How to Add Filters to Dashboards in Salesforce

Julie Contino |
 Learn Salesforce |
 Jun 13, 2022

In today’s video, we’ll show you how to add filters to dashboards in Salesforce. Depending on the use case, you may need to add filters to better understand metrics on your dashboard. Filters can be added when creating or editing your dashboard so dashboard users can apply them when viewing the dashboard. To add filters to dashboards in Salesforce, follow these steps:

1. Click on the dashboard you’d like to edit, then select Edit.
2. In the top-right menu, select + Filter.
3. Select which field you’d like to filter on.
4. Name your new filter.
5. Now assign values to your filter by selecting Add Filter Value, choosing an Operator, and the desired value.
6. Select Apply.
7. When you’re done editing the dashboard, select Save and Done.

Julie Anna Contino

Julie Anna Contino

Jr. Developer

Julie Anna is a junior developer with a passion for learning and problem-solving. She graduated with a Bachelor's degree in Computer Science and has four years of development experience. She's excited to be a part of the Salesforce ecosystem and combine her previous experience with her passion for helping clients thrive.

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