How to Apply Filter Quotation Mark in Salesforce Report

When we work on filters the quotation mark filter is used to search for absolute value in the reports or the list view filter. For example, if we want to search comma-separated value then we can use quotation mark filter for absolute result.

In this Salesforce tutorial, we will learn about the Quotation Mark Filter in Salesforce Report, what is quotation mark filter, and what its uses are. additionally, we will see step-by-step how to apply filter quotation marks in Salesforce Lightning and Salesforce Classic.

Filter Quotation Mark in Salesforce Report

What is a quotation mark filter in Salesforce?

Sometimes, when we want to search for any text value in a Salesforce report, as a result, it shows multiple records related to that text value, and if you want to output as absolute value as it is at that time, we can use a quotation mark filter.

Scenario

Let’s understand with an example, for a text value that contains a comma, you want to search as an absolute value, then you need to use a quotation mark filter.

  • Without using a quotation mark filter, you want to search the company name with the comma-separated text value like Intel ​Corporation, USA you will not get results with this name as an output.
  • Using a quotation mark filter, When you search comma-separated text values like Intel ​Corporation, USA, you will get absolute value as a result.
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What are the uses of quotation mark filters in Salesforce?

  • In your report, you have multiple records. Some text value contains the comma, and we need to filter those records. Then, we can simply search text with quotation marks for absolute text value.
  • This enables the user to narrow down our data and makes it more straightforward to analyze data. It makes our task easier.

How to Apply Quotation Mark in Filter Report Salesforce Lightning

Using the following steps, we will see step by step how to apply quotation mark filter with example.

1. Go to “App Launcher” -> Search “Reports” -> Click on Reports.

Create quotation mark filter in Salesforce

2. Go to All category -> to select a Report Type, Search “Accounts“, you can search on which object you want to create a report. -> Select Accounts.

Apply quotation mark filter in Salesforce

3. To apply the Filter the text values, click on the Filter option. Then select based on which Field you want to filter records. Here, I have selected Account Name.

4. Select Operator “equals” and enter the comma-separated value first without using the quotation mark. Here, I have entered United Oil & Gas, Singapore. -> Click on the Apply button.

Apply without using quotation mark filter in Salesforce

5. You can see in the result No records were returned.

Result without using quotation mark filter in Salesforce

6. Now, we will use the quotation mark. You can see I have used the same field and name and also I have used quotation marksUnited Oil & Gas, Singapore“. Then click on the Apply button.

Apply with using quotation mark filter in Salesforce

7. You can see the result as an output. It shows the absolute value, which I want to filter.

Result with using quotation mark filter in Salesforce

This is how we can apply the quotation mark filter in Salesforce Lightning.

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How to Apply Quotation Mark in Filter Report Salesforce Classic

Using the following steps, we will see how to apply a quotation mark filter with an example.

1. Go to All Tabs -> You will see the “Reports” tab -> Click on the Reports tab.

Create quotation mark filter in Salesforce Classic

2. Then click on the “New Reports” button to create a new report.

Create New quotation mark filter in Salesforce Classic

3. Select the Object, here I have selected “Leads” Object -> Click on the Create button.

quotation mark filter report in Salesforce Classic

4. Here, we want to search for a text value that contains a comma in it. For that, click on the Filter option. -> Then select Field; here, I have selected Title field.

Select Operator as equals and enter the Title name without using a quotation mark VP, Technologies. Click on the OK button.

Quotation mark filter in Salesforce Classic

5. You can see here there is no record to display.

Use quotation mark filter in Salesforce

6. Now, we will search comma-separated text values using the quotation mark. Here I have entered “VP Technologies”. Then click on the OK button.

Use quotation mark filter in Salesforce Classic

7. We can see all records displayed that contain the comma as it is.

Apply quotation mark filter in Salesforce Classic

This is how we can apply a quotation mark filter in Salesforce Classic.

Conclusion

I hope in this article, you have got an idea about a quotation mark filter in Salesforce Report, what is a quotation mark filter, where we can use it, and what are uses of it; we have also seen how to apply a quotation mark in Salesforce Lightning and Salesforce Classic.

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