Salesforce Docs Portal

Configure Filters

For any grouping object, you can customize filters.

You can filter the Service Point List by Load Profile, Utility Provider, Voltage Level, Key at Premises, and other properties.

For example, the default set of fields used to filter Service Points include:

  • Service Point.LoadProfile

  • Service Point.MeterType

  • Service Point.UtilityProvider

  • Service Point.ServiceType

  • Service Point.VoltageLevel

To configure filters:

  1. Follow steps 1 through 6 listed in Customizing the Field Settings.
  2. For Feature, enter MultiServiceFilterFields. For example, the Voltage Level Filter uses the MultiServiceFilterFields Feature.
    On the Field Settings Edit page, Name is Voltage Level Filter, Feature is MultiServiceFilterFields, Field Name is vlocity_cmt__VoltageLevel__c, Inclusion and IsEditable are checked, Object Name is vlocity_cmt__ServicePoint__c, and Sequence is 7.
  3. Click Save.

    The new filter is added to the Field Settings list.