Salesforce Report Filter: Case Sensitivity Explained

Salesforce Report Filter Case Sensitivity

Question

Salesforce report filter is case sensitive.

Answers

Explanations

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A. B.

Correct Answer: B

Salesforce report filter is not case sensitive.

If you are filtering for any state, for example, that contains NE this will return matches for “NE” but will also return records with any instances of NEWYORK and NEWJERSEY and NEWWHAMPSHIRE since they all contain NE in their name.

Reference:

The answer to this question is A. True.

Salesforce report filters are case sensitive by default, which means that if you have a filter that includes a field value with a specific case, the filter will only return results that match that exact case. For example, if you have a filter on the "Industry" field with a value of "Technology," the filter will only return results with the exact spelling "Technology" and not "technology" or "TECHNOLOGY."

However, there are some options to make Salesforce report filters case-insensitive. One option is to use a formula field to convert the text field to all lowercase or all uppercase before filtering. Another option is to use the "CONTAINS" operator instead of "EQUALS" operator, which allows you to search for a substring within a field value regardless of case.

It is important to note that the case sensitivity of report filters may vary depending on the data type and field properties of the field being filtered. For example, some fields may be case-sensitive by default, while others may have case-insensitive options available. Therefore, it is recommended to check the documentation or seek guidance from a Salesforce expert if you are unsure about the case sensitivity of a particular field.