Using Search in Salesforce.com CRM

Basics of using Global Search in

Salesforce.com

Using Global Search

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

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.

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

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

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.

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

Using Wildcards and Boolean

Advanced Search

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.

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.

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.

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:

DhruvSoft

# 403, Venkatrama Apartments, ThakurLane, Somajiguda,

Hyderabad - 500082, India

Email: contact@dhruvsoft.com | Web: www.dhruvsoft.com

Thank You