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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About Roycon
We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.