Click the X to close the Fields pane. Click and drag the Annual Revenue column so it is placed between the Account Name and Billing State/Province columns. Add the necessary filters and filter logic. Click the Filters pane. Search for Type in Add filter... search box and select it.
- Click Create Activity.
- Select Filter.
- Provide a name, folder location, external key, and description to identify and describe the activity.
- Choose a filter definition to see its details. ...
- If your data filter is applied to profile attributes, select a source list created in Email Studio.
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 to create activities in Salesforce?
Before creating activities in salesforce we must understand which type of activity we have to create. Suppose if we want to schedule an activity which have specific location, time and duration there we create events. We are going to create an activity for Leads. To create activity select Leads Tab=> Select the Lead.
How do I enable custom filters in the field service?
Click the Field Service Settings tab. Click Dispatcher Console UI and select Enable Custom Filters. Everything is ready for Jacinta to create as many custom filters as she wants.
How do I create custom filters in the app launcher?
From the App Launcher , find and select Field Service Admin. Click the Field Service Settings tab. Click Dispatcher Console UI and select Enable Custom Filters. 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.
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 activity in Salesforce?
Apply the logic of a data filter you select to create a group or data extension in Automation Studio. Filtering subscribers or contacts makes targeting specific subscribers or contacts based on their attributes and other conditions easier.
How do I create a filtered list in Salesforce?
Create a Filtered ListTo open Contacts within MobilePush, click Manage.Click Lists.Click Create List.Select the filtered list method.Navigate to a MobilePush Demographics attribute within the Attributes folders.Drag the MobilePush attribute into the Filter.Set the filter operator and value.More items...
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 you create a filter activity?
Create a Filter ActivityClick Create Activity.Select Filter.Provide a name, folder location, external key, and description to identify and describe the activity.Choose a filter definition to see its details. ... If your data filter is applied to profile attributes, select a source list created in Email Studio.More items...
How do I create a filter activity in marketing cloud?
0:392:08"Data Filter" Activity in Marketing Cloud | Automation Studio TrainingYouTubeStart of suggested clipEnd of suggested clipGive it an external key and choose the location for the filter. Or you can choose to create a newMoreGive it an external key and choose the location for the filter. Or you can choose to create a new folder.
How do you organize filters?
To organize filters in a hierarchical structure, you can create folders....Rename a FilterFrom the top navigation bar, select Computers.From the left pane, select Filters.Next to the filter you want to rename, click .Select Edit Filter. The Edit Filter dialog box opens.In the Name box, type a new name.Click OK.
How do you filter a list view by record type?
The Opportunities board can only display list views with records of a single record type. To make the view displayable on a board, edit the filters on your list view. On the Filters panel, select Add Filter. Choose Opportunity Record Type and the equals operator, then input the value of the record type you want.
How do I add a list view filter in Salesforce?
Edit List View Filters in Salesforce ClassicClick Edit next to the list view name. If you see Clone instead of Edit, you don't have permission to edit this list view. ... In Specify Filter Criteria, change your Filter By Owner selection, if desired. ... Click Save to apply your edited filters to the list view.
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.
What is cross filter?
Cross-filtering makes it easier and more intuitive for viewers of dashboards to interact with a dashboard's data and understand how one metric affects another. With cross-filtering, users can click a data point in one dashboard tile to have all dashboard tiles automatically filter on that value.
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.
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).
How to create a filter in a dashboard?
Creating Dashboard Filters. To create a filter Click Add Filter and select the field to filter on from the Field dropdown See Add a Dashboard Filter. Equivalent Fields. The field you select for the filter could have equivalent fields Equivalent fields share the same underlying object as the field you select.
Can you add filters to dashboards?
Note As you prepare to filter dashboards keep these dashboard filter limitations in mind. You cant add filters to dashboards that contain Visualforce or scontrol components. Its not possible to filter on bucket fields However it is possible to use a report filtered on a bucket field on the dashboard. page.
Can you use equivalent fields in a filter?
for the filter You can use equivalent fields to filter components that dont have the exact field you selected for the filter or to filter some. components differently For example if you filter on the Account Owner field equivalent fields include Opportunity Owner.
The Case for Dynamic Bundles
Bundles are really useful because they combine many products that can be sold together as a set. As you learn in the Configurable Bundles in Salesforce CPQ badge, to create a bundle is to create option records. Options are the glue that holds together the lead product with all of the followers, like the laser printer and its accessories.
Such Distinguished Products!
The Telecommuter Workstation bundle is a great candidate for dynamic behavior. It’s meant to be a simple bundle, but that doesn’t mean you can’t upsell. Imagine that you wanted a short list of common addons that go well with the workstation. Things like a USB-C to USB adapter and a headphone extension cable.
Set Up a Back Channel
So you have Extras__c on the product records, which is a good first step. The next step may seem odd, but it’s absolutely necessary. You’re going to create an Extras__c field to the Product Option object. Here’s why. When CPQ makes the list of virtual options for the mini Product Selection page, it copies data from product records into the list.
Set Up the Dynamic Duo
Dynamic bundles are made possible through the teamwork of a special feature and a special product rule. You still need to set up both, so let’s start by creating a new feature on the Telecommuter Workstation bundle.
Default Filter Versus Optional Filter
You may have noticed that the mini Product Selection page has a button to open the filter pane so sales reps can filter the list even further.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
