Salesforce Tips: Cross Object Page View With Extensible Filters

Salesforce object view allows records to be displayed based on the filter criteria of your choice. And the fields to be filtered are restricted to within its object as such:

 

 

There have been requirements that:

  • the filter needs be extended in the manner that it can also filter the fields for other related records
  • records can be mass updated via inline editing
  • records can be sorted

 

This is mostly implemented between custom objects and occasionally involves records from standard objects. As an illustration of what is required, we will use the Salesforce standard objects as an example.

 

 

For a full description, please check out our use case here.