Salesforce.com is the leading CRM used by numerous organizations across the world. This presentation describes how to use the Salesforce search feature to quickly locate and find information you need in Salesforce.com CRM. The presentations talks about basic search features as well advanced search techniques in Salesforce.com CRM.

1. USING SEARCH IN
SALESFORCE.COM CRM

2. USING GLOBAL
SEARCH
Basics of using Global Search in
Salesforce.com

3. 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

4. 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.

5. 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

6. 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

7. 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.

8. 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

9. ADVANCED SEARCH
Using Wildcards and Boolean

10. 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.

11. 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.

12. 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.

13. 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:

14. T About hank You
Contact
Services
DhruvSoft
Hyderabad – 500082
India
USA: (646) 233-1121
India: +91-9704056000
Email:

contact@dhruvsoft.com
Web: www.dhruvsoft.com
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