The operator in a filter is like the verb in a sentence. Operators specify how filter
criteria relate to each other. Refer to this list of filter operators when setting filters on
list views, reports, dashboards, and some custom fields.
Operator
Uses
equals
Use for an exact match. For example, “Created equals today.”
less than
Use for results that are less than the value you enter. For example, “Quota
less than 20000” returns records where the quota field ranges from 0 to
19,999.99.
greater than
Use when you want results that exceed the value you enter. For example, “Quota
greater than 20000” returns records where the quota amount begins at
20,000.01.
less or equal
Use for results that match or are less than the value that you enter.
greater or equal
Use for results that match or exceed the value that you enter.
not equal to
Shows results that don’t have the value that you enter. This operator is useful
for eliminating empty fields. For example, “Email not equal to <blank>.”
If
evaluating more than one value, none of the specified values can exist on the
record. For example, if you specify not equal to A & C,
only records where the value is neither A nor C are returned.
contains
Use for fields that include your search string, but sometimes also include
other information. For example, “Account contains California” finds California
Travel, California Pro Shop, and Surf California. Keep in mind that if you enter a
short search string, it can match a longer word. For example, “Account contains pro”
finds California Pro Shop and Promotions Corporation. This operator isn’t
case-sensitive except when it's used in roll-up summary (RSF) field filters. For
example, you have this filter criteria for an RSF field: Opportunity name contains
widgets. The query that creates the RSF field value only returns records with a name
value that contains widgets. Records with name values that contain Widgets or
WIDGETS aren’t included.
does not contain
Eliminates records that don’t contain the value you enter. For example,
“Mailing Address Line 2 does not contain P. O. Box.”
When specifying filter
criteria on roll-up summary fields, does not contain uses
“or” logic on comma-separated values. On list views, reports, and dashboards,
does not contain uses “and” logic.
This operator
isn’t case-sensitive except when it's used in roll-up summary (RSF) field
filters.
starts with
Use when you know what your value starts with, but not the exact text. This
operator is a narrower search term than “contains.” For example, if you enter
“Account starts with California,” you find California Travel and California Pro
Shop, but not Surf California.
includes
Available when you choose a multi-select picklist as the selected field. Use
this operator to find records that include one or more of the values that you
enter.
For example, if you enter “Interests includes hockey, football,
baseball,” you find records that have only hockey selected, and records that have
two or three of the values entered. Results don’t include partial matches of
values.
excludes
Available when you choose a multi-select picklist as the selected field. Use
this operator to find records that don’t contain any values that match the ones
entered.
For example, if you enter “Interests exclude wine, golf,” your report
lists records that contain any other values from that picklist, including values
that are blank. Results don’t include partial matches of values.
Enter
values on separate lines.
between
Available for dashboard filters only. Use to filter on ranges of values. For
each range, the filter returns results that are greater than or equal to the minimum
value and less than the maximum value.
For
example, if you enter “Number of Employees from 100 through 500,” your results
include accounts with 100 employees up to those with 499 employees. Accounts
with 500 employees aren’t included in the results.
within
Available when you create list views based on a geolocation custom field. Shows
results that are within the specified radius from a fixed latitude and longitude.
For example, if you enter “Warehouse location within 50 miles 37.775°
–122.418°,” your list view includes all warehouses within a 50–mile
radius of San Francisco, California.
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