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SalesforceNativedashboards can’t handle OR logic between standard Owner fields and custom user lookup fields like “AE Opportunity Owner.” This creates incomplete visibility when you need to filter opportunities across multiple owner field types.
Here’s how to build dynamic dashboard filters that work across all your owner fields, automatically adapting to user context without manual selection.
Build multi-field owner filtering using Coefficient
CoefficientSalesforce’sbypassesnative filtering limitations by creating advanced filter logic in your spreadsheet. You can combine standard Owner fields with custom owner fields using OR conditions that automatically filter based on the viewing user’s context.
How to make it work
Step 1. Import comprehensive opportunity data with all owner fields.
Use Coefficient’s “From Objects & Fields” method to import opportunities including both standard Owner and custom owner fields (AE Opportunity Owner, Sales Engineer, etc.). Also import user hierarchy data to enable role-based filtering. Select all relevant owner-related fields from the extensive field list.
Step 2. Set up dynamic user context cells.
Create cells that automatically populate with the current user’s Salesforce ID using spreadsheet functions like USER() in Google Sheets. These cells will serve as the reference point for your dynamic filters, eliminating the need for manual filter selection.
Step 3. Implement OR filter logic across multiple owner fields.
Configure Coefficient’s AND/OR filter logic to create conditions like “Opportunity Owner = Current User OR AE Opportunity Owner = Current User OR Account Executive = Current User.” Point these filters to your user context cells using Coefficient’s dynamic filters feature.
Step 4. Add role hierarchy expansion for manager views.
Import user role hierarchy data and create formulas that automatically identify subordinate users. Expand your filter logic to include “OR subordinate users” across all owner field types, providing complete team visibility that adapts to organizational changes.
Step 5. Configure automatic refresh scheduling.
Set up hourly or daily refreshes to keep your dashboard current as opportunity assignments change. This ensures your multi-field owner filtering stays accurate without manual intervention.
Get complete owner field visibility
Start buildingDynamic dashboard filters across multiple owner fields give you the complete opportunity visibility that native Salesforce dashboards can’t provide.your advanced filtering system today.
