USING SEARCH IN
SALESFORCE.COM CRM
USING GLOBAL
SEARCH
Basics of using Global Search in
Salesforce.com
Salesforce Tip of the Day – Using Global Search


Use the Salesforce search feature to quickly locate and find
informatio...
Using Global Search – Auto
Suggestions


Type your keyword for searching in the Global
search. As you type your search ke...
Minimum Three (3) characters required


You have to use minimum three characters in
your search keyword to get the result...
Search options - Limit Search to items
owned


Use options to limit the results to the items you
own or where you are the...
Search Options - Limit Search Exact
Phrase




User exact Phrase when you want to search on two or
more words and want t...
Searching All Objects
By default
Salesforce will
show the results
from the
frequently used
objects. If you
want to search
...
ADVANCED SEARCH
Using Wildcards and Boolean
Using Wildcard Character asterisk (*)


To conduct a partial word
search, you can type an
asterisk (*) wildcard at the en...
Using wildcards - Asterisks


Asterisks match zero or more characters at the
middle or end (not the beginning) of your se...
Asterix Important points


Asterisks can only be used at the end or in
the middle (not at the beginning)



Your search ...
Using Boolean Operators


You can refine your search using operators
such as AND, OR, and AND NOT. You can use
any combin...
T About hank You
Contact

Services

DhruvSoft
Hyderabad – 500082
India
USA: (646) 233-1121
India: +91-9704056000
Email:

...
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Using search in Salesforce.com CRM

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Salesforce.com is the leading CRM used by numerous organizations across the world. This presentation describes how to use the Salesforce search feature to quickly locate and find information you need in Salesforce.com CRM. The presentations talks about basic search features as well advanced search techniques in Salesforce.com CRM.

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Using search in Salesforce.com CRM

  1. 1. USING SEARCH IN SALESFORCE.COM CRM
  2. 2. USING GLOBAL SEARCH Basics of using Global Search in Salesforce.com
  3. 3. Salesforce Tip of the Day – Using Global Search  Use the Salesforce search feature to quickly locate and find information you need in CRM.  The Global Search in Salesforce.com CRM help you search  All standard and custom objects  Articles  Documents  Products  Solutions  Chatter
  4. 4. Using Global Search – Auto Suggestions  Type your keyword for searching in the Global search. As you type your search keyword Salesforce.com will give you some auto suggestions. These auto suggestions are based on the recent items that you have opened. You can click on one of the suggested record or hit enter to search from all records. If auto suggestion is not enabled for your Salesforce.com you can ask your Salesforce.com administrator to enable it.
  5. 5. Minimum Three (3) characters required  You have to use minimum three characters in your search keyword to get the results. Less than three characters will not give any search results Any search having three or more characters will only provide valid results
  6. 6. Search options - Limit Search to items owned  Use options to limit the results to the items you own or where you are the owner of the records. To select this click on the options link on the search results Select “Limit to items I own” to search among the records where you are the record owner
  7. 7. Search Options - Limit Search Exact Phrase   User exact Phrase when you want to search on two or more words and want to search the complete phrase. By default Salesforce.com search will provide results by adding AND in between two words. For example   Search for “Howard Johnson” will search for “Howard AND Johnson” anywhere on the record Selecting Exact Phrase will search for the complete phrase together. Hence ”Howard Johnson” will search for “Howard Johnson” as a complete phrase.
  8. 8. Searching All Objects By default Salesforce will show the results from the frequently used objects. If you want to search all the objects then click on “Search All” in the object list
  9. 9. ADVANCED SEARCH Using Wildcards and Boolean
  10. 10. Using Wildcard Character asterisk (*)  To conduct a partial word search, you can type an asterisk (*) wildcard at the end (or in the middle) of your search term, or choose the auto-complete option with an asterisk from the search box drop-down list.
  11. 11. Using wildcards - Asterisks  Asterisks match zero or more characters at the middle or end (not the beginning) of your search term. For example, a search for jon* finds items that start with jon, such as, jone, jones, or Jonas. A search for “Jo* Lim” finds items with Jonas Lim or John Lim.
  12. 12. Asterix Important points  Asterisks can only be used at the end or in the middle (not at the beginning)  Your search term must have two or more characters. The special characters, such as * aren’t included in the character count.
  13. 13. Using Boolean Operators  You can refine your search using operators such as AND, OR, and AND NOT. You can use any combination of AND, OR and AND NOT in your search term:
  14. 14. T About hank You Contact Services DhruvSoft Hyderabad – 500082 India USA: (646) 233-1121 India: +91-9704056000 Email:  contact@dhruvsoft.com Web: www.dhruvsoft.com      CRM Consulting CRM Implementation CRM Support Custom Development Integration Technology     Salesforce.com CRM Force.com Zoho CRM Dynamics CRM Online

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