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