Salesforce Filter Logic - How To Apply AND/OR Filter Logic 10 months ago Updated After you Specify Filter Criteria while creating a List View or Report, 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 matches only Filter 3.
What is filter logic in Salesforce?
Filter logic is a powerful tool that lets you modify the way filters interact with your report. Use filter logic to group, partition, and even exclude filter elements from a report with everyday language like AND, OR, & NOT. With the Lightning Report Builder, intelligent and comprehensive filtering options are just a few clicks away!
How do I Group data in Salesforce classic?
Group Your Report Data in Salesforce Classic Add a Chart to a Report Export a Report to Run in the Background Administrative Reports Run Reports in the Background Keep Working While Your Report Preview Loads Edit a Text Bucket Field Report on Relationship Groups Add a Bucket Column Evaluate Groups and Totals with Summary Formulas
How do I use filter logic in list view?
After you Specify Filter Criteria while creating a List View or Report, 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 matches only Filter 3.
What prospects does filter Logic Return?
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."
How do I add a filter to a logic report 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 apply a logic filter in Salesforce?
Add Filter LogicClick Reports, then find your Cases by Status report and click Edit.To open the Filters pane, click Filters.Unlock the Industry filter that you added in the last exercise. ... Add a custom filter for Industry equals Electronics. ... Add a custom filter for Status not equal to Escalated.More items...
How do I add a custom filter to a Salesforce report?
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.
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 add a filter in logic?
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 apply multiple filters in Salesforce report?
3:234:32Add Filter Logic (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFor those with more than a thousand employees open the more options menu and select add filter logicMoreFor those with more than a thousand employees open the more options menu and select add filter logic.
How do I add a cross filter in Salesforce?
Add Cross FiltersClick 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.
What is cross filters in reports?
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.
How many filters can a salesforce report have?
In 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.
Can you add filter logic to cross filters Salesforce?
Filter logic doesn't apply to cross filters.
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.
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)
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."