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Difficulty: Very hardReport Filtering, Filter Logic, and Bucketing

Apex Logistics requires an Opportunity report to analyze active pipeline deals. The sales leadership team specifies three strict criteria for records to appear on the report:
1. The Opportunity Stage must be either 'Closed Won' or 'Negotiation/Review'.
2. The deal must either have a Primary Campaign Source specified OR the parent Account's Type must equal 'Strategic Partner'.
3. The parent Account must NOT have any open Cases with a Priority of 'High'.

The administrator created the following field filters:
- Filter 1: Stage equals Closed Won
- Filter 2: Stage equals Negotiation/Review
- Filter 3: Primary Campaign Source not equal to ""
- Filter 4: Account Type equals Strategic Partner

Which custom filter logic grouping and Cross Filter configuration will correctly enforce these requirements?

  1. Filter Logic: (1 OR 2) AND (3 OR 4); Cross Filter: Accounts WITHOUT Cases (Sub-filters: Status not equal to Closed AND Priority equals High)Answer
  2. B
    Filter Logic: 1 OR 2 AND 3 OR 4; Cross Filter: Accounts WITHOUT Cases (Sub-filters: Status not equal to Closed AND Priority equals High)
  3. C
    Filter Logic: (1 OR 2) AND (3 OR 4); Cross Filter: Accounts WITH Cases (Sub-filters: Status equals Closed AND Priority not equal to High)
  4. D
    Filter Logic: (1 AND 2) OR (3 AND 4); Cross Filter: Accounts WITHOUT Cases (Sub-filters: Status not equal to Closed AND Priority equals High)

Answer

Filter Logic: (1 OR 2) AND (3 OR 4); Cross Filter: Accounts WITHOUT Cases (Sub-filters: Status not equal to Closed AND Priority equals High)
The correct response properly groups the alternative Stage picklist values with OR in parentheses, groups the source/type conditions with OR in parentheses, and joins both parenthetical groups with AND. Furthermore, using a 'WITHOUT' Cross Filter on Accounts for Cases with sub-filters specifying open status ('Status not equal to Closed') and high priority ('Priority equals High') accurately excludes any account with an active critical case.

Step-by-Step Solution

1
Group the Stage requirement filters using OR logic inside parentheses.
(1 OR 2) evaluates to TRUE if an opportunity is in either 'Closed Won' or 'Negotiation/Review'.
Single-select picklist values are mutually exclusive, so OR must be used between stages.
2
Group the Campaign / Account Type filters using OR logic inside parentheses and combine with Stage logic using AND.
(1 OR 2) AND (3 OR 4) ensures the opportunity satisfies at least one stage condition AND at least one source/type condition.
Without explicit parentheses, Salesforce default precedence evaluates AND operators before OR operators, corrupting the logical intent.
3
Configure a Cross Filter to exclude related parent Account records having open high-priority cases.
Cross Filter 'Accounts WITHOUT Cases' with sub-filters Status != Closed AND Priority = High isolates accounts lacking active high-priority cases.
To exclude records matching related child object conditions, a WITHOUT cross filter must be used with sub-filters defining the specific negative criteria.

Key Concept

Report Boolean Filter Logic & Cross Filters
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Topics

Report Filtering, Filter Logic, and Bucketing

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