How to Use Cross Filters (Lightning Experience) | Salesforce

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  • Опубліковано 7 вер 2024
  • Use a cross filter to find just the records you need in a report. Cross filters let you fine-tune your results by including or excluding records from related objects, without having to write formulas or code. Please leave a comment, and share the video if you found it helpful! #Salesforce #LightningExperience #Trailhead
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КОМЕНТАРІ • 4

  • @marouazergui4445
    @marouazergui4445 3 роки тому

    Great job ! That very clear :) Thank you

  • @ashrafparuk1073
    @ashrafparuk1073 5 років тому +4

    Cross filter is greyed out for me, I cannot understand why.

  • @slpk
    @slpk 5 років тому +2

    I'm on trial and I can't repeat this example because the "Add cross filter" option is disabled.

    • @jiyaadnaeem4802
      @jiyaadnaeem4802 2 роки тому

      Did you select Accounts as your report, and also does your org have opportunities and activities data tied to Accounts? Maybe there isn't any activities or opportunities?