What are Filters
Filters are created by setting various fields to display specific data. The fields that can be used for the filters come from either SFDC objects that we are pulling in or are custom fields created within BoostUp(the latter is a work in progress and may not always work).
You can ensure a field it set to be used as filter by going to CRM Configuration and making sure the Use as Filter checkbox is checked.
Note: If you'd like to bring in custom objects, please work with your CSM to do so.
We can have a filter on 'opportunity types' and select 'new business and renewals' or only select 'new business'.
All BoostUp pages have filters except for the ToDo’s.
How to navigate 'Manage Filters'
- Navigate to Settings at the bottom left of your screen
- Scroll down to Manage Filters under Company Settings on the left
- There are two types of filters. Global and page filters. Page filters override global filters.
- In Global filters, you are able to set a specific value for a filter while in Page filters, you are able to add or remove available filter fields from their perspective objects as well as set a default. This can be done by hitting Add Filter and selecting the filter you would like to add. Filters may be removed by selecting the trash can icon.
If you'd like to manage filters for a specific set of individuals; please check out the 'User Profiles' article for a walk through.