Account Grid Lightning Component Fields

The table below shows the buttons displayed in the Account Grid component.

For more information about this component, see Customer Success Cloud Lightning Components.

Buttons

Buttons on Account Grid

Button

Name Description
Refresh Refresh Refreshes the Account Grid to display any external changes.
Filter Filter Opens and closes the Filters panel enabling you to filter the accounts displayed and create and edit filter sets.

Filter Buttons

Filter Buttons on Account Grid

Button

Name Description
Apply Apply Updates the contents of the Playbook Task Board using the filter criteria specified.
Reset Reset Returns the filter criteria to the default values.
Settings Settings Displays saving options for creating and editing filter sets.
Save Save Saves the current applied filters to the selected filter set.
Save As Save As Opens the New Filter Set window enabling you to create a new filter set with the current applied filters.

Filter Fields

Filter Fields on Account Grid

Field

Description
Saved Filters Specify the filter set you want to apply.
Account Search for and select one or more accounts to display in the grid.
CS Cloud Resource Search for and select one or more CS Cloud resources to display accounts they are the CS Cloud resource for.
Industry Specify the industry you want to filter by.