While still viewing the Case object, select Fields & Relationships. Select Contact Name, then click Edit. In the Lookup Filter section, click Show Filter Settings. Click the Find icon to select the Field, and fill in the filter details.
- From Setup, enter Cases in the Quick Find box, then select Feed Filters.
- Click New.
- In the Feed Filter Information section, enter the filter label, name, and description.
- In the Feed Filter Criteria section, define how to populate this filter. ...
- Click Save.
How to apply a filter to multiple fields?
Select one of more fields to apply the filter to. Select the operator to apply to the field. You can choose from: Field Type Available Operators All fields equals, does not equal
How do I filter records by user ownership?
In the “Filter By Owner” section you must specify how you wants records filtered by user ownership through a radio button selection (i.e. All unconverted, My Unconverted, or if a Queue is the owner of the record you can select the name of the queue).
What is the correct order of phone numbers in a filter?
For example on this first field filter our Phone number (Field) must “Start With” (Operator), “214, 817, 469” (Value). The commas between 214, 817, and 469 are really saying the Phone number must start with 214 “or” 817 “or” 469.
How to name a view in Salesforce?
In Step 1 of the wizard we give our View a name. The View Name box is what the user sees when they select a View. The View Unique Name is what the name of the View looks like to the Salesforce database. It must have underscores between words and no punctuation.
How do I 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 enable filters 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.
What are Feed filters Salesforce?
Feed filters make it easy for support agents to see all updates of one type, such as all call logs or all email messages, when working with cases in Case Feed. By using filters, agents can find the information they need more quickly, without having to browse through each case event.
How do I apply a logic filter in Salesforce?
Add Filter LogicClick Reports, then find your Cases by Status report and click Edit.To open the Filters pane, click Filters.Unlock the Industry filter that you added in the last exercise. ... Add a custom filter for Industry equals Electronics. ... Add a custom filter for Status not equal to Escalated.More items...
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 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 do I create a feed filter in Salesforce?
From Setup, enter Cases in the Quick Find box, then select Feed Filters.Click New.In the Feed Filter Information section, enter the filter label, name, and description.In the Feed Filter Criteria section, define how to populate this filter. ... Click Save.More items...
What is case feed in Salesforce?
Case Feed streamlines the way you create, manage, and view cases. It includes case actions like creating case notes, logging calls, changing the case status, and communicating with customers in a Chatter feed.
What is feed based layout in Salesforce?
Unlike standard page layouts, which include all of a record's information—the feed, details, and related lists—on one page, feed-based layouts let you switch between the feed view and the details view so you can focus on the type of information you need at any given moment.
What is Salesforce filter logic?
Filter logic governs how and when filters apply to your 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.
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.
How to create a unique name in Salesforce?
The View Unique Name is what the name of the View looks like to the Salesforce database. It must have underscores between words and no punctuation. If you type in a name in the View Name box and then press your Tab key, the system will create the View Unique Name for you.
What is the best practice for filtering in Step 2?
TIP: As a best practice, if you are filtering on a field in Step 2, display that field as a column in your View so you can spot check that you’re criteria is set properly!
How many fields can you filter in Lead?
The wizard displays up to five field placeholders, however if you click the “Add Row” link you can have up to 10 field filters.
