After you Specify Filter Criteria while creating a List View or Report, enter each filter line number, separated by a filter logic operator.
Here’s a complete table of filter logic operators:
We will use the following set of Filter Criteria on the Prospect object to demonstrate several Examples of Filter Logic differences:
- Zip/Postal Code 'equals' "43215"
- Zip/Postal Code 'equals' "43214"
- Market Segment 'equals' "Columbus"
Filter Logic A: (1 AND 2 AND 3)
If we use all AND logic the system will return No Prospect records because a Prospect can only have one Zip/Postal Code Value and this Logic is looking for a Prospect who's Zip/Postal Code is both "43215" AND "43214."
Filter Logic B: (1 OR 2) AND 3
This Filter Logic will return all Prospects with a Zip/Postal Code of either "43215" OR "43214" and will also return ALL Prospects with a Market Segment of "Columbus" (regardless of their Zip/Postal Code).
Filter Logic C: (1 AND 3) OR (2 AND 3)
This Filter Logic will return Prospects in the "Columbus" Market Segment who's Zip/Postal Code is "43215" and will also return Prospects in the "Columbus" Market Segment who's Zip/Postal Code is "43214."
Filter Logic D: (1 OR 2) NOT 3
This Filter Logic will return all Prospects with a Zip/Postal Code of either "43214" OR "43215" and will also return ALL Prospects with a Market Segment that is NOT "Columbus."
Filter Logic D: (1 NOT 3) OR (2 NOT 3)
This Filter Logic will return Prospects who are NOT in the "Columbus" Market Segment who's Zip/Postal Code is "43215" and will also return Prospects who are NOT in the "Columbus" Market Segment who's Zip/Postal Code is "43214."
There are near limitless variations of Filter Logic. Remember to use parenthesis ( ) to dictate Order of Operations. improveit 360 Call Campaigns are a common use case for Advanced Filter Logic.
If you do not see the option to add Advanced Filter Logic to a Campaign, see also: How To Add Advanced Filter Conditions to the Campaigns Page Layout