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Difficulty: MediumReport Filtering, Filter Logic, and Bucketing

A Salesforce Administrator at a SaaS enterprise is building an Account report for key account managers. The business requirements state that the report must display Accounts that belong to either the 'Healthcare' or 'Financial Services' industry, AND meet at least one of the following criteria: have an Annual Revenue exceeding $10,000,000 OR maintain an active 'Platinum' SLA subscription. The administrator configures the following report filters:

1. Industry EQUALS Healthcare
2. Industry EQUALS Financial Services
3. Annual Revenue GREATER THAN 10000000
4. SLA EQUALS Platinum

Which filter logic expression should the administrator apply to fulfill this exact business requirement?

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

Answer

The expression (1 OR 2) AND (3 OR 4) correctly groups the industry picklist options and the qualifier conditions.
The expression grouping filters 1 and 2 with an OR operator inside parentheses ensures the record matches either specified industry. Similarly, grouping filters 3 and 4 with an OR operator inside parentheses ensures the record fulfills at least one qualifying condition. Joining both parenthesized groups with an AND operator ensures that an account must satisfy both overarching requirements.

Step-by-Step Solution

1
Identify mutually exclusive field criteria requiring OR logic.
Industry equals Healthcare OR Financial Services -> (1 OR 2).
A single Account record cannot have two distinct picklist values simultaneously on a single picklist field.
2
Identify qualification criteria requiring OR logic.
Annual Revenue > $10M OR SLA equals Platinum -> (3 OR 4).
The business rule requires meeting at least one of these two financial/support conditions.
3
Combine both logical groups using AND operator.
(1 OR 2) AND (3 OR 4).
Parentheses enforce group precedence before evaluating the overall AND relationship.

Key Concept

Custom Filter Logic and Boolean Parenthesization in Salesforce Reports
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Topics

Report Filtering, Filter Logic, and Bucketing

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