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 in the Account Grid Component

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.
Add Accounts	Add Accounts	Opens the Add Accounts to Segment window. Note: The Add Accounts button is only available when accessing Account Grid from a Customer Success segment record page.

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.
Edit	Edit	Opens the Edit Filter Set window enabling you to edit the selected filter set name, sharing access, and select it as the default filter set.
Delete	Delete	Deletes the selected filter set.
Remove Default	Remove Default	Removes the current filter set from being the default filter set applied.
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.
Set as Default	Set as Default	Sets the selected filter set as the default one for the logged in user.

Filter Fields

Filter Fields on Account Grid

Field	Description
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 the accounts that the resources are allocated to.
Customer Success Segment	Search for and select one or more customer success segments to display in the tracker.
Industry	Specify the industry you want to filter by.
Resource Pool	Search for and select one or more resource pools to display the accounts that the resource pools' members are allocated to.
Saved Filters	Specify the filter set you want to apply.