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.
Full Answer
Can I filter a date field in a Salesforce report?
Keep in mind if that date field is filtered elsewhere in your report (like in the report “Time Frame” section as in the screenshot below), you may get unwanted results. With the Summer 12 Release, Salesforce beefed up the options available. Here is a complete list of filters you can apply in a report:
How to filter by Customer-Channel in Salesforce?
However, we can see the Filter panel on the right side of the screen. Now to get the required set of results, let's apply more filters, and narrow down the result set. Go to the filter panel, and then click on “ Add Filter ”. On the filter dropdown menu, select “ Type ”. Then select “equals” as the operator. Select “ Customer-channel ” as value.
Can ListViews Filter Records based on a particular field in Salesforce?
If you are familiar with the database operations, and if you have already worked on some of the databases like Oracle and MySql, you might be aware that we can filter the records based on a particular field. ListViews can do the same in Salesforce. It can filter the records, based on a particular field, to which you have access.
What is the set filter criteria feature?
Set Filter Criteria Target specific data records for masking to meet business requirements and security goals. Use this feature to: Reduce the time taken to mask a sandbox by anonymizing only selected data. Gain finer grained control over your Data Masking configuration.
How do I add a date filter to a Salesforce report?
Between calendar dates:Select your date field from the list of available fields and click 'Add Filter Value'Change the operator to 'between'Leave the date type as 'Calendar'Choose a 'Start Date' and an 'End Date'You can rename the display text for your filter if required.Click 'Apply'
How do I add a filter criteria 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 we use formula field in rollup summary filter?
You can't use long text area, multi-select picklist, Description fields, system fields like Last Activity , cross-object formula fields, and lookup fields in the field column of roll-up summary filters.
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.
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.
Can we use formula field in lookup filter in Salesforce?
If a formula references global merge fields that the lookup filter doesn't support, the lookup filter can't reference the formula. Lookup filter criteria on Account Name only apply to business accounts, not person accounts. For example, your lookup filter criteria is Account Name does not contain book .
What is the difference between rollup summary and formula field in Salesforce?
While your formula fields calculate values using fields within a single record, roll-up summary fields calculate values from a set of related records, such as those in a related list.
Can we have rollup on formula field?
To be able to rollup the product cost field, we need to copy the value from the formula field to a custom currency field on the opportunity product object. We can then use that field for the rollup summary. To do the copy we use a workflow rule and field update.
What is cross filter 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 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.
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.