Search

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
• 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

Basic Search

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

Restricted Search

Restricted Search