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.
What are lookup filters in Salesforce?
- beta
- deleted
- deprecated
- deprecatedEditable
- installed
- installedEditable
- released
- unmanaged
What is cross filter in Salesforce?
Cross filters are a great way to connect divided data within Salesforce reporting (and fantastic for deduplicating reports too). Salesforce define Cross Filters as..: “Use Cross Filters to include or exclude records in your report results based on related objects and their fields.” Thanks.
How to filter data from Salesforce in Qlik Sense?
To create a filter condition:
- Select a column from the data columns list and then click the right-facing arrow next to the Filter Conditions table. ...
- Click in the Include/Exclude column to select whether to include or exclude the data that meets this condition.
- Click the Edit Ranges button in the Ranges column.
- The <Name> <Include|Exclude> Ranges window opens. ...
How do I enable filters 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.
Can you filter columns in Salesforce?
When setting up your filter, you can select a single column, multiple columns, or a custom range within and/or across columns. In any case, a filter menu will be placed at the top of each column within the range.
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 create a filter in 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 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 field filter in Salesforce?
Field-to-field filters let you filter a report by comparing the values of two different report fields. For example, see cases modified after closing date by filtering on cases with a last modified date after the closed date.
What is Salesforce filter logic?
0:004:32Add Filter Logic (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFilter logic governs how and when filters apply to your report.MoreFilter logic governs how and when filters apply to your report.
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).
What are cross filters 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.
Can we filter dashboard in Salesforce?
Dashboard filters make it easy for users to apply different data perspectives to a single dashboard. Filtering rules apply to fields from the dashboard's source reports. After filters are defined, a user viewing the dashboard can select a filter to visualize the data of most interest.
How do we filter data for dashboard?
To create a dashboard filter: Click Filter Your Dashboard in the dashboard's right panel (if it's your first filter), or + if you are adding another filter. The Add Filter dialog box is displayed. (Optional) If you have multiple data sources, select the data source that contains the fields you want to filter.
How does dashboard filter work in Salesforce?
Filter a dashboard to analyze the information interactively. After you filter a dashboard, the filtered view is preserved so that the next time you see the dashboard, data is filtered in the same view. There's no need to set up the same filters each time you view your dashboard in Lightning Experience.