How do filter locks in salesforce work

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The Lock Filter When adding filters to a report in the report builder, there is a Locked checkbox before the OK button. This determines the ability of the user who runs the report to edit or delete filters while viewing a report.

Lock Filter in Reports
  1. Open your desired report in Lightning Experience.
  2. Click Edit.
  3. From the options on the left, click Filters.
  4. Click to Edit the Filter Logic.
  5. Click on the locked checkbox.
  6. Click Apply.
Apr 16, 2019

Full
Answer

What does it mean to lock the filters?

Locking the filters seems to make it so you cannot delete or edit the filters values.. We want to leave the fitlers so that users cannot delete them, but still let them change the filter values.. Hi ..

What happens when you lock a record in Salesforce?

So when someone “asks” Salesforce to update a record, Salesforce first locks the record so no one else can update it until the lock is released. If someone tries to (asks for an) update the record while it’s locked, Salesforce will try up to 10 times to obtain a record lock, before giving up, and throwing an error.

Can Salesforce lock the parent account for a single contact?

If Salesforce can’t obtain a lock on the parent account record, the whole transaction fails and an error is issued for each contact in the transaction. If Salesforce can lock the parent account, but not for one of the contacts in the transaction, the update fails for that one contact only.

How to enable/unlock lock filter in Lightning Report?

How to Enable/Unlock Lock Filter in Lightning Report ? 1 Open your desired report in Lightning Experience. 2 Click Edit. 3 From the options on the left, click Filters. 4 Click the Edit icon (pencil icon) beside the Filter Logic (Example: 1 AND 2 AND 3) 5 Click Remove Logic. 6 Click Save. More …

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Can you lock report filters in Salesforce?

Lock Filters on the Run Page Click Reports, then find your Cases by Status report and click Edit. To open the Filters pane, click Filters. Click the filter Industry equals Energy and select Locked. Click Apply.


What is a lock filter?

As a Designer, you can lock a filter, preventing Viewers from making any changes to it directly. The Viewer will be able to see the defined filter settings, but the filter will be disabled for editing. Note: You must have access to edit a dashboard to view this option.


How do you filter in Salesforce?

Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. … Select an operator for the filter and type the filter value in the next field. … Click Save.


How do I lock filters in list view Salesforce?

List View Filter option is Blocked in Community PageClick affected Object tab.Click Edit beside the List View.Under “Restrict Visibility” | Check if the List View is: Visible to certain groups of users. Or. … Make the List View Visible to all users (Includes partner and customer portal users)Click Save.


What is Lock report filters in Salesforce?

In salesforce we can lock filters to prevent people from editing a field filter while reading the report in Lightning Experience. In Lightning Experience it is possible to select whether filters are locked or unlocked. We can prevent users from customizing the information in the reports.


How do you lock rows when filtering?

To do this, use Excel’s Freeze Panes function. If you want to freeze just one row, one column or both, click the View tab, then Freeze Panes. Click either Freeze First Column or Freeze First Row to freeze the appropriate section of your data. If you want to freeze both a row and a column, use both options.


How do you organize filters?

To organize filters in a hierarchical structure, you can create folders….Rename a FilterFrom the top navigation bar, select Computers.From the left pane, select Filters.Next to the filter you want to rename, click .Select Edit Filter. The Edit Filter dialog box opens.In the Name box, type a new name.Click OK.


What is filter logic in Salesforce?

Filter logic governs how and when filters apply to your report.


How do I add a filter criteria in Salesforce?

Set Up Data FiltersTo only mask data that meets the filtering criteria, switch Data Filter to Active.Select one of more fields to apply the filter to.Select the operator to apply to the field. … Select the matching criteria. … If necessary, add more conditions, and repeat steps 3 and 4.More items…


How do I allow users to filter list view?

If you want to create a list view based on the filter changes you’ve made, click Save As instead….Required Editions and User Permissions.User Permissions NeededTo create, edit, or delete public list views:Read on the type of record included in the list AND Create and Customize List Views AND Manage Public List Views1 more row


How do you lock a report?

ProcedureSelect the report name from the Available Reports pane, which is on the right side of the Manage Report Templates window.Right-click on the report. Select Lock to lock the report. Select Unlock to unlock the report.


How do you filter a list view by record type?

0:205:49Inline Editing Salesforce List View – Disabled if Multiple Record TypesYouTubeStart of suggested clipEnd of suggested clipType. So what i want to do is show you that these leads have different record types and you can onlyMoreType. So what i want to do is show you that these leads have different record types and you can only inline edit lists views whenever there’s just one record type for all the records displayed. And


Why does Salesforce lock records?

Just like most relational database systems, Salesforce locks records when they are being modified, to prevent two people from updating the same record simultaneously, which would result in a conflict . So when someone “asks” Salesforce to update a record, Salesforce first locks the record so no one else can update it until the lock is released.


What happens if Salesforce can’t lock the parent account?

If Salesforce can’t obtain a lock on the parent account record, the whole transaction fails and an error is issued for each contact in the transaction. If Salesforce can lock the parent account, but not for one of the contacts in the transaction, the update fails for that one contact only.


How many times does Salesforce lock a record?

If someone tries to (asks for an) update the record while it’s locked, Salesforce will try up to 10 times to obtain a record lock, before giving up, and throwing an error.


How to update contacts in Salesforce?

Suppose we want to update 10,000 contacts in Salesforce. We configure our ETL to push the updates in batches of 200, serially, using the SOAP API. Per batch, Salesforce will do the following: 1 Lock the 200 contacts (in the batch). 2 Lock the parent accounts of those contacts. 3 Build a set of transactions to process, limiting the number of times it needs to lock the same record. So, in our case, it would group the contacts by those that share the same parent account and then process them as a single transaction. With a single update to the parent account. 4 If Salesforce can’t obtain a lock on the parent account record, the whole transaction fails and an error is issued for each contact in the transaction. 5 If Salesforce can lock the parent account, but not for one of the contacts in the transaction, the update fails for that one contact only.

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