Pipeline

Ever found yourself in Salesforce Pipeline Inspection, meticulously applying filters at the top of the page, only to open the “Show Filters” panel on the right (that handy three-lines icon) and see it unchanged? It’s a common point of confusion: why don’t these filter sections seem to “talk” to each other? If you’ve experienced this, you’re not alone. This behaviour isn’t a bug; it’s a deliberate design choice by Salesforce that, once understood, can unlock a more powerful and intuitive pipeline analysis experience. Let’s break down the distinct roles of these two filter areas and how to master their interaction. ...