Understanding Salesforce Filter Logic

Correct Answer: B

AND/OR operators filter the way data is being shown.

Where AND finds records that match both values OR finds records that match either value.

Other options are incorrect because Filter logic isn't available for all filters.

For example, you can't use them for roll-up summary fields.

On reports, where object A may or may not have object B, you can't use the OR condition to filter across multiple objects.

For example, if you enter filter criteria where Account Name starts with M OR Contact First Name starts with M, an error message displays informing you that your filter criteria is incorrect.

Reference:

Filter logic in Salesforce is a powerful tool that allows users to filter records based on one or more criteria. The correct statement regarding filter logic is B. AND/OR operators can be used to alter how data is being filtered.

When creating a filter in Salesforce, the AND and OR operators can be used to create more complex filtering rules. The AND operator is used when all the criteria must be met for a record to be included in the result set. The OR operator is used when any of the criteria can be met for a record to be included in the result set.

For example, if a user wants to create a filter to show all accounts where the billing country is United States and the account owner's name contains "John", they would use the AND operator to create a filter that combines both criteria. This filter would only include accounts where both criteria are met.

On the other hand, if a user wants to create a filter to show all accounts where the billing country is United States or the account owner's name contains "John", they would use the OR operator to create a filter that combines both criteria. This filter would include accounts where either of the criteria is met.

Filtering in Salesforce can be done on a single object or across multiple objects, depending on the user's requirements. When filtering across multiple objects, users can use cross-object filters to create relationships between the objects and filter records based on related data.

It's important to note that filter logic can be used in many areas of Salesforce, including reports, list views, dashboards, and more. By understanding how filter logic works and how to use the AND and OR operators, users can create more powerful filters that help them find the data they need more quickly and efficiently.