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sales_usersales_user 

How to do advance serach in salesforce ?

Requirement:

1. Director should have ability to search accounts(entire company account),  but those account should not display into his/her account tab. The entire company account search is required When

(a) Director affiliate an account with account and click on "affiliation lookup button.
(b) Director conduct   "advance search" of an Account.

2.Directoraccount tab display only only his/her reporting sales rep accounts. This part I have resolved.

Anybody know is this possible.

Best Answer chosen by Admin (Salesforce Developers) 
TrimbleAgTrimbleAg

You can create views from the account that restrict data by putting in filters.

 

This way you can grant access to all accounts on the Dir. level yet the Accounts list view could be specific to their teams.

 

PB

 

All Answers

TrimbleAgTrimbleAg

You can create views from the account that restrict data by putting in filters.

 

This way you can grant access to all accounts on the Dir. level yet the Accounts list view could be specific to their teams.

 

PB

 

This was selected as the best answer
sales_usersales_user

I did the same way you suggested. Thanks for your suggestion.