How to Find Salesforce Records with Search - dummies

How to Find Salesforce Records with Search

By Tom Wong, Liz Kao, Matt Kaufman

At the top of every Salesforce page you will find the Global Search bar. You can find a majority of the information that you want by using Search. To search for information, follow these steps:

  1. At the top of Salesforce, enter keywords into the Search field and then click the Search button.

    A Search Results page appears, as shown in Figure 2-2. Salesforce organizes the search results in lists according to the major types of records, including accounts, contacts, opportunities, and leads.

  2. Scroll down the page. If you find a record that you want to look at, click a link in the Name column for that record grouping.

    The detail page appears, allowing you to review the record and its related lists.

  3. If you see too many results, you can limit them to items you own or search for an exact phrase by clicking the Options link on the Search Results page. You can also select a single type of record from the list in the sidebar.

    If you can’t find what you’re looking for, try adding the * wildcard before, after, or in the middle of your keywords to expand your search to words that start with, end with, or are similar to your keywords.

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    If you’re focusing on a page (such as a list of search results or a report) and want to open one of the results in a new window, instead of clicking the link, right-click that link and choose Open Link in New Window from the contextual menu that appears.