1

I have a dashboard that contains a report, which deals with accounts and territories (Enterprise Territory Management).

I would like to add a dashboard filter for territory name, also known as label. If I modify the dashboard and click '+ filter', the only territory fields I can filter by, are Last modified date and Last modified by. Not label.

Can I filter by territory label, and if so, how do I do that?

0

After carefully re-reading the Salesforce help page about this (Help on dashboard filters), I found the solution myself. The relevant section is:

From the Field drop-down, select a field to filter on. The drop-down shows fields that can be used to filter all the dashboard’s components.

And the important word there is: all. I had two components in the dashboard, one that used territory fields and one that didn't. After I had deleted the component without territory fields, the drop down for possible filter fields showed all territory fields, including the name.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.