- Salesforce for Beginners
- Sharif Shaalan
- 112字
- 2021-06-24 16:16:03
Search
At the top of the page, you will notice the global search bar. This search bar allows you to enter any search term and returns any object where that term is included. In the following example, I searched for grand hotels. Notice that Salesforce returns the Accounts, Opportunities, and Contacts where this term is present:
Once you have looked at the top results, you can narrow the search down to a specific object and refine the search further, if needed:
In the preceding example, I narrowed the search down to the Opportunity object and further refined the search by setting the Stage filter under Opportunities to Closed Won.
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