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
• Data Access Permissions 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

Doing a Search

1. Enter a search term (an Account Name, Contact name, etc.) in the Search field:

   

2. Use the down arrow at the end of the field to specify the objects to search
3. Press Enter or click the Magnifier Glass icon