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SalesforceNativedashboards struggle with user-context filtering across multiple opportunity owner fields simultaneously, particularly when combining standard Owner fields with custom user lookup fields using OR logic.
You’ll discover how to create dynamic filtering that automatically adapts to the viewing user’s context across all your owner field types without manual filter adjustments.
Build dynamic multi-field user context filtering using Coefficient
Coefficient’sSalesforcedynamic filtering capabilities provide superior multi-field user context functionality thatnative dashboards cannot replicate. Your filters automatically update based on viewing user context across all owner field types.
How to make it work
Step 1. Set up dynamic filter cells with user context.
Create cells that automatically populate with the current user’s Salesforce ID, email, or name using spreadsheet functions. These user context cells become the reference point for all your dynamic filters, eliminating the need to edit import settings for different users.
Step 2. Configure multi-field OR logic in Coefficient.
Use Coefficient’s AND/OR filter logic to create complex combinations like “Opportunity Owner = Dynamic Cell A OR AE Opportunity Owner = Dynamic Cell A OR Sales Engineer = Dynamic Cell A.” Point these filters to your user context cells using Coefficient’s dynamic filters feature.
Step 3. Implement simultaneous field filtering.
Unlike native dashboards that require separate components for different owner fields, configure Coefficient to filter multiple opportunity owner fields simultaneously in a single import. This creates unified opportunity views that show all relevant records regardless of which owner field contains the user.
Step 4. Add flexible field configuration options.
Easily add or remove owner fields from the multi-field filtering logic by editing import settings. No dashboard reconstruction required – simply modify the OR conditions to include new custom owner fields as your Salesforce org evolves.
Step 5. Configure real-time updates with automatic refresh.
Set up automatic refreshes that maintain current user context filtering across all owner fields as opportunity assignments change in Salesforce. Schedule hourly or daily updates to ensure your dynamic filtering stays accurate.
Achieve seamless user-aware filtering
Start buildingDynamic user-context filtering across multiple owner field types creates the automatic, personalized dashboard experience that exceeds native Salesforce capabilities.your advanced filtering solution today.
