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Filter logic says “1 AND 2 AND (3 OR 4)”. This ensures SFDC applies the first two filters along with the third OR the fourth. You can see our first filter is for customers that are fully deployed or at least have gone through with the purchase of products, our second ensures they are reference accounts, and then we get the account name and industry designation – all in.

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Sep 28, 2020 · Use the “start date relative time periods” field as the field to filter on in the dashboard filter. Then add a filter value like: Contains |0CYTD, -1CYTD – display text: Current and Previous Year. You can use both simple and complex filter values when using the “start date relative time periods” field as your dashboard filter:. Jul 19, 2022 · Usage. If users will be doing any of these tasks, use the Rules, Filters, and Logic guidelines to create an understandable and approachable interface: Setting conditions that will determine a value or execute an action. Creating complex if/else logic without code. Selecting rules to show results from a dataset..

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Click Configure, and then click Application Registry. To add a new application collection: In the Application Registry, click the Salesforce tile. In the Application Name field, enter a name for this Salesforce collection instance. Under Collection Method and Policy, choose which callback URL from which you want to poll.

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Filtering report data gives you complete control over the records your reports display. Add up to 20 filters to any report to make your results as broad or s.

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Sep 24, 2020 · Step 4: Do some real logic. Now that your process has filtered out the noise, you can start to make some real rules. You simply add conditions after the one created in the prior step to make your logic happen. You have access to all of the values on the parent record, including that of the predicted field..

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1. Search for text. 2. Check if an unknown string or character matches a defined set of strings or characters. CONTAINS examples Example of searching for text. CONTAINS (Comments__c,"BadWord") Returns TRUE if "BadWord" is found anywhere in Comments__c. Example of searching for unknown string or characters.

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Filter logic says “1 AND 2 AND (3 OR 4)”. This ensures SFDC applies the first two filters along with the third OR the fourth. You can see our first filter is for customers that are fully deployed or at least have gone through with the purchase of products, our second ensures they are reference accounts, and then we get the account name and industry designation – all in.

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Apr 12, 2018 · Create a list view that filters for this field being true and no matter which user clicks the list view, they will only see the results belonging to their direct reports (if any). Do the same when creating a report, adding a filter for User Manager Check = True. When a user runs the report, they will only see the results belonging to their ....

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Sep 28, 2020 · Use the “start date relative time periods” field as the field to filter on in the dashboard filter. Then add a filter value like: Contains |0CYTD, -1CYTD – display text: Current and Previous Year. You can use both simple and complex filter values when using the “start date relative time periods” field as your dashboard filter:. Nov 26, 2021 · I'm struggling with adding IF, THEN conidition to my HTML Classic Email template and hoping someone can help. I am trying to say if Cohort Owner's name is 'X', then post the X link, if Cohort Owner's name is 'Y', then post the Y link and if Cohort Owner's name is 'Z' then paste the Z link..

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If I'm understanding you correctly, what you want is something like a cross filter against other Opportunities on the same Account. Like sfdcfox says, that's not possible in a report (or with a simple formula). You need a rollup on the Account, which you can then use as a simple filter in the Opportunity report, no XOR required. –. This should be close to what you want. The part before the first comma is the condition that is (IF) true (THEN) the field will be set to the value between the first comma and second comma. If the condition is false (ELSE) the field will be set to the value after the second comma. Try this (not tested).

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Apr 12, 2018 · Create a list view that filters for this field being true and no matter which user clicks the list view, they will only see the results belonging to their direct reports (if any). Do the same when creating a report, adding a filter for User Manager Check = True. When a user runs the report, they will only see the results belonging to their ....

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