Dashboard Dojo – Fun with Filters

‘Filters first’ is a very good mantra when reporting. Salesforce provides a variety of standard and custom filter options, including Role Filters, filters on Custom Fields, and Cross Filters. They also provide us with Filter Logic, Relative Date Values, and Field to Field filtering to refine our searches, and they give end users options once Reports have been run. In this Dashboard Dōjō session we’ll practice diving down to the desired results with Report Filters, and also play with Dashboard Filters.