how to use custom filter logic in salesforce

From the Filters pane, click and select Add Filter Logic. The report isn't exactly what Ada is looking for and no results fit all the criteria. To customize the filter logic to generate the desired results, change the AND condition for the industries to OR and exclude the structural defects by adding NOT.

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.

How to add custom filter?

To add the custom filter group

• In the AOT, expand Forms, and then expand the form where you want to add the custom filter group. ...
• Expand Designs, right-click Design, click New Control, and then click Group. A group control is added to the form. ...
• Right-click the group control, and then click Properties. ...
• Right-click the form and then click Save.

How to add a dashboard filter?

Adding dashboard filters. To get started, make sure the dashboard is in edit mode and that you have at least one query tile or Look-linked tile. Click Filters in the top toolbar, and then click Add Filter. An Add Filter window appears pre-populated with fields from any Explores used in the dashboard. You can use the search bar to find the field ...

How to add another filter?

• Select the EnglishProductName slicer visual.
• Then In Filter pane, under filter on this visual, drag and drop the measure to the ‘add data field here’.
• Under Show item when the value is, click on the drop-down and select is greater than.
• Then in the blank box write 1.
• Click on Apply filter.

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 add a custom filter to a Salesforce report?

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 does filter logic work in Salesforce?

1:564:32Add Filter Logic (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhere values and parentheses are always assessed before those that fall outside of them to be sureMoreWhere values and parentheses are always assessed before those that fall outside of them to be sure the report shows the data we want add parentheses around 2 or 3. Then click apply.

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 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 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 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 is cross filter logic in Salesforce?

Cross Filter are used to filter the results by including or excluding records from related objects and their fields, without the need of writing formulas or code.

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 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 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 many filters can a salesforce report have?

20 field filtersIn Salesforce Classic, filter your report from the report builder. ). You can edit existing filters from the filters pane, but you can't add new ones. Each report supports up to 20 field filters.

Filter Logic A: (1 AND 2 AND 3)

If we use all AND logic the system will return No Prospect records because a Prospect can only have one Zip/Postal Code Value and this Logic is looking for a Prospect who's Zip/Postal Code is both "43215" AND "43214."

Filter Logic B: (1 OR 2) AND 3

This Filter Logic will return all Prospects with a Zip/Postal Code of either "43215" OR "43214" and will also return ALL Prospects with a Market Segment of "Columbus" (regardless of their Zip/Postal Code).

Filter Logic C: (1 AND 3) OR (2 AND 3)

This Filter Logic will return Prospects in the "Columbus" Market Segment who's Zip/Postal Code is "43215" and will also return Prospects in the "Columbus" Market Segment who's Zip/Postal Code is "43214."

Filter Logic D: (1 OR 2) NOT 3

This Filter Logic will return all Prospects with a Zip/Postal Code of either "43214" OR "43215" and will also return ALL Prospects with a Market Segment that is NOT "Columbus."

Filter Logic D: (1 NOT 3) OR (2 NOT 3)

This Filter Logic will return Prospects who are NOT in the "Columbus" Market Segment who's Zip/Postal Code is "43215" and will also return Prospects who are NOT in the "Columbus" Market Segment who's Zip/Postal Code is "43214."