Join Chris Mattia for an in-depth discussion in this video Creating stream view filters, part of Salesforce for Small Business.
- [Instructor] Now, let's have a look…at using the filters in the stream view.…You access these filters by clicking…on the funnel icon here in the central…section of the stream view.…There are some prebuilt filters…that you can select by using the dropdown menu here.…To select all events, all comments,…or all of your events.…Below that quick filter are three…types of filter parameters that you can add.…Events, users, and points of contact.…You simply check the boxes next to…the items that you want the filter to…reveal in the stream.…
I'll look for all comments added by Sarah.…And then click the apply filter button.…Now, only the comments that Sarah has added…to this opportunity appear in the stream.…To change the filter, click the edit link,…and change the selected parameters.…Then you can reapply the filter,…or if you want to clear all the filters,…you can click the clear all filters link.…And then click apply filters.…You're not able to save a stream filter…like you were able to save a grid filter,…so you'll have to re-add these filters…
- Creating a SalesforceIQ CRM account
- Adding team members
- Creating contacts and accounts
- Editing profiles
- Creating and customizing lists
- Using the stream view
- Scheduling tasks and meetings
- Creating event and meeting logs
- Creating filters
- Running reports
Skill Level Beginner
1. Getting Started with Salesforce for Small Business
Adding team members3m 2s
2. Accounts and Contacts
3. Lists and Views
4. Tasks and Workflows
5. Filters and Reports
Next steps2m 31s
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