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A
Anonymous
February 12, 2015
Question

Smart List - 2 of 4 fields are checked off

  • February 12, 2015
  • 1 reply
  • 664 views
I have 4 unique fields in Salesforce to represent BANT (Budget, authority, need, timeline). Each field is a true or false check box field.

I need to create a smart list that shows me all leads with exactly 2 of those 4 boxes filled in. Anyone have a suggestion for the smart list logic I would need to use to create it?

Thanks!

Steve
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1 reply

A
Anonymous
February 12, 2015

To answer me own question, I have created a smart list that involves 24 different filters (each possible version of only 2 of the 4 boxes being checked with "or" logic). If anyone has a smarter, more efficient way to accomplish this, I would be interested in hearing it.
 

Thanks,
 

Steve

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