Reports & Dashboards for Lightning Experience | Filter Your Report | Trailhead/Salesforce
Автор: Umesh Lad
Загружено: 2024-04-04
Просмотров: 27940
Reports & Dashboards for Lightning Experience | Filter Your Report | Trailhead/Salesforce
Trailmix 2 - Customize Salesforce with Clicks
Filter Your Report
Create a Cases report.
Set the Units standard filter to Days.
Verify that the following fields are included:
Industry
Status
Type
Set up the following custom filters in this order:
Industry: Equals Energy
Industry: Equals Electronics
Status: Not equal to Escalated
Type: Equals Structural
Add the following filter logic:
(1 OR 2) AND 3 AND NOT 4
Save the report in a shared folder.
Report name: Cases by Status
Folder: Public Reports
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This Video for education purposes
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