As a Salesforce admin, I need to generate an account report to display accounts with the type of ‘account=customer-direct.’ The account rating should be hot, or the account should be from the apparel industry.
To create this type of report, first, we need to apply a filter to each field, and then we can use the add filter logic feature to display the appropriate result in the report.
Here, I will explain filter logic in the Salesforce report and then show you how to add filter logic in the Salesforce report using the above scenario and a step-by-step explanation.
Filter Logic in Salesforce Report
When we have two or more conditions to apply to the report, we can use the add filter logic feature to apply the AND or OR operator. By using AND/OR operators, we can apply complex conditions and filter Salesforce reports.
Adding filter logic helps narrow the report results, ensuring you get the data you need based on multiple criteria.
Example 1: Use Add Filter Logic in Salesforce Report
Here, we will see how to add a filter. When we want any particular value in the report, with that value, other values are optional to each other.
In the following step, I explained how to add filter logic to the Salesforce report using the above example.
- Go to “App Launcher” -> Search “Reports” -> Click on Reports. Then click the New Report button.
- Go to the All category -> to select a Report Type or search accounts. You can select an object on which you want to create a report -> Select Accounts.
- Now, we need to apply filters to each field that we want to display. To add a filter, click on the Filter option, then select fields one by one.
- Here, you can see I have added the following three fields that I specified in the example.
- Type = Customer – Direct.
- Rating = Hot.
- Industry = Apparel.
After applying the filter, you can see that only three records are displayed that meet the filter criteria. But as per our scenario, we want to display the account type as customer—direct and rating = hot OR industry = apparel.