Salesforce - how to use filter logic in salesforce



Guide

  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.

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