6 : Report Filters in Salesforce | Field, Cross & Locked Filters Explained | Salesforce Reports скачать в хорошем качестве

6 : Report Filters in Salesforce | Field, Cross & Locked Filters Explained | Salesforce Reports

In this Salesforce tutorial, we deep dive into Report Filters — a powerful way to narrow down data and extract exactly what you need. Whether you're filtering by values or fields, building complex filter logic with AND/OR/NOT conditions, or locking filters to control data visibility, this video walks you through it all step-by-step. 🔎 What You'll Learn: How to add basic and dynamic field filters Using filter logic (AND, OR, NOT) in reports Locking filters to restrict user changes Best practices for building flexible, clean Salesforce reports 📊 Perfect for Salesforce Admins, Analysts, and anyone working with Salesforce Lightning Reports! 🔹 Timestamps: 0.00 - Introduction to report filters in Salesforce 0.14 - Importance of filters and real-world examples 0.45 - Two ways to filter reports (Builder vs. Viewer) 1.00 - Creating a report with filters 1.15 - Adding a basic field filter (Amount greater than 50,000) 2.24 - Using dynamic field comparison (Amount greater than Expected Revenue) 3.26 - Introduction to complex filter logic 4.00 - Creating AND condition with Amount and Stage 4.50 - Adding OR condition using filter logic 6.00 - Fixing conflicts in filter logic setup 7.00 - Verifying correct results from OR condition 7.31 - Using NOT operator in filter logic 8.42 - Getting the same result with cleaner logic 9.11 - Locking filters to prevent editing during report run 10.12 - Demonstrating how locked filters behave when viewing 📺 Watch the Full Playlist 🔗    • Channel Intro | Announcement of New Series...   🔗 Useful Links 🌐 Visit My Website: https://sk-daud-hassan-dev-ed.develop... 🤝 Connect With Me:   / skdaudhassan   #Salesforce #SalesforceReports #SalesforceAdmin #salesforcedeveloper