how to create a filter in salesforce

• Click the Filters pane.
• Search for Type in Add filter... search box and select it.
• In the Operator field, select contains from the drop-down menu.
• Type customer in the value field.
• Click Apply.
• Repeat steps 2-5 above to create the following three additional filters: Field Operator Value Billing State/Province equals TX,NC,IL,NY Rating equals Hot,Warm Annual Revenue greater or equal 2000000 Note: Annual revenue ...
• In the Filters pane, click the arrow next to Filters and click Add Filter Logic.
• In the Edit Filter Logic field, change the logic to 1 AND 2 AND (3 OR 4) and click Apply.

How do I create a customer filter in Salesforce?

Search for Type in Add filter... search box and select it. In the Operator field, select contains from the drop-down menu. Type customer in the value field. Click Apply. Note: Annual revenue is two million (six zeros). In the Filters pane, click the arrow next to Filters and click Add Filter Logic.

How do I create a filter for a field?

Click Add Filter and select a Field Filter from the list. In our account filter example, you’d select Industry. Which filters are available in your organization depends on the fields that your administrator set up for account records. Select an operator for the filter and type the filter value in the next field.

How do I filter data by relative date in Salesforce?

Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR. Yes, Salesforce will understand this value!

How do I add a filter to a report?

On 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 next to the filter field and select a filter. In our account filter example, you’d select Industry.

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 filter in 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 create a drop down filter in Salesforce report?

Add the necessary filters and filter logic.Click the Filters pane.Search for Type in Add filter... search box and select it.In the Operator field, select contains from the drop-down menu.Type customer in the value field.Click Apply.Repeat steps 2-5 above to create the following three additional filters:More items...

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.

How do you make a dashboard filter?

To create a dashboard filter: Click Filter Your Dashboard in the dashboard's right panel (if it's your first filter), or + if you are adding another filter. The Add Filter dialog box is displayed. (Optional) If you have multiple data sources, select the data source that contains the fields you want to filter.

Can I have more than 3 filters in Salesforce dashboard?

Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.

How do I filter leads in Salesforce?

1:514:20Filter Report Data (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo let's apply a date field filter click Add filter and select created date you can filter by aMoreSo let's apply a date field filter click Add filter and select created date you can filter by a specific calendar date by clicking the calendar icon and selecting a date by June 5th 2018.

How do you filter a report?

Filter data in a reportRight-click any last name, and click Text Filters > Begins With.Enter “L” in the box that appears, and click OK. Access applies the filter, and now you can print the report with just that data.

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.

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.

What is Sfdc cross filter?

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.

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

Introduction

Lookup filters limit the records available in the lookup. A lookup filter can reference other fields on the same record (source); fields on the records of the lookup object (target); fields on the user's record, profile, and role; and fields on records directly related to the target object.

Create a Lookup Relationship

Create a new Backup Agent field that looks up to the User object, editable by Support Users only.

Follow Along with Trail Together

Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.

Use Report Filters

You can add up to 20 additional filters to a report directly in the Filters pane using the Add button or by dragging in fields from the Preview pane. In addition, you can also use filter logic using “and,” “or,” and “not” operators. Let’s meet the needs of your next stakeholder, the VP of Marketing, to see how filters and filter logic work.

Use Relative Dates

Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR. Yes, Salesforce will understand this value!

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

Why does Jacinta want a filter?

Jacinta wants a filter that displays only appointments that take several hours to complete. She likes to make sure that this kind of appointment is scheduled early in the day because it’s the most complex. She wants her field service workers to get to the complicated appointments while they’re still fresh.

How many filters does Jacinta have?

Everything is ready for Jacinta to create as many custom filters as she wants. Maria recommends that she creates fewer than 15 filters so as not to affect performance. Jacinta laughs. She has only one custom filter in mind (so far).