You can set a null value to fields by keeping the Value field on price actions or the Filter Value field on product actions blank. In Salesforce CPQ, only a blank field will be treated as null; including any text (including 0, "", null, etc) in the field value will result in using that text as a string and/or number to evaluate against. SEE ALSO
How do I filter a report 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 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 multiple values in a Salesforce report?
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 add a cross filter to a Salesforce report?
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.
How do I filter blanks in Salesforce report?
0:064:18Filter Out Blanks in List Views, Reports, Automation Rules, and Formula ...YouTubeStart of suggested clipEnd of suggested clipSo pick the field that you want to base this filter on in my case it's the industry field and so nowMoreSo pick the field that you want to base this filter on in my case it's the industry field and so now i just say you know do i want the field to equal or not equal.
What is filter logic in Salesforce report?
Filter logic governs how and when filters apply to your report.
How many filters can you have in Salesforce report?
20 field filtersIn Salesforce Classic, filter your report from the report builder. ). You can edit existing filters from the filters pane, but you can't add new ones. Each report supports up to 20 field filters.
What is field filter in Salesforce?
Field-to-field filters let you filter a report by comparing the values of two different report fields. For example, see cases modified after closing date by filtering on cases with a last modified date after the closed date.
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 remove duplicates in Salesforce report?
Remove Duplicate Child Record Counts within a ReportSelect Formula as the Data Type and click Next.Enter a Field Label.Select Number.Select 0 from the Decimal Places drop-down and click Next.Enter 1 in the formula text box (just a number one).Click Check Syntax.Click Next, then Next again, then Save.
What is cross filter in report?
Use cross filters to include or exclude records in your report results based on related objects and their fields. Filter Across Objects with Cross Filters. 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.
What is cross filter in Salesforce reports?
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).