How to use cross filter in salesforce


Cross Filter Salesforce Report

  1. Click Report Tab and Click New Report.
  2. Choose Report Type and Click Continue. (Here we Choose Account)
  3. From the FILTERS tab, click More Actions | Add Cross Filter.
  4. Then Choose whether to show your primary object with or without a secondary object (Here we choose without and Opportunity). Then, choose the secondary object.
  5. Click Apply.
  6. Optionally, to add a filter to the secondary object, click Add Secondary Object Filter,
  1. Edit or create a report.
  2. From the Filters pane, click Add | Cross Filter.
  3. Select a parent object from the dropdown list. …
  4. Choose with or without .
  5. Select a child object from the dropdown or search by its name. …
  6. Optionally, to add filters on the secondary object, add subfilters: …
  7. Click OK.
  8. Click Save.

What are cross filters in Salesforce reporting?

What are Cross Filters in Salesforce Reporting? When filtering reports, sometimes you want to retrieve records with or without other related records, but have no need for the related objects fields or data. A typical use case is to identify a record WITHOUT another related record, sometimes described as an exception report.

What is a cross filter and how do I use it?

When a Cross Filter is used, it is going across that relationship. More specifically, going down. In the example image above, it is going down from Account to Opportunity. When you add a cross filter to a report, you are looking at the data in a Related List and filtering based on those child records.

How do I add a cross filter to a case report?

Click Reports, then find your Cases by Status report and click Edit. To open the Filters pane, click Filters. Click and select Add Cross Filter. Leave with as the operator and select Activities as the secondary object. Click Apply. Click Save & Run. Filter logic doesn’t apply to cross filters, so there’s no need to change or remove it.

How to add cross filters to a WordPress website?

Make sure you can see the “Add Cross Filter” action by going to the Filters panel and clicking the dropdown next to Filters. If you are following along with our example, click on it.


What is cross filter?

Cross-filtering makes it easier and more intuitive for viewers of dashboards to interact with a dashboard’s data and understand how one metric affects another. With cross-filtering, users can click a data point in one dashboard tile to have all dashboard tiles automatically filter on that value.

What is cross object filter in Salesforce?

Cross Filter are used to filter the results by including or excluding records from related objects and their fields, without the need of writing formulas or code.

How many cross filters can you have on a Salesforce report?

3 cross filtersEach report can have up to 3 cross filters. Each cross filter can have up to 5 subfilters.

What is the difference between a filter and a cross filter in Salesforce?

Use cross filters to filter a report by an object’s child objects using WITH conditions. For example, filter a report to show just accounts with cases. Use cross filters to filter a report by an object’s child objects using WITHOUT conditions. For example, filter a report to show just contacts without activities.

How do I create a cross block formula in Salesforce?

To add a cross-block formula in Salesforce Classic, drag it to a block. When you add cross-block formulas to a block, they appear to the right of standard ones in the order in which you add them to the block. The results of cross-block formulas are affected by the filter options applied to the blocks in the report.

What is a cross object formula field?

A Cross-object formula is a formula that spans two related objects and references merge fields on those objects. A cross-object formula can reference merge fields from a master (“parent”) object if an object is on the detail side of a master-detail relationship.

Can you give me any examples of where you had to use cross filters?

So here are some examples of how you could use cross filters: Accounts with no Activities in the last 12 months. Accounts with no Opportunities created in the last 12 months. Accounts that haven’t ordered a certain product in the last 12 months (if you bring order history into Salesforce)

How do I filter logic 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 filter records 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 use joined reports in Salesforce?

Create a Joined ReportFrom the Reports tab, click New Report.Choose a report type and click Continue. … The report opens in the report builder. … To add another report type to the joined report, click Add Block. … Customize the joined report with columns, groups, filters, and formulas.Click Save and name the report.More items…

How many types of dashboards are there in Salesforce?

There are four types of dashboard components in Salesforce.

How do you bucket data in Salesforce?

Required Editions and User PermissionsEdit a report.Find the column you want to bucket in the report preview, then click. | Bucket This Column. … From Field, choose a field from the report type. … From Bucket Name, enter a name for the bucket column.Add buckets and choose values for each bucket. … Click Apply.Click Save.

Filter a Report by Its Child Object

Use a cross filter to fine-tune your results by including or excluding records from related objects and their fields, without having to write formulas or code.

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.

What does a cross filter do?

A cross filter can be used to report on Accounts that have incomplete projects.

What is cross filter reporting?

Usually you are reporting on all records or records that meet a certain filter criteria. With cross filters, creating a report of accounts with no activity in the last 12 months is extremely easy. Here is what the filters will look like: Cross filters work on related custom objects as well.

How many cross filters can you have in a report?

You can define up to 3 cross filters in a report. Each cross filter can have up to have subfilters. Be aware of the report type you are using for the report. For example if you would like a report of Accounts with no activities, and you use the report type ‘Accounts with Activities’ you will not get any results.

What are Cross Filters?

Cross Filters are an essential part of creating a more sophisticated report without making the use of custom report types. It helps to develop a better report for submission, especially if you are a Salesforce admin.

How to Create Cross Filters?

For reference purpose, we will take an example of Opportunity report. There are some products available that are associated with the Opportunities. We will try to create a Cross Filter for the purpose of finding Opportunities without Products.

Limitations of Cross Filters

Anything can’t be perfect and will have some flaws. Cross Filters also sets you back in a few key points like,

Final Verdict

Salesforce has many tools and Cross Filter is one of the most popular and useful tools among them. Once you are comfortable using them, they will save you a lot of time and reduce the load. Make sure you examine the results once they are separated. It will help you to determine if there is any mistake while applying the Cross Filters.

What is a cross filter in Salesforce?

Cross filters are a great way to connect divided data within Salesforce reporting (and fantastic for deduplicating reports too).#N#Salesforce define Cross Filters as..: “Use Cross Filters to include or exclude records in your report results based on related objects and their fields.”

What is cross filter?

Use a cross filter to find just the records you need in a report. Cross filters let you fine-tune your results by including or excluding records from related objects, without having to write formulas or code.


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