You can customize your own search parameters by using the Salesforce Search screen.
The Salesforce Search screen offers the following parameters to customize your own filter:
- Object
- Fields
- Sort Results By
- Max Record
- Filter Results By
Creating a Saved Filter
- After configuring the search to your specifications, you can click the Search button to preview the results:
- You can then click Save As Filter to save the configured parameters as a Saved Filter.
- The Add SOQL Filter pop-up window will appear.
Enter a suitable name for your Saved Filter and click Add. - The Saved Filter will then be accessible from the sidebar in the Salesforce Search screen:
- It will also be accessible from the Using Salesforce Table macro:
Sharing a Saved Filter
You can now share your existing and private SOQL filters. You can share the filters with any user who has access to the space.
- Go ahead and open any Shared Filter accessible from the sidebar in the Salesforce Search screen.
- Click on Public share and you will get a confirmation message that filter has been successfully shared.
- You will also notice that the SAVED FILTERS will now have a globe icon attached to the filter name.
- In the example below
- Image 1: Shows the toggle to share the filter.
- Image 2: Shows the message once the filter has been shared.
- Image 3: Shows that the icon will change from the lock icon to a globe icon.