• Consulting
    • Digital Client
    • Digital Financing
    • Digital Business Analysis
    • ECM/DMS
    • Adoption
    • Information Services and Digital
    • Testing Consultancy
    • Sourcing
  • Salesforce Solutions
    • Salesforce
    • MuleSoft
  • EI-Workplace Solutions Employé Digital
  • Training
    • Presentation
    • Salesforce
  • Partners
  • Digitally Driven - Blog
  • AppInovation
  • Company
    • History
    • The Founders
    • Key Figures
  • Join us
  • Blog
  • News
  • Clients
  • Contacts
logo EI-Technologies Adapt your business to the digital revolution
fren
Menu

Cross Filters

    • Home
    • Training
    • Abécédaire Salesforce ADX211
    • Cross Filters

Cross Filters

Cross filters can be defined to only show parent records that have or do not have a related child record.

Classic filter operators include Equals, Greater than, Less than, etc … The key features of cross filters are the operators WITH and WITHOUT.

Therefore, it is possible to exclude certain results: lost any Account without a related Contact.

Subfilters can be added to further filter by field on the child object. Subfilters allow, for example, to list in a report just the Accounts without closed won opportunities.

If you have a cross filter of Accounts with Opportunities, you can add an opportunity subfilters to see just those opportunities that are not gained allow reports to appear in a report without any won opportunities gained.

Example: We want to target in our next campaign, accounts that have no ongoing business. To bring out those accounts that have no related open opportunities, we will need to create a report showing the accounts with no current opportunities. 

NB: you can define up to 3 cross filters per report, each cross filter can have up to 5 subfilters. Subfilters apply only to the child object.

  • Company
    • History
    • The Founders
    • Key Figures
  • Join us
  • Blog
  • News
  • Clients
  • Contacts
  • COOKIES PREFERENCES
  • Privacy and data protection policy
  • Legal notices
  • Follow us

We are using cookies to give you the best experience on our website.

You can find out more about which cookies we are using or switch them off in settings.

EI-Technologies
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.

3rd Party Cookies

This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages.

Keeping this cookie enabled helps us to improve our website.

Please enable Strictly Necessary Cookies first so that we can save your preferences!