Question

Difficulty: MediumReport Filtering, Filter Logic, and Bucketing

A Salesforce Administrator at a commercial property management company is tasked with configuring an Account report for the regional operations team. The report must include accounts that meet the following criteria:
1. Account Rating is equal to 'Hot' OR Annual Revenue is greater than $10,000,000.
2. Account Type is equal to 'Commercial Tenant'.

The administrator creates the following field filters on the Account report:
Filter 1: Rating equals Hot
Filter 2: Annual Revenue greater than 10,000,000
Filter 3: Type equals Commercial Tenant

Which custom filter logic statement must the administrator apply to return only the records matching the business requirement?

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

Answer

The custom filter logic statement '(1 OR 2) AND 3' correctly groups the optional conditions in parentheses while enforcing the required account type condition.
Enclosing Filters 1 and 2 in parentheses creates a single logical evaluation unit for the disjunctive 'Hot rating OR high annual revenue' criteria. Combining this unit with AND 3 ensures that every returned account fulfills the mandatory Type requirement.

Step-by-Step Solution

1
Identify the disjunctive (OR) requirement
Filters 1 (Rating equals Hot) and 2 (Annual Revenue > 10,000,000) are alternative conditions.
The business prompt specifies that accounts meeting either rating or revenue thresholds qualify.
2
Identify the conjunctive (AND) requirement
Filter 3 (Type equals Commercial Tenant) is mandatory for all returned records.
The business prompt requires that every qualifying record must be a Commercial Tenant.
3
Apply parenthesization to maintain correct operator precedence
Combine as (1 OR 2) AND 3.
Parentheses force the evaluation of the OR clause prior to evaluating the mandatory AND clause.

Key Concept

Boolean filter logic parenthesization and operator precedence in Salesforce Reports
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