Search across all searchable objects (1). You can also press Enter for the same results. Search within the current object you’re on (2). Select a suggested record and go directly to the record (3). If you don’t see the record that you want, press Enter to see the full search results.
Full Answer
What is filter list in Salesforce Lightning?
Filter List is a standard Lightning Component included with all Salesforce customers (except ME edition) at no extra cost. Filter List is a standard Lightning Component available in Lightning App Builder. No need to install - find it in Lightning App Builder in Setup. Easily display records from standard and Custom Objects from any list view.
Where can I find the feed composer in Salesforce lightning experience?
In Lightning Experience, the record’s feed and the feed composer are always available on the Chatter tab (1). All of a record’s fields and sections are grouped together on the Details tab (2). In Salesforce Classic and in Lightning Experience when using Full view, related lists are displayed below a record’s details (3).
Does categories data visualization Report chart work with Salesforce Lightning?
This application is fully supported by Salesforce. If you have questions or need help, please contact customer support. CATEGORIES Data Visualization Report Chart is a standard Lightning Component available in Lightning App Builder. No need to install - find it in Lightning App Builder in Setup.
How do I filter search results in Salesforce?
You can filter search results for accounts, cases, contacts, dashboards, files, Knowledge articles, leads, notes, opportunities, people, and tasks. You can also filter results for custom objects. To see filtering options, click the object's name in the sidebar (1). Search results update as you apply filters.
How do I filter records 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 filter logic in Salesforce lightning?
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 filter Salesforce dashboards?
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 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 the difference between a filter and a cross filter in Salesforce?
Use cross filters to filter a report by an object's child objects using WITH conditions. For example, filter a report to show just accounts with cases. Use cross filters to filter a report by an object's child objects using WITHOUT conditions. For example, filter a report to show just contacts without activities.
How do I use cross filters in Salesforce?
Edit or create a report.From the Filters pane, click Add | Cross Filter.Select a parent object from the dropdown list. ... Choose with or without .Select a child object from the dropdown or search by its name. ... Optionally, to add filters on the secondary object, add subfilters: ... Click OK.Click Save.
How many filters can a lightning dashboard have?
It has been made available on basis of Request raised to Salesforce. By default, the limit to the amount of options available in a Dashboard Filter is 10. By request, the limit can be increased to a maximum of 50.
How do you use dashboard filters?
0:092:02How To Use Dashboard Filters | datapine - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo create a filter we just need to go to the edit mode and click add filter.MoreTo create a filter we just need to go to the edit mode and click add filter.
Can I have more than 3 filters in Salesforce dashboard?
Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.
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).
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 you add multiple filters in Salesforce reports?
Edit or create a report based on the Accounts report type. From the Filters pane, click Add | Cross Filter....Refine the cross filter so that the report shows Accounts that have Escalated Cases:Click Add Cases Filter.Select Status.Select Escalated.Click Apply.
Developer best practice: separating the data and visual layers
Before we get to the punchline, it’s important to establish this: Skuid splits out your management of pages into the data layer and the visual layer. That gives you the ability to go get any object (related or unrelated) and either tie them together or not and still have that rich layer of data on your page.
Deploying the Skuid page in Salesforce Lightning
Skuid is a managed package that works natively in both Salesforce Classic and Lightning. You can also deploy Skuid in Communities and the Lightning mobile experience.
Skuid helps you display related lists with advanced filtering, sorting, and interactive capabilities. All without writing code
For the purpose of this demo, Chris walked through a sample Account Detail record page in Lightning next to the Skuid Page Lightning Component containing an Opportunities table and a Cases table he created in the Skuid App Composer.
How admins can improve the user experience
Many Salesforce admins want a default sort for users and, with that, the ability to sort by more than one field. This is easily configurable in Skuid. At the model level in the Skuid App Composer, you simply populate the “Fields to order records by” property with the fields you want to use for your default sort.
Use conditional rendering to create interactive experiences
Another benefit to Skuid is that it lets you do conditional rendering of any of your components, even down to the individual field level. The rendering can be driven through a robust variety of logic, including data changing across other objects.
What is filter list in Lightning?
Filter List is a standard Lightning Component available in Lightning App Builder. No need to install - find it in Lightning App Builder in Setup. Easily display records from standard and Custom Objects from any list view.
What is a category report chart?
CATEGORIES Data Visualization Report Chart is a standard Lightning Component available in Lightning App Builder. No need to install - find it in Lightning App Builder in Setup. Easily select and insert a chart into your Lightning app.