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.
