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Blog
Home Salesforce Search for Contacts Using the Account Name
Salesforce

Search for Contacts Using the Account Name

GetOnCRM Solutions June 5, 2017 0 Comments

Now you will be able to find the right person, right away. Simply by entering a contact and account name while you search. This change will apply to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app. It is available in All Editions except Database.com.

It’s easier finding a contact than it ever was. Enter a first or last name, or both, also the account name. Contacts matching the search terms and relate the specified account are returned.

Search TermReturned ContactRelated Account
Rachel RaymondRachel McAdamsRaymond Industries
Carol Sandburg IramondCarol SandburgIramond Industries
Search for Contacts Using the Account Name
Search for Contacts Using the Account Name

Although it is not required to use the feature, if you’re using Contacts to Multiple Accounts, this feature will search across both direct and indirect account relationships for a contact.

Salesforce
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