Skip to main content Únase a nosotros en TDX, en San Francisco, o en Salesforce+ los días 5 y 6 de marzo en la conferencia para desarrolladores sobre la era de agentes de IA. Registrarse ahora.

Create a Report with Filter Logic

Ada Balewa is a product support specialist at Ursa Major Solar and she wants to monitor support cases for their energy and electronics industry customers that have not yet been escalated. She would like to exclude any structural defects from the report. (You can set up the conditions in multiple ways; we're doing it this way so you can see how filter logic works.)

  • Create a Cases report.
  • Set the Units standard filter to Days.
  • Verify that the following fields are included:
    • Industry
    • Status
    • Type
  • Set up the following custom filters in this order:
    • Industry: Equals Energy
    • Industry: Equals Electronics
    • Status: Not equal to Escalated
    • Type: Equals Structural
  • Add the following filter logic:
    • (1 OR 2) AND 3 AND NOT 4
  • Save the report in a shared folder.
    • Report name: Cases by Status
    • Folder: Public Reports

train 2 Mike Torres

Created on 7/12/2024

Launch

Challenge not yet complete in train 2 Mike Torres

We couldn’t find the Industry column on the Cases by Status report.

 

I have the industry fields add it as per request on teh report, I will highlly appriociate your help

 

#Trailhead Challenges

7 respuestas
  1. 4 mar 2019, 2:00
    Hi Ramya A ,

     

    Also make sure the custom field label and api name as per the module and also profile level permission (visibility)

     

    Thanks & Regards,

     

    Sakthivel Madesh
  2. 1 mar 2019, 0:28
    @Ramya A 

     

    By seeing the error, the fields have some naming error. Please create the same as below

     

    @Ramya A By seeing the error, the fields have some naming error.

     

    Thank you
  3. 4 mar 2019, 7:45
    It worked thank you. i was getting error because of field level visibility

     

     
  4. 1 ago 2023, 13:02

    @Raju Kona

     

    I am getting the same error "The Suggestion custom object does not contain the correct set of custom fields. Tip: check for typos in the field names."

    I checked your solution but I do not see "Number of days Open" field in the module, also what formula to add for this field? please guide

  5. 4 mar 2019, 14:51
    @Ramya A,

     

    Close this thread. 

     

    Thank you
  6. 4 mar 2019, 7:29
    Thank you Raju and Madesh . Will check as per your suggestions and hope it will be solved.
0/9000