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• Object
• Fields
• Sort Results By
• Max Record
• Filter Results By

Creating a Saved Filter

1. After configuring the search to your specifications, you can click the Search button to preview the results:
   
   
2. You can then click Save As Filter to save the configured parameters as a Saved Filter.
   
   
3. The Add SOQL Filter pop-up window will appear.
   
   
   Enter a suitable name for your Saved Filter and click Add.
4. The Saved Filter will then be accessible from the sidebar in the Salesforce Search screen:
   
   
5. It will also be accessible from the Using Salesforce Table macro:
   
   

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