Overview
Salesforce account filters control which Salesforce accounts are available in Dock and who can access them. An account is available only when it matches a filter and the current user meets that filter's access conditions.
Account filters ultimately control what accounts are accessible when creating a workspace.
Note: Account filters only apply to users with Standard permissions.
When account filters are used with access rules, then companies can restrict visibility of accounts and workspaces to specific employee populations.
This feature is only available on Dock's enterprise plan.
How to setup account filters
Turn on Account filters and reauthorize if needed
2. Click +Add account filter"
3. Setup account filter rule
Choose the filter fields (setup a custom field if needed)
Determine user population who can access these accounts
All Dock users: Anyone can access accounts with the selected filters
Account owner: Only the owner of the account can access these accounts
Account team member: Anyone listed on the account team in Salesforce can access the account.
User field: a specific user on the account has access (setup via custom fields)
4. Click Save account filter
Now, only accounts that match the criteria will show up when creating a workspace