Filter Your Report: 🔎 Filter Your Reports in Salesforce | Complete Salesforce Trailhead Guide
Автор: The Declarative Academy
Загружено: 2025-12-14
Просмотров: 785
Описание:
In this video, we focus on one of the most important reporting skills in Salesforce — filtering your reports. Filters help you cut through the noise and make sure users only see the data that actually matters.
We’ll break down report filters in plain English and show you how to apply them correctly in Salesforce Lightning Experience, whether you’re filtering by dates, owners, statuses, or custom fields.
🔑 What you’ll learn:
The different types of report filters in Salesforce
How to use standard filters vs field filters
Best practices for filtering reports accurately
Common mistakes to avoid when building filtered reports
📚 Based on the Trailhead unit: https://tinyurl.com/ahp8t9dk
🎯 Perfect for Salesforce Admins, report builders, and anyone preparing for the Admin certification exam.
👉 If this helped, don’t forget to Like 👍, Subscribe 🔔 to The Declarative Academy, and continue to the next video where we look at report formats and grouping data.
#Salesforce #ReportFilters #SalesforceReports #LightningExperience #SalesforceAdmin #Trailhead #DeclarativeAcademy #CRM #AdminCertification
Main Theme (Overture) | The Grand Score by Alexander Nakarada
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