Pipeline Management Adaptive Search Dependency

The Territory, Product Group, and Team filters in the search bar use Adaptive Search. Thus, ensure it's set up.

Ensure Adaptive Search is Enabled and You've Done Full Publish

The Territory, Product Group, and Team filters in Pipeline Management are based on Adaptive Search queries.

Note: If you already have Adaptive Search enabled and have performed a full publish in the environment, you don't need to perform this step.

1. Sign as a sales administrator and go to Setup and Maintenance.
2. Search for the Configure Adaptive Search task and select it.
3. Go to Setup > Actions > Full Publish
4. Monitor the indexing process on the Monitor tab, Publish subtab.

See Run the Full Publish Process for more information.

Enable the Related Product Groups Attribute

1. Sign as a sales administrator and go to Setup and Maintenance.
2. Search for the Configure Adaptive Search task and select it.
3. Go to Setup > Advanced.
4. In the Object list panel, expand Product Group and then expand Product Group Parent Relations.
5. Select Related Product Groups which is needed for the Product Group filter
6. In fields list, find ListOfSelfAndAncestorIdsInBaseHierarchy.
7. Select the Enable checkbox and save, then select Actions > Partial Publish.

See Make Additional Fields Searchable for more information.

Enable the Parent Territory in the UI

1. Sign as a sales administrator and go to Setup and Maintenance.
2. Search for the Configure Adaptive Search task and select it.
3. Go to Configure UI.
4. Select the Territory object.
5. In the fields list, select the Display in UI checkbox for Parent Territory. This step is needed to display the territory hierarchy in the Territory filter.

See Make Additional Fields Searchable for more information.