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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Great job ! That very clear :) Thank you
Cross filter is greyed out for me, I cannot understand why.
I'm on trial and I can't repeat this example because the "Add cross filter" option is disabled.
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?