Difference between revisions of "Search"
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:*To search in specific fields, or to create more complex searches, you'll want to [[HowTo:Filter a View to Restrict the Records it Displays|Filter a View to Restrict the Records it Displays]]. | :*To search in specific fields, or to create more complex searches, you'll want to [[HowTo:Filter a View to Restrict the Records it Displays|Filter a View to Restrict the Records it Displays]]. | ||
:*Improve search speed and performance by configuring ''Search Fields'' to create an index for the object<br>''Learn more:'' [[Record Locator]]s | :*Improve search speed and performance by configuring ''Search Fields'' to create an index for the object<br>''Learn more:'' [[Record Locator]]s | ||
:*[[Available | :*[[Available Permissions|Permissions]] associated with [[Role]]s determine which records are visible to a given user | ||
:* A specific syntax is required to search using a [[Multi Object Lookup]] field.<br>''Learn more:'' [[Multi Object Lookup#Considerations]] | :* A specific syntax is required to search using a [[Multi Object Lookup]] field.<br>''Learn more:'' [[Multi Object Lookup#Considerations]] | ||
Revision as of 23:17, 20 June 2012
About Search
A search action finds all records in the platform that contain the characters or words you specify. If the specified characters appear in any field in a record, the record is displayed.
- Considerations
-
- To search in specific fields, or to create more complex searches, you'll want to Filter a View to Restrict the Records it Displays.
- Improve search speed and performance by configuring Search Fields to create an index for the object
Learn more: Record Locators - Permissions associated with Roles determine which records are visible to a given user
- A specific syntax is required to search using a Multi Object Lookup field.
Learn more: Multi Object Lookup#Considerations
Basic Search
- Enter a search term (an Account Name, Contact name, etc.) in the Search field:
- Click the Magnifier Glass icon
