could have equivalent fields. Equivalent fields share the same underlying object as the field you select for the filter.