# Salesforce - how to use filter logic in salesforce

> To use filter logic in Salesforce, open a report, click the filter icon, and click the Right Arrow sign to access filter logic controls. Set your logic on the left using fields, operators, AND, OR, and parentheses. Keep the update preview toggle on, run the report, and save.

Canonical: https://livedemo.ai/tutorials/how-to-use-filter-logic-in-salesforce/
Apps: Salesforce
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a517cab56e05a00ffe451/preview?step=1

## Steps

1. Go to Report and select an existing report. (or create a new report.)
2. Click on the filter icon.
3. If you have multiple filters and want to control how they work together, click on the Right Arrow sign .
4. Choose and set the filter logic on the left. ( Groups and Filters )
5. Define your logic using fields, operators.
6. Use AND, OR (and parentheses for complex rules) to define how filters interact.
7. Keep the Update Preview Automatically toggle ON and hit Run.
8. Once happy, click Save and save your report.