Set Up Filter Access and Options

Determine the types of account filters that your users can create and share. Turn on dynamic and advanced filters, turn on filter sharing so users can search for accounts outside their aligned territories.

1. From the App Launcher, find and select Admin Console.
2. Select Lists and Filters, and then select Filters.
3. Select whether to apply the settings to all the profiles in your org or to a specific profile.
4. In the General Settings section, customize filter behavior.
   1. Select Let users create account filters so users can create dynamic account filters.
      Only accounts with a valid preferred contact point address within the territory appear in dynamic filter results.
   2. To let users share filters on the desktop app, select Let users share filters.
      To configure sharing for routines, see Configure Calendar Parameters.
   3. Select Let users view and search shared accounts so users can search for and view shared accounts beyond accounts aligned to their territory on the desktop site.
      In the mobile app, only the All Accounts list (Aligned Accounts on the desktop site) is available, showing accounts in the rep's territory. For more information, see Mobile App Configuration for Lists and Filters.
   4. Select Let users view Advanced Filters so users can build advanced dynamic filters across other related objects that use standard reports.

      Because advanced filters use standard reports to show results in the account list, turn on the required report and dashboard configurations. To support advanced filters on the desktop site and in the mobile app, see Reports and Dashboards Administration and Mobile App Configuration for Lists and Filters.

      

      Note To create advanced filters, you can use only reports that include the Account ID field.
5. Save your changes.