How do I add a filter to a report?
On 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 next to the filter field and select a filter. In our account filter example, you’d select Industry.
How do I create a filter for a field?
Click Add Filter and select a Field Filter from the list. In our account filter example, you’d select Industry. Which filters are available in your organization depends on the fields that your administrator set up for account records. Select an operator for the filter and type the filter value in the next field.
How do I create a lookup filter in Salesforce?
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. You’ve taken care of Noah’s request by creating a lookup filter.
How do I filter contacts related to a specific account?
Add a filter to the case Contact Name field so that users can only select contacts related to the account selected in the case Account Name field. While still viewing the Case object, select Fields & Relationships. Select Contact Name, then click Edit. In the Lookup Filter section, click Show Filter Settings.
How do I add or 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 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 you add or report in Salesforce?
0:023:49How to Build a Report in Lightning Experience | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd click new report then choose report type be sure to choose the right report type because itMoreAnd click new report then choose report type be sure to choose the right report type because it determines which records your report returns like accounts or opportunities.
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 write logic in Salesforce?
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 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 do I add a cross filter to a Salesforce report?
Add Cross FiltersClick Reports, then find your Cases by Status report and click Edit.To open the Filters pane, click Filters.Click. and select Add Cross Filter.Leave with as the operator and select Activities as the secondary object.Click Apply.Click Save & Run.
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 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 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.
What is a cross filter?
0:004:34How to Use Cross Filters (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn this demo we'll show you some ways to narrow down a search to find just the records you needMoreIn this demo we'll show you some ways to narrow down a search to find just the records you need together we'll create an exception report to find accounts that don't have any contacts listed.
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.
Follow Along with Trail Together
Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.
Introduction
Lookup filters limit the records available in the lookup. A lookup filter can reference other fields on the same record (source); fields on the records of the lookup object (target); fields on the user's record, profile, and role; and fields on records directly related to the target object.
Create a Lookup Relationship
Create a new Backup Agent field that looks up to the User object, editable by Support Users only.
