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Intro to Record Filtering

Lesson Progress

Intro to Record Filtering

Now, using your newly imported leads, take some time to practice filtering using your own criteria for different fields.

  • Different filters exist for different data types
  • Numeric or currency fields can be filtered by quantity
  • String or pick list fields can be filtered by exact matches or “containing” conditions
  • Date fields can be filtered by “before, after, between”, etc.