Verify Advanced Lead Filters after deployment
Follow this guide to run a controlled report, summary, inline status and template test.
Where to goAdmin Area → Setup → Modules → Advanced Lead Filters
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Run a controlled report, summary, inline status and template test. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Reproduce the behaviour using known test leads and a controlled role.
- Verify permission scope, default period, geography Unknown handling, saved-template ownership and status locking.
- Compare with the core Leads workspace.
- Record the verified outcome before changing permissions or code.
Fields and options
Verified behaviourRun a controlled report, summary, inline status and template test.
Rules and limits
- Run a controlled report, summary, inline status and template test.
Check it worked
- Verify Advanced Lead Filters after deployment completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
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