Table of Contents
What is field filter validation exception in Salesforce?
Field filter validation exception, Sometimes when you are editing a record in Salesforce, we see an error message like “FIELD_FILTER_VALIDATION_EXCEPTION, Value does not exist or does not match filter criteria,”.
How to check look filters on the object in Salesforce?
To check look filters on the object, fallow the below steps. Go to Setup -> Customize -> click on <Object name> -> Fields. Scroll through your Fields until you find a Lookup Field. Click on the Field and review the detail page to see if any filters exist.
What is the set filter criteria feature?
Set Filter Criteria Target specific data records for masking to meet business requirements and security goals. Use this feature to: Reduce the time taken to mask a sandbox by anonymizing only selected data. Gain finer grained control over your Data Masking configuration.
How to apply a filter to multiple fields?
Select one of more fields to apply the filter to. Select the operator to apply to the field. You can choose from: Field Type Available Operators All fields equals, does not equal
How do I add a 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 add a filter to a lookup field in Salesforce?
Create a custom field with a lookup filter.From Setup, click the Object Manager tab.Click Case, then click Fields & Relationships.Click Contact Name, then click Edit.In the Lookup Filter section, click Show Filter Settings.Click the lookup icon. … Choose equals as the operator.In the Value/Field menu, select Field.More items…
How do I add a filter to Salesforce dashboard?
Edit a dashboard, and then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. ) to see them. Give the filter a display name or label to identify it. If the filter has many equivalent fields, consider using a name that works for all components.
How do I add a drop down filter in Salesforce dashboard?
To add a filter to the dashboard, press + Filter. 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. Next, give the filter a Display Name for easy identification.
How do I filter a lookup field?
Select Contact Name, then click Edit. In the Lookup Filter section, click Show Filter Settings. to select the Field, and fill in the filter details. Ensure Required is selected next to Filter Type.
How do I enable filters in Salesforce?
To add filter logic,From the Lightning Experience report builder, click Filters | | Add Filter Logic. … Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. … Click Save.
How do I add a filter to my dashboard?
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How do we filter data for dashboard?
To create a dashboard filter: Click Filter Your Dashboard in the dashboard’s right panel (if it’s your first filter), or + if you are adding another filter. The Add Filter dialog box is displayed. (Optional) If you have multiple data sources, select the data source that contains the fields you want to filter.
Can I have more than 3 filters in Salesforce dashboard?
Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.
What is dashboard filter in Salesforce?
Dashboard filters make it easy for users to apply different data perspectives to a single dashboard. Filtering rules apply to fields from the dashboard’s source reports. After filters are defined, a user viewing the dashboard can select a filter to visualize the data of most interest.
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 do I use a dynamic dashboard in Salesforce?
1:302:34How to use Dynamic Dashboards – YouTubeYouTubeStart of suggested clipEnd of suggested clipAs it is as simple as that click save click save all right we have to move the folder. So let’s goMoreAs it is as simple as that click save click save all right we have to move the folder. So let’s go ahead and save as. And put it in a public folder. All folders new folder have it be public.
When Should I Use Validation Rules?
Use Validation Rules to maintain user input data, or system modified records.
Sales Cloud Validation Rules
Sales reps aren’t the greatest fans of data input. To keep your Salesforce data quality on track, use Validation Rules to guide users while working with Sales Cloud objects.
Service Cloud Validation Rules
Service agents have enough to juggle while assisting customers on the phone, email, chat, or the many other channels they are expected to monitor.
Top Tips for Working with Salesforce Validation Rules
Ideally, admins should prepare/design automation/integrate systems respecting active Validation Rules. However, having a way to toggle which users should bypass Validation Rules is very useful.
Summary
This guide has covered when to use Validation Rules, how to create them, and 14 Validation Rule examples that are ready for you to implement in your org.
