7 : Filtering Salesforce Reports Using URL Parameters
Welcome back! In this video we’ll explore how to dynamically filter Salesforce reports using URL parameters—no need to open the report editor every time. Below are the timestamps so you can jump right to the parts you need.
🔗 Topics Covered:
Salesforce Report URL Structure
Using fv0, fv1, fv2 parameters
Encoding values in URLs
Passing multiple filter values
Common errors and troubleshooting
Filtering date fields
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00:00 – Intro & Overview
00:30 – Why URL parameters? Save time editing filters
01:01 – Demo setup: Course Enrollment & Revenue report
01:15 – Report URL anatomy: copy and modify
01:45 – Filter parameter syntax (fv0, fv1, etc.)
02:10 – Changing first filter (Status → Completed)
03:10 – Multi‑value filters with commas (Enrolled, Completed)
03:45 – Original report unchanged—dynamic only in URL
04:15 – URL‑encoding special characters (%2C, %20)
04:45 – Adding second filter (Payment Status → Pending)
05:30 – Multi‑value for second filter (Pending, Paid)
06:15 – Error case: invalid filter value
07:00 – Adding third filter (Enrollment Date → 02/07/2024)
07:45 – Date filter format (DD/MM/YYYY)
08:15 – Final URL breakdown & recap
08:45 – Wrap‑up, tips, and next steps
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