LESSON 42 / 60
5 minFind one teammate’s work
An owner filter identifies the records for which a teammate is accountable.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Find one teammate’s work
An owner filter identifies the records for which a teammate is accountable. It is different from filtering a region or a sales stage.
Save the filter with a clear name so its purpose is understandable when you return later. The view continues to use the records’ saved values.
Builds on Save a focused list view
A WORKED EXAMPLE
A simple example
Sam’s opportunities can be a reusable view of opportunity records whose owner is Sam Rivera.
A common mistakeFiltering by owner does not reassign the matching records.
Words you’ll use in this lesson
- Owner
- The teammate accountable for a record.
- List view
- A reusable filtered view of records from one object.
- Filter
- A condition that includes only matching records.