Dynamically filter account layouts and more
Quick filters and object filters are now available for all object layouts, including accounts, opportunities, contacts, and other custom objects. This enhancement gives your team greater flexibility and control over customer data. Quickly filter data views to match your specific needs!
Suggested use cases include:
- Create an "Opportunity" dashboard at the account level, and add quick filters for key dates or other relevant criteria. Filter by opportunity type and pin the view for quick reference.
- Build a "User Utilization" dashboard, with the ability to filter by user role or last activity date.