In this video, we show you an overview of Salesforce’s Global Search feature. Global Search is a quick and accessible way to search records from all objects within your Salesforce instance (with the exception of some custom objects, as defined by your administrator). When using Global Search, you can search the entire database or filter by the object you’re looking to search in. If you have a lot of records in your database, you can also refine results to help find the criteria you’re looking for. Finally, you can even have your administrator customize the layout of the page to display certain fields when searching.
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.
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.