Is it possible to filter related lists in Salesforce?
Unfortunately, as of this writing, Salesforce currently does not natively support filtering related lists. There are two big ideas on the Idea Exchange requesting this very feature and are tentatively on the road map (safe harbor): Workarounds exist but usually involve writing code or using a third-party app.
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.
What is the best way to filter a phone number?
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. Every time you add an additional field filter your telling Salesforce to be more restrictive with your View.
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 related list in Salesforce?
You often have multiple objects related to one. Some examples are: In Salesforce, you see these relationships on every page with “Related” or “Related Lists”. This means that we have two different types of records. In the example below, one is an Opportunity, and one is an Account; they are separate but related.
What is cross filter?
Cross filters are a powerful tool once you know how to use them. They unlock the ability to create reports that you used to have to do in another system. As with any report changes, make sure to check the report results and validate that it’s working before sharing any report or saving it in a shared folder.
