Cross Filter are used to filter the results by including or excluding records from related objects and their fields, without the need of writing formulas or code.
How do I add a cross filter?
- Edit or create a report.
- From the Filters pane, click Add | Cross Filter.
- Select a parent object from the dropdown list. …
- Choose with or without .
- Select a child object from the dropdown or search by its name. …
- Optionally, to add filters on the secondary object, add subfilters: …
- Click OK.
- Click Save.
What are linked filters in Salesforce?
Filters conveyed from a dashboard to a report are called Linked Filters. You can remove Linked Filters from the report, but you can’t edit them directly. Linked Filters don’t persist after you leave the report.
