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Filter Across Objects with Cross Filters

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Filter Across Objects with Cross Filters

Use a cross filter to fine-tune your results by including or excluding records from related objects and their fields, without having to write formulas or code. You can apply cross filters by themselves, or in combination with field filters.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To add edit, or delete a cross filter in private reports:
Enhanced Folder Sharing
Create and Customize Reports
To add edit, or delete a cross filter in private and public reports:
Enhanced Folder Sharing

Report Builder OR Report Builder (Lightning Experience)

Video icon Watch a video: Watch video demo icon How to Use Cross Filters (Lightning Experience)

To see which accounts have escalated cases, create an accounts report and add a cross filter. Set the cross filter to show accounts with cases. Then, filter cases for status equals escalated.

  1. Create a Cross Filter
    Use cross filters to include or exclude records in your report results based on related objects and their fields.
  2. Edit a Cross Filter
    To change how a cross filter filters the primary or secondary object, edit it.
  3. Delete a Cross Filter
    When you no longer need a cross filter, or a subfilter in a cross filter, delete it.
  4. Example: Use WITH in Cross Filters
    Use cross filters to filter a report by an object's child objects using WITH conditions. For example, filter a report to show just accounts with cases.
  5. Example: Use WITHOUT in Cross Filters
    Use cross filters to filter a report by an object's child objects using WITHOUT conditions. For example, filter a report to show just contacts without activities.
  6. Example: Multiple Cross Filters and a Subfilter
    Use cross filters to filter a report by an object's child objects using both WITH and WITHOUT conditions. For example, filter a report to show accounts that have cases but don’t have activities.
  7. Cross Filter Considerations and Limits
    As you create and work with cross filters, take note of these considerations and limits.
 
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