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I have a dashboard that I wish to display on clicking a link. This link has to be prepared in a way the dashboard filters and displays the components only for the products that are associated with the record but it is displaying for all the products. Attaching screenshots related to it. Field Formula with the link enter image description here

The Dashboard screenshot : enter image description here

You can see there are multiple products but I'm trying to filter out with this 1 Product.

After editing and adding the filters enter image description here

Edit 2 : I changed the formula to the below enter image description here

And I changed the filter in the dashboard also equally the Product Code in my Cart enter image description here

So Now when I add the Item and I click on the Item it is opening correctly only for the item with that Product Code but I want it to open correctly for any code. I also want to bring another Customer filter. How can I make the filter work.

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  • Your screenshot suggests that your dashboard does not have any filters. You must create filters before you can use them. There is a special button in Dashboard-Edit mode to create filters. May 18, 2022 at 14:47
  • @SanderdeJong But wouldn't it show only the filtered value ? For Example, If I filter with BOLT in the Dash and use it the formula. Wouldn't it become double filter on clicking a record with Cylinder Product type, after going thro' URL showing nothing. May 18, 2022 at 14:53
  • I am afraid that I don't understand what you are trying to accomplish. Sorry. May 18, 2022 at 14:58
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    help.salesforce.com/s/…
    – identigral
    May 18, 2022 at 16:02
  • @SanderdeJong Please find the new photo I added to the question description. I added the filters but I'm getting the error The filter URL is invalid Please Try Again on click the link and after opening. I also get nothing below the title of the dashbaord May 18, 2022 at 16:49

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The issue is that the filter value you are passing HAS to be a pre-defined selectable value in the dashboard filter(s).

You can not pass in anything you please.

I have created a reasonable solution (there are scaling limits) to this issue if you want to check it out on my blog here https://salesforceconfig.com/show-any-accounts-data-on-a-universal-dashboard/

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    Welcome to Salesforce SE! While this may theoretically answer the question, it would be preferable to include the essential parts of the answer here, and provide the link for reference.
    – identigral
    Jan 30, 2023 at 19:56

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