Salesforce currently doesn't support formula field in dashboard filter: There are some things you can’t do with dashboard filters. Filters can’t be added to dashboards that contain Visualforce or s-control components. It’s not possible to filter on bucket fields.
How to use Formula field in dashboard filter in Salesforce?
Salesforce currently doesn't support formula field in dashboard filter: There are some things you can’t do with dashboard filters. Filters can’t be added to dashboards that contain Visualforce or s-control components. It’s not possible to filter on bucket fields.
How do I select a field in Salesforce?
Select a suggested field from the Field text box. You can only select fields on the current record, the lookup object, or the user record. You can also choose related fields that are one relationship away from the lookup object.
How to work with hyperlink formula fields in Salesforce?
Tips for Working with Hyperlink Formula Fields Widgets Overview Cascading Style Sheets Overview Work with Translation Files Publishing and Managing Live Sites Slowest Desktop Record Pages Standard Action Overrides Reporting on Salesforce Sites Creating Site.com Pages Associate a Portal with Salesforce Sites About Site.com Feature Licenses
How does Salesforce Salesforce help you find available fields?
Salesforce assists you by listing the available fields and relationships when you click the lookup icon or click inside the text box. Thanks for contributing an answer to Salesforce Stack Exchange!
How do I add a field 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.
Can you filter on a summary formula in Salesforce?
You can't filter report data by summary formula columns. You can't reorder summary formula columns. Before adding a summary formula column, group report data at least one time. Summary formulas can contain 3900 or fewer characters.
Can you filter on text fields in Salesforce?
While it's possible to filter Salesforce Classic and Lightning reports and dashboards by values in Text Area (Long) format fields, there are some restrictions to keep in mind. Filters applied to standard Text Area (Long) fields only permit the first 1000 characters to be searched.
Can we modify formula field values?
Formula field value cannot be changed directly, they are read only.
What is custom summary formula fields in Salesforce?
Custom Summary Formula fields are an often under estimated tool in Salesforce reporting. Custom Summary Formulas are a powerful reporting technique for summary and matrix reports to calculate additional totals based on the numeric fields available in the report.
Can a custom summary formula reference other summary formulas in Salesforce?
A summary formula can't reference another summary formula.
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 text area in SOQL?
You can not use text area fields in SOQL and SOSL filter criterias. Alternative is to fetch all records and then iterate (using for loop) to check your filter criteria.
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.
Can you edit a formula field Salesforce?
No, you can't edit the formula field on the Page layout. Formula fields are read-only fields in Salesforce.
Can we make a formula field editable in Salesforce?
Formula field value cannot be changed directly, they are read only. However, the value of formula fields can be changed by changing the values of the fields referenced in the formula fields.
Can we update a formula field in Salesforce?
You cannot account for a field update in a formula field.