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  • Enable Enhanced Filter Builder
  • Enhanced Filter Builder Setup

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  1. Advanced Guides

Grid - Enhanced Filter Builder

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Last updated 1 year ago

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As a Salesforce admin, you have the ability to use the Enhanced Filter Builder to create complex filters that meet your specific criteria. Unlike standard filters, the Enhanced Filter Builder provides more advanced filtering options, allowing you to combine AND, OR conditions to create custom filters. This powerful feature can help you filter your data more effectively and make more informed decisions based on your specific needs.

When Enhanced Filter is enabled, the builder is activated for Admin in the configuration wizard (Filters, Coloring) and for end users to create their own filters.

Enable Enhanced Filter Builder

To enable the Enhanced Filter Builder, start by navigating to Setup. Then, search for Custom Settings and click on Manage next to the DataGrid setting. Check the box for the Enhanced Filter Builder and click Save to activate it. Once you've completed these steps, you'll be able to use the Enhanced Filter Builder to create your filters.

Enhanced Filter Builder Setup

Once the Enhanced Filter Builder is enabled, you can start creating more complex filters. The video below is a step-by-step tutorial to learn how to use the Enhanced Filter BuilderπŸ‘‡

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Grid - Enhanced Filter Builder