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Difficulty: EasyReport Filtering, Filter Logic, and Bucketing

A Salesforce Administrator needs to filter an Opportunity report to display deals that belong to the 'Technology' Industry, and are either in the 'Closed Won' stage OR have an Amount greater than $100,000.

The administrator adds the following field filters to the report:
1. Account Industry equals Technology
2. Stage equals Closed Won
3. Amount greater than 100000

Which filter logic pattern must the administrator configure to achieve this requirement?

  1. 1 AND (2 OR 3)Answer
  2. B
    (1 AND 2) OR 3
  3. C
    1 OR (2 AND 3)
  4. D
    1 AND 2 AND 3

Answer

1 AND (2 OR 3)
The expression '1 AND (2 OR 3)' ensures that every record in the report belongs to the Technology industry (Filter 1), while meeting at least one of the secondary criteria: Closed Won stage (Filter 2) or Amount over $100,000 (Filter 3).

Step-by-Step Solution

1
Identify mandatory criteria vs. optional alternative criteria
Filter 1 (Account Industry equals Technology) is mandatory. Filter 2 (Stage equals Closed Won) and Filter 3 (Amount greater than 100000) are alternatives.
The business rule requires Technology industry accounts in all cases, combined with either stage or amount conditions.
2
Group alternative criteria using parentheses
(2 OR 3)
Combining Filter 2 and Filter 3 with an OR operator inside parentheses ensures they are evaluated together as a single logical unit.
3
Combine mandatory criteria with the grouped alternatives
1 AND (2 OR 3)
Using AND between Filter 1 and the grouped (2 OR 3) expression ensures Filter 1 is required alongside either Filter 2 or Filter 3.

Key Concept

Report Filter Logic and Boolean Operator Grouping
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Topics

Report Filtering, Filter Logic, and Bucketing

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