| title | Account management |
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Terminology | |
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Search functions | |
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Salesforce.com offers advanced search functionalities to help you easily find information within CRM. When searching for information related to a specific object, for example an account, you can either go to the related tab, such as
Besides, to find information, you can rely on the search functions. There are 2 types of search functions, for which different search principles apply:
1.The global search (on top of the Salesforce page)  2.The lookups search functions embedded in the interface to find a specific pre-defined object, for example to find a Corporate Group  | |
1. The Global Search
You find search results for all the objects you most work with that are related to your search criteria ”Wayne”; the object you most work with can be accounts, contacts, visit reports, etc. where the word ‘Wayne’ appears’ in the specific record itself and/or in the attachment related to these records. Besides, search results are ordered according to the items you work with most.
| If no result is turned for one specific object you are looking for, you can click on Search all to extend the search query also to object you are not used to work often
You can also reorder the search results according to which object you want to display on top of the list by clicking the “pin to top” option; and also click on Unpin if you want to restore your previous settings.
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2. The Lookup Search Lookup search are used to search for information that is related to another object in the CRM. A. You can enter your search directly in the box and click on the ‘lookup’ glass to view the choices OR directly click on the ‘lookup’ glass to start your search
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