Filter logic governs how and when filters
applied to your report, consider this opportunity
pipeline report, which already has a few filter
set. Add filter logic by clicking more
options than add filter logic. Filter.
Logic on lee applies to custom filters,
so it doesn't change how. Standard filters and
cross filters applied to a report. Here.
The report is filtered by opportunity. Owner.
Equals lance park and created
date equals this year. And industry
equals technology and amount is greater
than five hundred thousand notice of the default
logic operators and and it applies filters
in the order, they were added. This is how filters get applied.
Even if you don't add any filter logic to your report.
So your report naturally only shows data that fit
all the criteria. But say, your boss asks
you to focus on opportunities.
Outside the technology industry used
not to reverse how the filter gets applied,
or even reverse an entire filter. Logic statement.
To see opportunities that meet all these criteria,
but which aren't in the technology industry. Edit
the filter logic to read. Not three, and
one, and two, and four now you report
on lee shows lance's opportunities that are
worth more than five hundred thousand dollars and industries.
Other than technology. As the customer service
manager at ursa major solar, lance
wants to know which cases your team should focus
on resolving. First, he wants to see cases that
have been modified this year and her either high
priority or escalated. But his report is
blank. Because
of filtering for high priority escalated cases
that were last modified this year. To broaden the search,
use, or let's apply or to reflect this.
Year's. Cases that are other high priority or
have been escalated. First opened the more options
venue. Select.
Add filter logic and enter one and
two or three into the edit filter. Logic
panel. We're not done yet because, without parentheses,
filter logic would return results where case last
modified day equals this year, and escalated
equals true, or simply all cases, where
priority equals high filter logic uses
a simplified order of operations.
Where values in parentheses are always
assess before those that fall outside of them.
To be sure, the report shows the data we want. Add
parentheses around two or three, then
click apply. Now, the report returns. Cases
that were last modified sometime this year, and
our other high priority, or have been escalated.
Let's, tackle a more advanced example. So
you work as a sales manager for a company that
sells solar panels and primarily deals
and three industries. Agriculture, apparel
in retail. Your ceo, cda, naga
pollen, alvarez.
Thinks one of the company's latest products would
be perfect for accounts related to apparel or
retail. But because of a conflict of interest, she's
warned you not to include agricultural accounts.
In your report, she's also asked you to limit
the report. Data. Toe only include large accounts,
which were defined as those with at least one million
dollars in annual revenue, or those with more than
a thousand employees opened the more options
menu and select.
Add filter logic. Start by grouping the
filter element sita has asked about. She wants
to see accounts in apparel or retail, so
let's put them together in parentheses. Then group,
the annual revenue and employees filters
together. Ad
and between filter groups to properly separate
them, then group the entire function in another
set of parentheses. Finally, sita has
asked you to exclude agriculture. So apply
the not operated before the funk.
Shin. To insure filter, one is left out from
the report. Attach the
condition to the function with, and then click apply.
Run the report to see a complete list of all
the accounts that meet sita's specifications,
it looks like there are twelve accounts. The company's new product
would be perfect for its going to be a great year
for ursa major solar. For more information on
filter logic, including other examples of how
to use it. See these topics in the sales force help
or join us on the trail. A trailblazer dot salesforce.
Dot com.