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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
SalesforceNo, you cannot combine cross filters with standard filters using OR logic inopportunity reports. This is a fundamental platform limitation that has been a longstanding issue, even referenced in Salesforce IdeaExchange.
Here’s how to get the OR logic functionality that opportunity reporting requires despite this platform restriction.
Get true OR logic support outside platform restrictions
CoefficientSalesforceprovides immediate access to the OR logic functionality thatcontinues to lack. You can apply complex combinations impossible in Salesforce while maintaining real-time data refresh and advanced analytics capabilities.
How to make it work
Step 1. Implement direct OR logic with advanced filtering.
Import opportunities using Coefficient’s advanced filtering with true OR logic:. Apply complex combinations impossible in Salesforce:. Use dynamic filters that reference spreadsheet cells for flexible OR logic.
Step 2. Execute custom SOQL with OR operators.
Write custom queries with OR logic that Salesforce reporting can’t handle:.
Step 3. Apply spreadsheet OR logic functions.
Import separate datasets and combine using OR logic with functions likewhere + acts as OR. Apply multiple criteria that Salesforce cross filters cannot handle in a single unified view.
Step 4. Create practical OR logic examples.
Build reports showing opportunities with Software products OR opportunities over $100K without products. Filter for specific account types OR opportunities in certain stages without products. Combine territory filters with mixed product presence/absence criteria.
Access the OR logic Salesforce can’t provide
Get startedWhile Salesforce continues to have this limitation, you can have immediate access to true OR logic support across all data relationships. You’ll get single unified reports that eliminate the need for multiple Salesforce reports with real-time data refresh.with unlimited OR logic functionality today.
