How do I create a filter for a field?
Click Add Filter and select a Field Filter from the list. In our account filter example, you’d select Industry. Which filters are available in your organization depends on the fields that your administrator set up for account records. Select an operator for the filter and type the filter value in the next field.
How do I add a filter to a report?
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.
How do I filter data to only mask specific data?
To only mask data that meets the filtering criteria, switch Data Filterto Active. Select one of more fields to apply the filter to. Select the operator to apply to the field.
Is it possible to filter out accounts with left blank fields?
=> Works perfect, i.e all accounts with AccountContact left blank are filtered. But regarding a custom object, adding field filter (with same logic as in above mentioned example) to a custom lookup-field of that custom object doesn't produce the desired result. Even records are visible which have that custom lookup field left blank.
How do I search for a blank field in Salesforce?
Use String. isBlank() method. This will return true if the text field is empty.
How do I exclude null values in Salesforce?
If you want a not null field, just set the field not equal to blank, i.e., leave the filter value box empty. Show activity on this post. You can type "NULL" into that box.
How do I filter a field 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.
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 filter blank cells in Salesforce?
0:064:18Filter Out Blanks in List Views, Reports, Automation Rules, and Formula ...YouTubeStart of suggested clipEnd of suggested clipSo pick the field that you want to base this filter on in my case it's the industry field and so nowMoreSo pick the field that you want to base this filter on in my case it's the industry field and so now i just say you know do i want the field to equal or not equal.
What is Isblank in Salesforce?
ISBLANK determines if an expression has a value and returns TRUE if it does not. If it contains a value, this function returns FALSE. It is important to use ISBLANK instead of ISNULL in new formulas. ISBLANK has the same functionality as ISNULL, but also supports text fields.
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 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 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 do cross filters do in Salesforce?
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.
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.