Getting Started in Salesforce: Understanding Search

Finding the records you need in Salesforce should not be painful nor time-consuming.

Learning how to use Salesforce search capabilities can save you many hours of pulling-your-hair-out stress, let alone help you avoid some embarrassing moments in the office.

In this article, I will show you how you can unlock the power of Salesforce's search functions in just a couple of minutes.

Suppose that you're sitting at your desk catching up on emails, and suddenly the phone rings. You pick is up and the person on the other end identifies herself as Barbara Jones. You simply click in the search box on the top of the screen and start typing Barbara's name.

As you start typing, you will notice that Salesforce will start making some suggestions for you, based on records that you recently worked on.

If any of those records are the ones you are looking for, simply click on that item - to see all details regarding that record.

Suppose that you either don't see any suggested items.,,or none of the suggested items are relevant to the person you are looking for...that's ok. Just continue typing "Barbara" (you don't even need to type in her last name) and hit the Search button.

This will present you with your Search Results screen.

On the left hand side of the Search Results screen you will notice a listing of all the different types of records that Salesforce found based on your search query, with a parenthesis showing how many records were found for each type.

Clicking on any item listed here will automatically change the display on the right hand side to only show those records corresponding to your selection on the left.

Clicking on the little pushpin icon is useful when you want to place that record type at the top of your list, so that you don't have to scroll around looking for it in the future.

Depending on how your Salesforce Administrator configured Salesforce for your team, you might see a link in your search results "Show Filters."

Clicking on the Show Filters link will display additional fields available to you for further filtering.

Although the most common use of search in Salesforce is to search for specific records, there are times where you might want to search for a particular post in Chatter. In this scenario, you would simply click on the Search Feeds option on the left hand side in order to see the corresponding search results.

Want to learn more?

Need a custom Salesforce training curriculum for your team? 

Give me a call at 201-478-7412 and let's get started.

About the author: David Giller

David Giller a Salesforce Trainer, Consultant, Blogger & Author. Although he started his professional career as an attorney, he entered the world of enterprise-scale IT management at NBCUniversal, and continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru." David is now CEO of Brainiate. You can read more about David's bizarre career path here.

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