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Difficulty: Very hardReport Filtering, Filter Logic, and Bucketing

A Salesforce Administrator at Global Enterprise Solutions needs to construct an Opportunity report that meets three specific criteria from executive leadership:

1. Display Opportunities with an Amount greater than $250,000 OR Opportunities owned by the Enterprise Sales Team.
2. Exclude any Opportunities where the Stage is Closed Lost.
3. Include only Opportunities associated with Accounts that have at least one open Support Case.

Which TWO report filtering and filter logic configurations must the administrator apply to fulfill these business requirements?

  1. Configure standard field filters with Filter Logic set to (1 OR 2) AND 3, where Filter 1 is Amount > 250000, Filter 2 is Opportunity Owner Team equals Enterprise Sales, and Filter 3 is Stage not equal to Closed Lost.Answer
  2. B
    Set the custom Filter Logic to 1 OR (2 AND 3), where Filter 1 is Amount > 250000, Filter 2 is Opportunity Owner Team equals Enterprise Sales, and Filter 3 is Stage not equal to Closed Lost.
  3. Add a Cross Filter for Accounts with Cases, and apply a sub-filter on Cases where Closed equals False.Answer
  4. D
    Create a Bucket Field on the Account object to aggregate related Case statuses and filter the report where the Bucket Field equals Active Cases.

Answer

The administrator must set the custom field filter logic to group the value and ownership conditions together using parentheses before evaluating the stage exclusion, configured as (1 OR 2) AND 3. Additionally, to filter parent Account records based on criteria on the related child Case object, the administrator must add a Cross Filter for Accounts with Cases alongside a secondary sub-filter restricting Cases to those where Closed equals False.
The solution requires properly structured Boolean operator precedence using parentheses so that Stage exclusion is enforced regardless of which criteria qualified the opportunity. Additionally, filtering across parent-child object boundaries (Accounts with open Cases) strictly requires a Cross Filter with secondary sub-filters on the related entity.

Step-by-Step Solution

1
Analyze field filter logic requirement for boolean condition evaluation.
Requirements 1 and 2 state: (Amount > $250,000 OR Owner = Enterprise) AND (Stage != Closed Lost).
Parentheses are mandatory around the OR conditions to ensure the AND condition applies globally to both branches.
2
Evaluate relationship filtering capability for Accounts with open Cases.
Child object filter conditions require Cross Filters.
Standard field filters and bucket fields cannot evaluate presence or field values of child records (Cases) under parent objects (Accounts).
3
Configure the Cross Filter and sub-filter.
Add 'Accounts with Cases' Cross Filter with sub-filter 'Closed equals False'.
This restricts the report results to only include Opportunities whose Accounts possess open Cases.

Key Concept

Report Boolean Filter Logic & Cross Filtering
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Topics

Report Filtering, Filter Logic, and Bucketing

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