How to use Global Search in Salesforce

Daniel Gonzalez |
 Learn Salesforce |
 Aug 2, 2021

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.

For more educational videos be sure to subscribe to our Youtube channel. or subscribe to our blog to receive weekly updates on the Salesforce topics you want to hear about. If you still need assistance with your Salesforce org, feel free to reach out to us. We can provide a free consultation or discuss our Salesforce implementation and consultation services.

Related Articles

How to Subscribe to Salesforce Reports

How to Subscribe to Salesforce Reports

In today's video, we'll show you how to subscribe to reports in Salesforce. If you find yourself frequently checking reports in anticipation of a specific change or data result, you should know that you can automate this process to notify you in the event of changes....

read more
How to Use Inline Editing in Salesforce

How to Use Inline Editing in Salesforce

In today's video, we'll show you how to take advantage of inline editing in Salesforce. Let's say you have a list view open and need to edit a field value on multiple records. It can be time-consuming to individually go into each record and update a value. But using...

read more
Tweet
Share