how to create filter criteria salesforce

Set Up Data Filters.

• To only mask data that meets the filtering criteria, switch Data Filter to Active.
• Select one of more fields to apply the filter to.
• Select the operator to apply to the field. You can choose from:
• Select the matching criteria. Matching criteria options are based on field type.
• If necessary, add more conditions, and repeat steps 3 and 4.
• o create a filter criteria, enter the condition logic. For example, 1 AND (2 OR 3).
• Optionally, to preview your query in SOQL, click Query Preview.

Full Answer

What is the set filter criteria feature?

Set Filter Criteria Target specific data records for masking to meet business requirements and security goals. Use this feature to: Reduce the time taken to mask a sandbox by anonymizing only selected data. Gain finer grained control over your Data Masking configuration.

How do I create filter criteria for a special picklist?

Note If you are creating filter criteria for a report or list view, the lookup icon automatically displays when you choose to filter on one of the special picklists. Click the lookup icon to choose the value True or False . Alternatively, you can manually enter True or False in the filter criteria.

How do I create a lookup filter in Salesforce?

In the Lookup Filter section, click Show Filter Settings. Click the Find icon to select the Field, and fill in the filter details. Ensure Required is selected next to Filter Type. Leave everything else as is and click Save. You’ve taken care of Noah’s request by creating a lookup filter.

What is data masking set filter criteria?

Set Filter Criteria Target specific data records for masking to meet business requirements and security goals. Use this feature to: Reduce the time taken to mask a sandbox by anonymizing only selected data. Gain finer grained control over your Data Masking configuration. Incrementally mask newly added data, saving time. Set Up Data Filters

How do I add a filter criteria 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 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.

What is a filter criterion in Salesforce?

Filter criteria can include fields related to the target object (one level only). For example, a lookup field points to a contact. The lookup filter can reference fields on the account related to the contact using the Account Name relationship field.

How do I create a search filter in Salesforce?

Set Up Restrictions with FiltersFrom Setup, click the Object Manager tab.Click Case, then click Fields & Relationships.Click Contact Name, then click Edit.In the Lookup Filter section, click Show Filter Settings.Click the lookup icon. ... Choose equals as the operator.In the Value/Field menu, select Field.More items...

How do I create a logic filter 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 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.

What is data filter in Salesforce?

Filter Value Sources Use when you want to use a fixed value from the site, such as the current date or current time. Request header. Use when you want to use a value from the browser, such as the host header or browser version. Parent repeater. Use when you want to create a query between unrelated objects.

How do I create a dependent lookup in Salesforce?

Required Editions and User Permissions A dependent lookup is a relationship field with a lookup filter that references fields on the source object. For example, you can configure the case Contact field to only show contacts associated with the account selected in the case Account Name field.

What is recordset in Salesforce?

A duplicate record set is a list of items identified as duplicates. It's created when a duplicate rule or job runs. Let your Lightning Experience users merge duplicates by granting them access to duplicate record sets.

How do I create a search filter in CPQ?

To Configure Filter Type FieldGo to Setup > App Setup > Create > Objects and select Search Filter (CPQ).Select Filter Type under the Custom Fields & Relationships section.In the Values section, click New and enter the names you want to use to group the Business Object picklist values. ... Click Save.More items...

What is search filter fields in Salesforce?

Search filter fields allow us to filter the records that are retrieved after searching from the search bar. 1. Go to Search Filter fields. 2. Select the fields and click “Save” button.

How do I filter products in Salesforce CPQ?

Select Add Products in the quote line editor, and then select the filter icon to show the search filter box. You can search by Product Code, Product Name, Product Family, and Product Description by default.

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.

How to use a field that is not supported by criteria-based sharing rules?

To use a field that’s not supported by criteria-based sharing rules, create a workflow rule or Apex trigger to copy the value of the field into a text or numeric field. Then use that field as the criterion. Specify the users who get access to the data.

What is a criteria based sharing rule?

A criteria-based sharing rule determines with whom to share records based on field values. If you plan to include public groups in your sharing rule, confirm that the appropriate groups have been created. From Setup, in the Quick Find box, enter Sharing Settings, then select Sharing Settings.

Usage

Let's say an employee is open to working a 9 am to 5 pm shift on a Sunday but only for emergency appointments. In this case, the SourceObject is Shift and the FilteredObject is ServiceAppointment. The service appointments available for that shift are filtered for emergency appointments using the RecordsetFilterCriteriaRule object.

Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.