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 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.
We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.