- 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 to create custom filters in Salesforce?
- While still viewing the Case object, select Fields & Relationships.
- Select Contact Name, then click Edit.
- In the Lookup Filter section, click Show Filter Settings.
- Click the Find icon to select the Field, and fill in the filter details. …
- Ensure Required is selected next to Filter Type.
- Leave everything else as is and click Save.
How to add custom filter?
To add the custom filter group
- In the AOT, expand Forms, and then expand the form where you want to add the custom filter group. …
- Expand Designs, right-click Design, click New Control, and then click Group. A group control is added to the form. …
- Right-click the group control, and then click Properties. …
- Right-click the form and then click Save.
How to add a dashboard filter?
Adding dashboard filters. To get started, make sure the dashboard is in edit mode and that you have at least one query tile or Look-linked tile. Click Filters in the top toolbar, and then click Add Filter. An Add Filter window appears pre-populated with fields from any Explores used in the dashboard. You can use the search bar to find the field …
How to add another filter?
- Select the EnglishProductName slicer visual.
- Then In Filter pane, under filter on this visual, drag and drop the measure to the ‘add data field here’.
- Under Show item when the value is, click on the drop-down and select is greater than.
- Then in the blank box write 1.
- Click on Apply filter.
How do I change the filter in logic Salesforce?
0:034:32Add Filter Logic (Lightning Experience) | Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipConsider this opportunity pipeline report which already has a few filters set add filter logic byMoreConsider this opportunity pipeline report which already has a few filters set add filter logic by clicking more options then add filter logic filter logic only applies to custom filters.
How do I create a custom filter in Salesforce?
Create a Custom FilterFrom the App Launcher. … To the right of the filter picklist, click. … Enter the name, description, and dates to select. … Set the field criteria. … Choose the fields to display. … Decide whether to share the filter with other dispatchers. … Click Save.
How do I create a cross filter in Salesforce?
Edit or create a report.From the Filters pane, click Add | Cross Filter.Select a parent object from the dropdown list. … Choose with or without .Select a child object from the dropdown or search by its name. … Optionally, to add filters on the secondary object, add subfilters: … Click OK.Click Save.
What is 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 create a search filter in Salesforce?
Set Up Restrictions with FiltersFrom 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…
What is cross filter logic 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 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.
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 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 filter null values in Salesforce?
To limit results to records that are blank or contain “null” values for a particular field, choose the field and the “equals” or “not equal to” operators, leaving the third field blank. For example, Amount equals returns records with blank amount fields.
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.
Filter Logic A: (1 AND 2 AND 3)
If we use all AND logic the system will return No Prospect records because a Prospect can only have one Zip/Postal Code Value and this Logic is looking for a Prospect who’s Zip/Postal Code is both “43215” AND “43214.”
Filter Logic B: (1 OR 2) AND 3
This Filter Logic will return all Prospects with a Zip/Postal Code of either “43215” OR “43214” and will also return ALL Prospects with a Market Segment of “Columbus” (regardless of their Zip/Postal Code).
Filter Logic C: (1 AND 3) OR (2 AND 3)
This Filter Logic will return Prospects in the “Columbus” Market Segment who’s Zip/Postal Code is “43215” and will also return Prospects in the “Columbus” Market Segment who’s Zip/Postal Code is “43214.”
Filter Logic D: (1 OR 2) NOT 3
This Filter Logic will return all Prospects with a Zip/Postal Code of either “43214” OR “43215” and will also return ALL Prospects with a Market Segment that is NOT “Columbus.”
Filter Logic D: (1 NOT 3) OR (2 NOT 3)
This Filter Logic will return Prospects who are NOT in the “Columbus” Market Segment who’s Zip/Postal Code is “43215” and will also return Prospects who are NOT in the “Columbus” Market Segment who’s Zip/Postal Code is “43214.”