Filter Sets Overview

Filter sets enable you to save and apply groups of filters for quick access. You can use the Saved Filters field in the Filters panel to create and apply your own and shared filter sets directly from the feature you are using. You can click Settings in the Filters panel to manage your own and shared filter sets. This enables you to edit, delete, and set and remove filter sets as the default ones applied. For more information about managing filter sets, see Managing Filter Sets.

Permissions

If you do not have the appropriate permissions to:

  • Create or edit filter sets, the Settings button displays, but no further options are available
  • The Filter Set object or any relevant fields, an information message displays
  • The Global field, only filter sets you have created display

For more information, contact your administrator.

Creating and Managing Filter Sets

When you save, edit, or delete a filter set, the changes are automatically reflected across the features where that filter set is available. Filter sets saved on app pages are also accessible on record pages and shared across records related to the same feature. However, although filter sets are shared across relevant features, each feature maintains its default filter set and retains your last-applied filters or filter set independently. We recommend creating filter sets directly from the Filters panel. For more information, see Creating Filter Sets and Managing Filter Sets.

When you create a filter set from a supported Customer Success Cloud feature, the Feature field is automatically populated with the feature's name on the filter set's record. This ensures that the filter set is accessible from any other features that share the same Feature value. For example, a filter set created from a playbook task management feature, such as the Playbook Task Manager, is available from another playbook task management feature, such as Playbook Task Board.

Notes:
  • If the same filter set is selected in multiple features, when the selected filters are updated and saved, you must refresh the pages to see the changes.
  • You can use app page filter sets on record pages, but you cannot use record page filter sets on app pages.
  • If there are no saved filter sets to display, the Saved Filters field displays no filter sets.
Warning:

We recommend that you do not edit the Filters, Features, and SObject fields on filter set record pages. If any of these fields is edited and an error occurs, do the following:

  1. Open the Filters panel.
  2. Click Reset.
  3. Select the relevant filter set in the Filters panel and apply the change.
  4. Click Save.