Global Object and Related Records Search

Salesforce has added another shortcut option to the instant result dropdown box. When you know particular object you want to search, type the name of the object in the search box. There will be the option to limit your search to that object only. This feature is available in Lightning Experience only and in All Editions except Database.com.

For example, you’re on a Lead’s page and want to search for an account. Typing “accounts” in the search box shows the dropdown box. Then choose the option to limit your search to Accounts (1).

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admin June 5, 2017 0 Comments