Create a Formula field that uses the LEFT formula and filter on that. You cannot filter on the ENTIRE long text but you can filter on part of it: Legal_Street__c is a long text area.
Full Answer
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.
How do I filter a long text field?
Create a Formula field that uses the LEFT formula and filter on that. You cannot filter on the ENTIRE long text but you can filter on part of it: Legal_Street__c is a long text area. I created a formula field called StreetConc__c: I then created a dummy record and put the text 'testingthis' in the Legal_Street__c field.
How do I create a filter for a stage dimension?
In the Filters tab, click the plus sign ( +) under Filters. Select the Stage dimension. You can find it fast by typing Stage in the search field. Click Equals to open a drop-down list. Select Contains. An input field appears, which will be the search value powering the contains filter. Type Closed. Click Apply.
How to get the length of a query in Salesforce soql?
In Salesforce, with the SOQL language (Salesforce Object Query Language) is possible to run queries, in order to extract some data from the Salesforce internal database. In SOQL, the method length () does not exist (in SQL exist).
How do I find the length of a field in Salesforce?
You are looking for DescribeFieldResult. getLength() : For string fields, returns the maximum size of the field in Unicode characters (not bytes).
How do I find the length of a text field in Salesforce?
LEN() - returns the number of characters in a text string.
How do you filter 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 filter text area in SOQL?
You can not use text area fields in SOQL and SOSL filter criterias. Alternative is to fetch all records and then iterate (using for loop) to check your filter criteria.
What is the LEN function in Salesforce?
len is the length, or number of characters, to return. If len is 0, the output is an empty string. If len is negative, then the function returns null. This parameter is optional.
How do you use the long text area in a formula field?
Create custom long text area field in the Quote object. Click the "New" button in Quote Custom Fields & Relationships section. Select Text Area (Long) and click "Next". Enter Label, Length and Description (e.g. TEST SFDC).
Can you filter columns in Salesforce?
When setting up your filter, you can select a single column, multiple columns, or a custom range within and/or across columns. In any case, a filter menu will be placed at the top of each column within the range.
How do I add a filter criteria in Salesforce?
Set Up Data FiltersTo 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. ... Select the matching criteria. ... If necessary, add more conditions, and repeat steps 3 and 4.More items...
How do I use logic filters?
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.
What is text area long in Salesforce?
Text Area (Long) Allows users to enter up to 131,072 characters that display on separate lines similar to a Description field. You can set the length of this field type to a lower limit, if desired. Any length from 256 to 131,072 characters is allowed. The default is 32,768 characters.
What is SOSL in Salesforce?
Salesforce Object Search Language (SOSL) is a Salesforce search language that is used to perform text searches in records. Use SOSL to search fields across multiple standard and custom object records in Salesforce. SOSL is similar to Apache Lucene.
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
Can you use text area fields in SOQL?
You can not use text area fields in SOQL and SOSL filter criterias. There is an Idea to Allow filtering on Long Text Area, so you can't. In a pinch you could iterate over your results in a for loop and use String methods to filter out/in the desired results.
Can you filter long text?
There is an Idea to Allow filtering on Long Text Area, so you can't. In a pinch you could iterate over your results in a for loop and use String methods to filter out/in the desired results. Of course, that may not be reasonable depending on the number of records and whether or not what you are doing is needed in real time. Share.
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.
The Exploration Goal
You’re still enjoying getting to know Tableau CRM and how it can help DTC. Based on your previous data exploration using Tableau CRM, you’re thinking of a bonus contest as a sales incentive. You’re interested to see how your product sales have trended over time.
Group by Date
You want to see how digital media sales evolve over time. So you’ll open and explore the DTC Opportunity dataset, which contains opportunity and product information.
Relative and Absolute Filters on Date
The close date values go up to last year, but we’re only interested in the last three months and three months ahead from today—for the purposes of our example, December 1, 2020.
Choose the Right Visualization for Dates
The bar chart is a great tool for comparison, but it’s difficult to show evolution through time. The timeline is helpful when you’re grouping by date.
Understand Your Data
Upon closer inspection, you notice something interesting in the chart. You’re seeing opportunities closing after this month (remember, for the purposes of our example, we’re agreeing that today is December 1, 2020). Indeed, Close Date can be in the future, in which case it’s the expected close date.
Focus Your Lens
Now let’s dig in deeper and examine your digital media numbers more closely.
Save Your Exploration in a Lens
You were interested in how your digital media have been trending over time, and you realized thanks to Tableau CRM that they may be in for a fall! You definitely need to start your digital media sales contest as soon as possible. Save your exploration in a lens so you can share your discovery with coworkers.