Advanced Conditions If your approval rule has multiple conditions, reference them in the rule’s Advanced Condition field to create conditional logic for your rule. Reference each condition by its index value.
- Click and drag the field you want to filter by from the Fields area to the Filter area.
- Specify the filter criteria for the field.
- Click OK.
How to search for reports and dashboards in Salesforce?
Search for Reports and Dashboards from the Reports Tab in Salesforce... Report on Chatter Top 100 Feed Item Views with Interaction Count... Report and Dashboard Limits, Limitations, Allocations, and Technical...
How to provide individualized views of a dashboard in Salesforce Lightning?
Provide Individualized Views of a Dashboard in Salesforce Classic... Expand Dashboard Components to See a Larger Version in Lightning... Dynamic Dashboards: Choose Who People View a Dashboard as in... Set Decimal Places for Numbers in Dashboard Charts, Tables, and... Share an Image of a Dashboard Component on Chatter in Lightning...
How to reduce the trigger complexity in Salesforce?
Replace A, X, Y, Z, SObject, Field__c, ApexClass with the appropriate values. You can use this same design pattern in the class to reduce the trigger complexity to just two lines of code (or 1, if its a static method), assuming the filtering logic is identical in all cases. If not, then a trigger like this would work just fine.
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.
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 create a logic filter 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 edit a filter logic in Salesforce report?
1:564:32Add Filter Logic (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst open the more options menu. Select add filter logic and enter one. And two or three into theMoreFirst open the more options menu. Select add filter logic and enter one. And two or three into the Edit filter logic panel.
How do I create a cross filter report 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 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.
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.
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 I add a logic filter to a Salesforce report?
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 add a filter to report builder?
To add a filter to an embedded dataset or a shared dataset instanceOpen a report in report design mode.Right-click a dataset in the Report Data pane and then click Dataset Properties. ... Click Filters. ... Click Add. ... In Expression, type or select the expression for the field to filter.More items...•
How to Use Advanced Report Filters in Salesforce
Once you’ve got the hang of using the filters, you can begin to use the advanced filters which are able to filter by more than one field.
Filter by More than One Field
Click and drag the field you want to filter by from the Fields area to the Filter area.
What are product rules?
Product rules are meant to help sales reps create accurate quotes. One way rules do that is by preventing mistakes. For example, imagine that AW Computing sells a product named Cloud Storage. (You might remember AW Computing from other CPQ badges on Trailhead.) The AW Computing reps are NOT allowed to sell Cloud Storage to any account in the healthcare industry because it is not HIPAA compliant. If the sales reps try to break this rule, they should get an error message when they click Save on the Quote Line Editor.
Can you make more than one error condition?
That’s fine, you can make as many as you need. However, if you have more than one error condition, you have to tell CPQ how many need to pass in order for the rule to run. For some rules, passing any of the tests means they should run. For other rules, all tests need to pass.
Learning Objectives
Under The Right Conditions
Create Your First Error Condition
Pulling Data Into A Testable Object
Advanced Conditions
Resources
- Error conditions are all about comparing two pieces of data. When you create your first error condition, you need to tell CPQ what data to look at, and how to compare it. For this exercise, you need to look at the quote line’s product code and compare it to the text CLOUDSTORAGE to see if they’re equal. 1. In the Error Conditions related list, click New. 2. For Tested Object, choose Quot…