Using Saved Filters

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

  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:

Further Reading: