Salesforce Filter
Expression Grid
| Column | Description |
|---|---|
| Logic | Select the logical conjunction to be used to combine the expressions from the dropdown |
| Field | Select the field on which the filter is to be applied from the dropdown |
| Operator | Select the conditional operator to be used in the expression from the dropdown |
| Value | Specify the value of the selected field to filter |
Logical Conjunctions
| Option | Description |
|---|---|
| AND | Performs logical AND operation between the fixed terms |
| OR | Performs logical OR operation between the fixed terms |
| NOT | Performs logical NOT function on the current expression |
Salesforce Filter
Using this activity, users can build and apply the filter criteria to extract the specific records. Click on the Filter button available as part of the body of this activity to create your filter expressions. Fields change based on the selected record.
Number of Records
Apply filter by setting the number of records to be fetched, satisfying the specified filter condition. Otherwise, it brings all the records satisfying the filter condition.
Building filter expressions
- Click on the + button available in the dialog
- Select the field from the dropdown and apply the filter to the record.
- Select the conditional operator from the dropdown
Note: The conditional operator list dynamically changes based on the field selected
- Specify the value to be used for the filter
Note: You can build complex expressions by adding more expressions combined with appropriate conjunctions.
- Click on the + button
- Select the conjunction from the dropdown
- Continue building expressions