Purpose: Entity Record Groups allow you to filter entities based on what they have in common

TABLE OF CONTENTS

• Entity Record Groups Overview
• Find Entity Record Groups
• Create an Entity Record Group
• Delete an Entity Record Group

Entity Record Groups Overview

Entity Record Groups can be created with 13 different filter types. 

Find Entity Record Groups

If an Entity Record Group has previously been created, you can find it using these steps: 

1. Navigate to Data tab

2. Select Custom Objects

3. Click the Custom Object to find the group for

4. Next to All Records, click on the V icon

5. Select the Entity Record Group you would like to view

Hint: Start typing the name of the Entity Record Group to quickly find it

Create an Entity Record Group

1. Navigate to Data tab

2. Select Custom Objects

3. Click the Custom Object to find the group for

4. Next to All Records, click on the Filter icon 

5. Type Group Name

6. Choose Filter

7. Complete next steps based on the Entity Record Group you are trying to create:

    7.1 Complete filter fields

    7.2 Select Choose Filter to add another filter to your Entity Record Group criteria

    7.3 Select Apply Filter to view the records that meet this criteria

    7.4 Select Save Group to reference this Entity Record Group in future searches

Hint: If you have multiple filters setup, use the Any and All buttons. These allow you to control what criteria the records need to meet, to be included in the Entity Record Group

1. Navigate to Data tab

2. Select Custom Objects

3. Click the Custom Object to find the group for

4. Next to All Records, click on the V icon

5. Select the Entity Record Group you would like to delete

6. Click Delete Group