Slaesforce FAQ

how to compare records from same field in salesforce

by Garrison Bauch Published 2 years ago Updated 2 years ago
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Salesforce does not allow direct field to field comparison in SOQL query. To achieve this you can create a formula field that will compare fields and return a value (such as true or false) which you can use in a WHERE clause.

Full Answer

How to compare two fields in a Salesforce report?

Have you ever needed to compare two fields in a Salesforce report? Field-to-Field Filters in Salesforce make it possible to compare values in different fields contained on a Salesforce report when defining report filter criteria – for example, only show me records where X field is greater than Y field.

How do I compare a field with another field?

If the field you chose to filter on supports field-to-field filters, then set the Type dropdown to ‘Field’ (if the field does not support field-to-field filtering then the Type dropdown does not appear). Choose the Operator and select the field that needs to be compared with.

What are field-to-field filters in Salesforce?

Field-to-Field Filters in Salesforce make it possible to compare values in different fields contained on a Salesforce report when defining report filter criteria – for example, only show me records where X field is greater than Y field.

How to check multiple fields in a set?

If you need to do a check against multiple fields, then you'd want to start thinking about using a Set<SObject> instead of a Set<String>. Doing that, in effect, is comparing the hashcode of the objects against one another. It ends up being a shorter and faster way to do things compared to comparing multiple fields.

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How to compare records in salesforce?

ProcedureFrom the navigation pane, go to Protect > Applications > Salesforce. ... In the Name column, click the app. ... In the upper-right corner of the page, click the action button , and then click Compare. ... Select Object compare. ... Select the check box next to each object that you want to compare, and then click Compare.More items...•

Can you compare two fields in salesforce report?

Filter Reports Using Field Comparisons with Field-To-Field Filters. 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 compare two objects in Salesforce?

Few Simple Steps to “Compare Objects” across multiple OrgsOpen the BOFC Home > Click “Compare Objects and Fields“It will open below screen for “Compare Objects” page. ... Select Object Name and choose two environments or orgs from the connection list.More items...•

How do I compare two field values in SOQL?

Salesforce does not allow direct field to field comparison in SOQL query. To achieve this you can create a formula field that will compare fields and return a value (such as true or false) which you can use in a WHERE clause.

How do I cross reference two reports 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.

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 compare two strings in Salesforce?

Comparing Strings in apex In apex you can check if two strings are equal with the Equals operator ==, this will return true if both strings are equals and false if unequal. To check if two strings are unequal, we can use the Not equals operator != . This will return true if both strings are unequal, false otherwise.

How do I compare page layouts in Salesforce?

1 AnswerSelect both the page layouts files, using Ctrl for multiselect, on the left pane.Right click any of the selected and choose 'Compare With' --> 'Each Other'.

How do I compare two sandbox in Salesforce?

You can compare two Salesforce Orgs (Production vs Sandbox or Sandbox vs Sandbox). You need an Org Model for each Org you want to compare. A Pro/Enterprise space can have multiple add-ons, and so you can have multiple Production Orgs and related Sandboxes. Then you can also compare Production vs Production.

How do I query a related list in Salesforce?

Add, Remove, or Edit Related ListsClick. , then click Setup.From Setup, click the Object Manager tab.Click an object, for example, Course.Click Page Layouts.Click an page layout, for example, HEDA Course Layout.Modify the related lists. To add a related list, in the palette, click Related Lists. ... Click Save.

How do I query Sobject in Salesforce?

If you have the sobject name in a string, e,g, 'sobjname', you can then query back the record via something like: String queryStr='select id from ' + sobjname; List = Database. query(queryStr);

What is SOSL and SOQL in Salesforce?

A SOQL query is the equivalent of a SELECT SQL statement and searches the org database. SOSL is a programmatic way of performing a text-based search against the search index. Whether you use SOQL or SOSL depends on whether you know which objects or fields you want to search, plus other considerations.

Field Comparisons with Field-To-Field Filters

While editing a report, select the ‘Filters’ tab. Then choose a field from the ‘Add filter…’ lookup.

Considerations for Using Field-To-Field Filters

Field-To-Field comparisons only work on these types of fields: Numeric, Currency, Date and Datetime.

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