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Difficulty: HardReport Filtering, Filter Logic, and Bucketing

A Salesforce Administrator at a global logistics firm is configuring an Account report to support an executive review of strategic client accounts. The executive team requires the report to list Accounts meeting all of the following requirements:
1. The Account Type must be either 'Technology Partner' OR the Annual Revenue must exceed 10,000,000.2.TheAccountRatingmustNOTbe′Inactive′.3.TheAccountMUSThaveatleastonerelatedOpportunitythatis′ClosedWon′withanAmountgreaterthan10,000,000. 2. The Account Rating must NOT be 'Inactive'. 3. The Account MUST have at least one related Opportunity that is 'Closed Won' with an Amount greater than 100,000.

The report builder currently has three standard field filters defined:
1. Type equals Technology Partner
2. Annual Revenue greater than 10000000
3. Rating not equal to Inactive

Which configuration of Filter Logic and Cross Filters should the administrator apply to meet the requirements correctly?

  1. Set the filter logic to (1 OR 2) AND 3, and add a Cross Filter configured as 'Accounts with Opportunities' filtered by Stage equals Closed Won AND Amount greater than 100000.Answer
  2. B
    Set the filter logic to 1 OR (2 AND 3), and add a summary formula to evaluate whether the Account has Closed Won Opportunities greater than $100,000.
  3. C
    Set the filter logic to (1 OR 2) AND 3, but remove all Cross Filters and rely on dynamic dashboard running user security settings to isolate accounts with qualifying Opportunities.
  4. D
    Set the filter logic to (1 AND 2) AND 3, and add a matching rule filter on the Account object to capture associated Opportunity details.

Answer

Set the filter logic to (1 OR 2) AND 3, and add a Cross Filter configured as 'Accounts with Opportunities' filtered by Stage equals Closed Won AND Amount greater than 100000.
The requirement asks for Accounts that satisfy (Type = 'Technology Partner' OR Annual Revenue > 10M)whilesimultaneouslyrequiringRating!=′Inactive′.Encapsulatingfilters1and2withinparenthesesas(1OR2)AND3correctlyreflectsthislogic.Furthermore,determiningwhetheranAccountpossessesrelatedOpportunityrecordsmeetingspecificcriteria(Stage=ClosedWonandAmount>10M) while simultaneously requiring Rating != 'Inactive'. Encapsulating filters 1 and 2 within parentheses as (1 OR 2) AND 3 correctly reflects this logic. Furthermore, determining whether an Account possesses related Opportunity records meeting specific criteria (Stage = Closed Won and Amount > 100k) requires a Cross Filter ('Accounts with Opportunities') with nested sub-filters.

Step-by-Step Solution

1
Analyze the Boolean logical requirements for the primary Account object field filters.
Requirements state that Type equals 'Technology Partner' OR Annual Revenue > $10,000,000 must be grouped together, and the result must be combined with Rating != 'Inactive'.
Without parenthesizing (1 OR 2), standard operator precedence would evaluate AND before OR, causing logic flaws.
2
Formulate the correct Boolean filter logic string.
The filter logic must be configured explicitly as (1 OR 2) AND 3.
This guarantees that an account matching either attribute (Type or Revenue) must also have a Rating other than Inactive.
3
Determine how to enforce the related object requirement (Accounts with Closed Won Opportunities > $100,000).
Add a Cross Filter on the Account report: 'Accounts with Opportunities', with secondary sub-filters: Stage equals Closed Won AND Amount > 100000.
Cross filters allow filtering parent records based on the presence, absence, or field values of related child records.

Key Concept

Report Filter Logic & Cross Filters
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Topics

Report Filtering, Filter Logic, and Bucketing

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