This training material will cover the following topics:
Go to the any Salesforce page (the main page works, but all pages contain the search form) and click in the textbox in the top-left of the page. In this box, type your search term (see recommended search methods to help here). After you have entered your search term, hit the enter/return key on your keyboard to perform the search.
There is an art to performing a solid search which takes time and practice to get the hang of. That said, there are some general recommendations that can help you ensure you get the results you are aiming for:
GmbH, etc. Try to omit those and other common word pairs that might muddle your results.
A standard search in Salesforce will search through the following objects:
While there are many other objects you could expand the search to, this is often not needed and can complicate (and lengthen) the search process. Once you perform the search, locate the section that corresponds what you were looking for.
If you are searching for an Account (i.e. Organization), the top section of the
search results is your go-to. In the results, you can see the names of the
found results, as well as the
Type of Account. Knowing what type of account
you are looking for (i.e prospect vs customer vs partners) will help you in
locating the correct Account to click on for further review.
If you are searching for a Contact (i.e. User), the second section of the search results is your go-to. In the results, you can see name, email, and account name. You can use these to help locate the contact you wish to find and be sure it corresponds to the organization the contact should be a part of.