Search

About Search

The search action finds all records in the platform that match specified keywords. Users can create simple keyword searches or build advanced search criteria to locate records in Objects.

Considerations

• In general, you'll use a Search to find a specific record. To view a set of records, explore the View Filter options.
• Improve search speed and performance by configuring Search Fields to create an index for the object
  Learn more: Record Locators
• It is possible to conduct a simple keyword search from any tab, but only certain tabs support Advanced Search
• The Calendar and Reports objects are excluded from Search
• Permission Rights associated with Roles determine whether a particular record is visible to the user
• A specific syntax is required to search using a Multi Object Lookup field.
  Learn more: Multi Object Lookup#Considerations

Doing a Basic Search

1. Enter a search term (an Account Name, Contact name, etc.) in the Search field
2. Click the Magnifier Glass icon.

File:Search.gif

Advanced Search

Advanced Search