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Difficulty: MediumReport Filtering, Filter Logic, and Bucketing

A Salesforce Administrator at a software licensing company is configuring an Opportunity report. The sales director needs the report to display deals where either (1) the Stage is 'Closed Won' AND the Amount is greater than $50,000, OR (2) the Stage is 'Negotiation/Review' AND the Forecast Category is 'Commit'. Additionally, the report must only display Opportunities associated with Accounts that have at least one open Support Case. Which combination of filter features should the administrator configure to satisfy these business requirements?

  1. Add individual field filters for each criterion, apply Filter Logic using parentheses as (1 AND 2) OR (3 AND 4), and add a Cross Filter for Accounts with Cases filtered by Open equals True.Answer
  2. B
    Create a summary formula field on the report to evaluate the condition (1 AND 2) OR (3 AND 4), and use standard field filters to restrict the Accounts by Case status.
  3. C
    Set up Dynamic Forms component visibility rules on the report page to enforce (1 AND 2) OR (3 AND 4), then filter Accounts using a standard lookup filter.
  4. D
    Configure the dynamic dashboard running user security settings to automatically apply the (1 AND 2) OR (3 AND 4) criteria based on user role hierarchy.

Answer

Add individual field filters for each criterion, apply Filter Logic using parentheses as (1 AND 2) OR (3 AND 4), and add a Cross Filter for Accounts with Cases filtered by Open equals True.
The solution requires custom Filter Logic with parentheses—specifically (1 AND 2) OR (3 AND 4)—to properly evaluate the two multi-condition deal criteria. To filter parent Accounts based on the existence of open related Cases, a Cross Filter ('Accounts WITH Cases') with a secondary sub-filter ('Open equals True') is required.

Step-by-Step Solution

1
Define row-level field filters for the opportunity conditions
Filter 1: Stage equals Closed Won; Filter 2: Amount > 50000; Filter 3: Stage equals Negotiation/Review; Filter 4: Forecast Category equals Commit.
Each specific field requirement must be established as a numbered filter before logic can be applied.
2
Apply custom Filter Logic
Filter Logic statement: (1 AND 2) OR (3 AND 4).
Parentheses ensure that the AND conditions are evaluated together before evaluating the OR condition between the two distinct business scenarios.
3
Add a Cross Filter for related object requirements
Cross Filter set to 'Accounts WITH Cases', with a sub-filter of 'Open equals True'.
Cross Filters allow filtering of a primary object based on the presence or absence of related child records.

Key Concept

Report Filter Logic and Cross Filters
Estimated Time:1m 30s
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Topics

Report Filtering, Filter Logic, and Bucketing

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