In this video, we show you how to use Salesforce Global Search. Global Search allows you to search for any records that are marked as searchable in your Salesforce org. You can choose to search the entire database, or you can filter by object in case your result set is too large otherwise. Additionally, when clicking on the search box, recent records you’ve interacted with will appear according to how you’ve filtered the search. It’s good practice to use Global Search to check whether a record exists before adding one manually in order to prevent duplicates.
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Regional Sales Manager
Over the last 7 years, Daniel has touched most roles in terms of Salesforce Implementations including being a customer, project manager, architect, app-builder, and solution designer. He's not only passionate about the technical side of Salesforce but also about educating clients on the best way to have a successful engagement with a partner.