For text fields, enter the first key phrase that matches the records to display. For example, to see accounts whose names start with "Universal", create an Account Name filter on an Accounts list view and type Universal in the field. For date fields, set a start date and an end date to specify a date range.
Full Answer
How to create a filter dashboard in Salesforce classic?
Build a Salesforce Classic Dashboard Filter Dashboards via URL Parameters in Lightning Experience Dashboard Component Properties in Accessibility Mode Switch Between a 12 or 9-Column Dashboard Layout Modify a Dashboard Component in Salesforce Classic
How do I format a report in Salesforce classic?
Choose a Report Format in Salesforce Classic Delete a Row-Level Formula Export a Report Delete a Report Highlight Data Ranges with Conditional Formatting Run Reports in the Background Evaluate Groups and Totals with Summary Formulas Choose a Report Type in Salesforce Classic Drill Down into Your Reports to Learn Even More
How to search for reports and dashboards in Salesforce?
Search for Reports and Dashboards from the Reports Tab in Salesforce... Get the Information You Need from the Reports Tab List View in... Customize Report and Dashboard Lists in Lightning Experience Rename a Report Describe a Report Print a Report Keep Favorite Report Folders in View
How to get predictions in Salesforce flows?
Get Predictions in Salesforce Flows Overall Performance Tab for Numeric Use Cases Jumpstart Solutions with Story Templates Prepare an External Machine Learning Model to Upload R Code Tab Allow Trusted Sites for Embedded Dashboards Create an Apex Trigger Use Text Clustering to Analyze Unstructured Data
How do I add a date range filter in Salesforce?
Create Search Filters for Date RangesCreate a search filter and set its target field to your date field.Set the filter value to the last date in your date range. Filter value dates must have the format of YYYY-MM-DD.Make sure that the Hidden checkbox field is deselected.
How do I add a filter to a list view in Salesforce?
Edit List View Filters in Salesforce ClassicClick Edit next to the list view name. If you see Clone instead of Edit, you don't have permission to edit this list view. ... In Specify Filter Criteria, change your Filter By Owner selection, if desired. ... Click Save to apply your edited filters to the list view.
How do I unlock filters in list view Salesforce?
ReproOpen a list view in Classic and click "Edit"Add the filter "Date/Time Opened less than TODAY"Click "Save"Open the list view in Lightning.Click the "Filters" icon.All filters will be locked.
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 add a filter to list view?
To make the view displayable on a board, edit the filters on your list view. On the Filters panel, select Add Filter. Choose Opportunity Record Type and the equals operator, then input the value of the record type you want. Your edited list view can now be displayed on the board.
How do I manage list views in Salesforce?
Actions you can take for list views are available in the List View Controls menu .Under List View Controls, select New. ... Give your list a name and unique API name.Choose who can see this list view: just you, or all users, including Partner and Customer Portal users.Click Save.More items...
How do I restrict list view visibility in Salesforce?
As a Salesforce admin or a user with the “Manage Public List View” permission, you can hide the list view, so only you can see it. Click Edit next to the list view name. Select Visible to certain groups of users.
How do you edit list view in lightning?
Edit List View Filters in Lightning ExperienceFrom List View Controls, select Edit List Filters. ... Click the filter you want to change.From the Filter by dropdown menu, select an operator. ... For Value, make a selection or enter a value, then click Done. ... Adjust your filter logic if needed.More items...
How do I change the list view buttons in Salesforce?
Business Use caseNavigate to Setup | Object Manager | Lead | Search Layouts for Salesforce Classic.Edit the List View by selecting the dropdown next to it.Uncheck the New[New] from the Standard Buttons list. Use this list view to add or remove any buttons from the list views. ... Once you're done, click on the Save.
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.
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.
What are lookup filters in Salesforce?
Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.