how to filter data in salesforce

• On 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 next to the filter field and select a filter. In our account filter example, you’d select Industry. ...
• Select an operator for the filter and type the filter value in the next field. In our account filter example, you’d select equals and type Banking.
• Click Save.

Full Answer

How to create custom filters in Salesforce?

• 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. ...
• Ensure Required is selected next to Filter Type.
• Leave everything else as is and click Save.

What are lookup filters in Salesforce?

• beta
• deleted
• deprecated
• deprecatedEditable
• installed
• installedEditable
• released
• unmanaged

What is cross filter in Salesforce?

Cross filters are a great way to connect divided data within Salesforce reporting (and fantastic for deduplicating reports too). Salesforce define Cross Filters as..: “Use Cross Filters to include or exclude records in your report results based on related objects and their fields.” Thanks.

How to filter data from Salesforce in Qlik Sense?

To create a filter condition:

• Select a column from the data columns list and then click the right-facing arrow next to the Filter Conditions table. ...
• Click in the Include/Exclude column to select whether to include or exclude the data that meets this condition.
• Click the Edit Ranges button in the Ranges column.
• The <Name> <Include|Exclude> Ranges window opens. ...

How do you filter data sets?

Click a cell in the range or table that you want to filter. On the Data tab, click Filter. in the column that contains the content that you want to filter. Under Filter, click Choose One, and then enter your filter criteria.

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 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 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 field filter in Salesforce?

Field-to-field filters let you filter a report by comparing the values of two different report fields. For example, see cases modified after closing date by filtering on cases with a last modified date after the closed date.

How do I apply multiple filters in Salesforce report?

3:234:32Add Filter Logic (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFor those with more than a thousand employees open the more options menu and select add filter logicMoreFor those with more than a thousand employees open the more options menu and select add filter logic.

How do I filter leads in Salesforce?

1:514:20Filter Report Data (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo let's apply a date field filter click Add filter and select created date you can filter by aMoreSo let's apply a date field filter click Add filter and select created date you can filter by a specific calendar date by clicking the calendar icon and selecting a date by June 5th 2018.

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).

What is cross filtering in Salesforce?

Use a cross filter to fine-tune your results by including or excluding records from related objects and their fields, without having to write formulas or code. You can apply cross filters by themselves, or in combination with field filters.

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 add a filter to Salesforce dashboard?

Edit a dashboard, and then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. ) to see them. Give the filter a display name or label to identify it. If the filter has many equivalent fields, consider using a name that works for all components.

How do I remove duplicates in Salesforce report?

You can't remove the duplicates in the report; the report builder doesn't do distinct so I'd recommend Excel. For counting, see salesforce.stackexchange.com/questions/8476/…

How to filter sales in Trailhead Simulator?

If you are not there yet, launch the Trailhead Simulator, and click Filter on a Measure. Click Begin. From the Data pane, drag Sales to the Filters shelf. In the Filter Field dialog box, click Sum, click Next. Click OK. Click the dropdown arrow for the SUM (Sales) filter in the Filters shelf, and select Show Filter.

How to create a quick filter for a region?

Because your manager wants to see data for each Region, you need to create a quick filter for Region, as a single value list, and title it Select a Region. Launch the Trailhead Simulator. Click Filter on a Dimension. Click Begin. On the Data pane, right-click Region, and click Show Filter.

What is a filter in tableau?

Filters allow you to narrow down the data and focus on the details that interest you. After you add filters to your data, you can begin to use other Tableau Desktop features to interact with that data. You can use filters for any dimension or measure in your data.

Can you filter on dates in Tableau?

Filter on Dates. Tableau also allows you to filter on dates. You can use a date filter to filter a data subset for specific date or time criteria. You can also filter dates for a specific range of dates or for a discrete date/time.

How can you use filters in Salesforce Marketing Cloud?

In order to create data filters for your Data Extensions (DEs) you have to go to the Email Studio in your SFMC environment. From the drop-down menu in the ‘subscribers’ field, you can find an option of ‘data filters’. There you can find data extensions that you would like to filter on.

How flexible are data filters when it comes to segmentation?

The disadvantage of data filters in SFMC is their limited possibilities. For example, you can only filter on one data extension at a time, unlike SQL queries or DESelect where it is possible to create complex segmentation across multiple DEs.

Using data relationships to filter across multiple data extensions

Data relationships can be used as a solution to filter across several DEs when a relationship (e.g. a unique identifier) exists between these DEs, and you define this as a primary key. The creation of data relationships provides the opportunity to apply filters across two data extensions, known as ‘cross filters’.

SFMC filters in a nutshell

The biggest advantage of data filters for data extensions in Salesforce Marketing Cloud is the fact that they are easy to use and do not require any technical knowledge to work with them.