Use Saved Searches as Custom Filters and Sort Options in Pickers
Salespeople can use the saved searches created in either classic Sales or Digital Sales in many ways. The saved searches must be those powered by Adaptive Search.
Here's an overview of the search capabilities:
- Use the saved searches as filters and sort options for pickers and dynamic choice
lists, both for standard and for custom objects. This enables sales representatives to
have the same personalized experience when searching, sorting, and viewing list results
for the pickers as they have with the corresponding object list pages. Note: See the Use Saved Searches as Filters for Dynamic Choice Lists topic for information about setting up Workspace saved searches as custom filters and sort options for dynamic choice lists.
- Use a default saved search that's specific to their role. As an administrator, you can set the default saved search per object for CX Sales Mobile app users for specific roles (or for all users if preferred). For more details, see the Set Default Saved Searches for Mobile App Users topic.
- View records related to the parent record in pickers. For example, the opportunity picker shows related opportunities for the account selected for a new task.
FAQs
Here are some FAQs about this feature:
Question: How do I create a custom filter for use in a picker?
Answer: Create a custom Workspace saved search for an object using the CX Sales web app Workspace feature. For example, you could create a saved search called "My Primary Accounts" for the account object.
Question: Why can't I use a saved search as a filter for a picker?
Answer: If an object isn't enabled for adaptive search in workspace, then the picker won't show workspace saved searches as filters.
Question: Why do the resource, competitor, product, industry, and classification pickers only display predefined filters?
Answer: These objects aren't enabled in Workspace by default, so until they're enabled the pickers for these objects will display predefined filters.