Field filters in Maps Marker Layer builder

Note: Long Text Area fields cannot be filtered in Salesforce Maps.

If the Marker Layer is being built on the Account object, the user can access any Account level field with Field Filters.

1. Edit a particular Marker Layer
2. Select Field Filters under the Filters tab
3. Choose the available field, select the operator and add a filter value.

Field Filters also allow a user to look up the data structure. Typing the word Lookup into the filter box will display all lookup fields on the object. Selecting the lookup field will allow the user to add additional filters from a related object via a lookup relationship. The below example shows how to create an Account report with a filter for a specific user based on the User table.

1. Create a Marker Layer based on the Account object
2. Select Field Filters under the Filters tab
3. Select the ‘Owner Id’ lookup field on the Account object. A new dropdown field will appear below.
4. All related User object fields will show in the dropdown. Select ‘Username’.
5. Select the ‘equals’ operator and enter a specific User name to show all the Accounts owned by that user.

Field Filters can be organized using Filter Logic to accommodate for more complex Marker Layers.

1. Create a Marker Layer based on the Account object.
2. Select Field Filters under the Filters tab.
3. Create multiple filter conditions using +Add Condition Button.
   • Example - 1. ‘Industry’ equals ‘textile’ and 2. ‘Ratings’ equals ‘Hot’
4. Select Custom Logic Is Met under the Take Action When dropdown.
5. Use Boolean operators to manage your Custom Filter logic. Example - (1 OR 2).

 If state and country picklist are enabled, using State/Province two-digit code (example: MO for Missouri) you may see data if a state or province in another country has the same code, for example, MO for Morales, Mexico, filtering on one of the states or provinces can return data for the other.  It is recommended to add the country to the filter criteria to ensure the expected data is returned.

See Also
Apply Field Filters to Maps Marker Layers in Salesforce Maps