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Specify Which Fields Are Available to Filter
Keep account filter criteria relevant by controlling which fields users can use when creating account filters. Create a field set for each supported object to restrict the available filter fields.
To show accounts in a filter defined by a user, default Provider Account Territory Information (PATI) records require these criteria in addition to customer criteria:
- Set
IsAvailableOfflinetotrue. - The Preferred Address has a value.
- The territory aligns with the current active territory.
- A matching ObjectTerritory2Association record exists where ObjectId is the accountId and Territory2Id is the current active territory.
Restricting fields keeps filter criteria relevant and supported.
To restrict filter fields, create a field set for each supported object that contains only the fields that users can filter by. See Create and Edit Field Sets.
- From the App Launcher, select Admin Console.
- Select Lists and Filters, and then select Filters.
- Select whether to apply the settings to all the profiles in your org or to a specific profile.
- In the Available Fields section, select a field set for each object to specify which fields users can use when creating account filters.
- Save your changes.
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