Table of Contents
How many columns can be in a report in Salesforce?
When reports that have groupings are viewed in the Salesforce mobile app, they’re converted to tabular reports. The Salesforce mobile app supports a maximum of 25 report columns. By default, reports time out after 10 minutes. In a joined report, each block can have up to 100 columns.
How do I create a customer filter in Salesforce?
Search for Type in Add filter… search box and select it. In the Operator field, select contains from the drop-down menu. Type customer in the value field. Click Apply. Note: Annual revenue is two million (six zeros). In the Filters pane, click the arrow next to Filters and click Add Filter Logic.
How do I filter data by relative date in Salesforce?
Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR. Yes, Salesforce will understand this value!
How many values can a dashboard filter have?
A dashboard filter can have up to 50 values. Each dashboard can have up to 20 components. It’s not possible to filter on bucket fields. However, it is possible to use a report filtered on a bucket field on the dashboard page.
How do you add multiple filters in Salesforce reports?
Edit or create a report based on the Accounts report type. From the Filters pane, click Add | Cross Filter….Refine the cross filter so that the report shows Accounts that have Escalated Cases:Click Add Cases Filter.Select Status.Select Escalated.Click Apply.
How many filter can be used to filter a report to a page?
Report-level filters only apply to components using the default data source. If you include charts that use a different data source, you’ll need to create a chart-level filter for that chart. A single component can have a maximum of 75 filters clauses.
What is the maximum filter reports can support?
Each report can have up to three cross filters. Each cross filter can have up to five subfilters.
How many filters can you have on a Salesforce dashboard?
Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.
How do I filter a Top 10 report in Salesforce?
To limit the number of results for a tabular report to 10, click Add | Row Limit and enter 10. Choose your sort field and sort order. Click OK.
What is report filter in Salesforce?
Salesforce Cross Filters allow you to create a report that identifies records with or without a related record, where you have no need for the related object’s data (so you don’t need those related object’s fields displayed in the report).
How many objects can be in a Salesforce report?
60 object referencesA custom report type can contain up to 60 object references. For example, if you select the maximum limit of four object relationships for a report type, you can select fields via lookup from an extra 56 objects.
How do I filter multiple values in Salesforce?
If you would like to add multiple values to a filter value, simply use a comma to separate the values. For each filter, you can enter special values based on the field type for that particular filter. Some items you need to know related to the report filter are as follows: The filter value is case-insensitive.
How many columns can a salesforce report have?
The Salesforce mobile app supports a maximum of 25 report columns. By default, reports time out after 10 minutes.
How many filters can a lightning dashboard have?
It has been made available on basis of Request raised to Salesforce. By default, the limit to the amount of options available in a Dashboard Filter is 10. By request, the limit can be increased to a maximum of 50.
What is the maximum number of components that can be added to a single dashboard?
Each dashboard can have up to 20 components. A dashboard filter can have up to 50 values.
What is the maximum number of components available on a dashboard?
Hello, We can add upto 20 components in a single dashboard and every component can use single report.
Follow Along with Trail Together
Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.
Use Report Filters
You can add up to 20 additional filters to a report directly in the Filters pane using the Add button or by dragging in fields from the Preview pane. In addition, you can also use filter logic using “and,” “or,” and “not” operators. Let’s meet the needs of your next stakeholder, the VP of Marketing, to see how filters and filter logic work.
Use Relative Dates
Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR. Yes, Salesforce will understand this value!
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
How many blocks can be in a joined report?
A joined report can have up to 5 blocks. When you add a new block to a joined report and the block has multiple entities in common with the report, only the first entity (in alphabetical order) is shown. Only the fields from the first entity are shown in the common fields area.
How many dashboards can you subscribe to?
Each person in your org can subscribe to up to 5 dashboards. Up to 500 individual recipients can be added. A recipient is a user, role, or group. If a role or group contains more than 500 users, some users might not receive the updated dashboard.
How many components can a dashboard have?
Dashboard Limits, Limitations, and Allocations. A dashboard filter can have up to 50 values. Each dashboard can have up to 20 components. It’s not possible to filter on bucket fields. However, it is possible to use a report filtered on a bucket field on the dashboard page.
How many photos can a dashboard display?
A dashboard table or chart can display up to 20 photos.
How many formulas can you add to a joined report?
You can add up to 10 custom summary formulas to each block in a joined report. A joined report can have a total of 50 custom summary formulas. Each joined report can have up to 10 cross-block custom summary formulas.
Can you filter in a joined report?
In a joined report, clicking a bar doesn’t apply the filter . When you filter on standard long text area fields, such as Description or Solution Details, only the first 1000 characters of the field are searched for matches in reports.
Can you filter dashboards?
Filtering is restricted in some dashboards that contain multiple components based on different report types: If a dashboard has a component based on Cases or Leads and another component based on a different report type , you cannot filter the dashboard on the Case Owner or Lead Owner field.