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Difficulty: MediumReport Filtering, Filter Logic, and Bucketing

A Salesforce Administrator at an event management software company is creating an Opportunity report to highlight key deals for executive review. Management requires the report to display Opportunities that meet all of the following conditions:

- The Stage is either Closed Won or Proposal/Price Quote.
- The Amount is greater than $50,000.
- The Type is either Existing Customer - Upgrade or Existing Customer - Replacement.

The administrator creates the following individual field filters on the report:

1. Stage equals Closed Won
2. Stage equals Proposal/Price Quote
3. Amount greater than 50000
4. Type equals Existing Customer - Upgrade
5. Type equals Existing Customer - Replacement

Which filter logic configuration should the administrator apply to meet the business requirements?

  1. (1 OR 2) AND 3 AND (4 OR 5)Answer
  2. B
    1 OR 2 AND 3 AND 4 OR 5
  3. C
    (1 AND 2) OR 3 OR (4 AND 5)
  4. D
    (1 OR 2 OR 3) AND (4 OR 5)

Answer

The custom filter logic must be configured as (1 OR 2) AND 3 AND (4 OR 5).
The expression (1 OR 2) AND 3 AND (4 OR 5) uses explicit parentheses to create three distinct criteria groups. The Stage criteria (filters 1 and 2) are evaluated as a logical unit where either stage is acceptable. Similarly, the Type criteria (filters 4 and 5) are evaluated as a logical unit. The AND operators mandate that the record must simultaneously satisfy the Stage group, the Amount threshold (filter 3), and the Type group.

Step-by-Step Solution

1
Analyze the Stage requirements
Since an Opportunity Stage can be either Closed Won OR Proposal/Price Quote, group filters 1 and 2 as (1 OR 2).
Parentheses ensure that meeting either Stage condition satisfies the Stage criteria group.
2
Analyze the Type requirements
Since the Opportunity Type can be either Existing Customer - Upgrade OR Existing Customer - Replacement, group filters 4 and 5 as (4 OR 5).
Parentheses ensure that meeting either Type condition satisfies the Type criteria group.
3
Combine all three required conditions with AND logic
Join the grouped Stage logic, the Amount filter (filter 3), and the grouped Type logic together: (1 OR 2) AND 3 AND (4 OR 5).
All three criteria groups (Stage, Amount, and Type) must be met simultaneously for a record to appear in the report.

Key Concept

Salesforce Report Custom Filter Logic and Boolean Parenthesization
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Topics

Report Filtering, Filter Logic, and Bucketing

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