Welcome to the second blog in this series, focusing on speeding up your navigation when using Salesforce.
Search for Records
To search, type a term into the search box at the top of any screen. The search feature suggests matches as you type. It prompts you to switch to a "starts with" search after you’ve entered two or more characters. To see a full list of search results, press enter, click Search, or click the option for "starts with" search.
You can refine/improve your search from the Search results page in the following ways.
- To expand the search, add an asterisk (*) or question mark (?) to your search keywords.
- To make your search more specific, use standard search operators like AND, OR, or AND NOT.
- To limit the search to an exact phrase, click Options and select Exact phrase, or enclose your search keywords in quotes.
- To sort your search results in ascending or descending order, click column headings.
- To prioritize your results you can pin certain objects so they always show at the top. Contacts and Accounts are pinned in the screenshot below. Find out how in the Salesforce Classic video below at 0:55.
Watch for more information:
Customize What You See
Tabs for Navigation
One of the easiest, and most effective, customisations in Salesforce is changing the tabs that appear when you log in.
- Click the drop-down arrow next to your name.
- Click Setup.
- Navigate to Personal Setup, then My Personal Information, then Change My Display.
- Click Customize My Tabs.
You can add and remove tabs (1), plus change the order of the tabs you see (2).
Related Lists on a Page
At the top:
Or the bottom:
You can customize which Related Lists you see and in what order.
- In the upper right corner, click on your name.
- Click Setup, then Personal Setup, My Personal Information, Change My Display
- Select the object you want to customise from the drop-down menu, and click Customize Page.
- You can then add and remove related lists (1), plus change the order of the related lists you see (2).
Sections on a Page
Next to the section header click the triangle and it will collapse or expand that section. Making this change will speed up scrolling through a record, as well as help you focus on the information relevant to you.
Hold Ctrl and then press F. This opens a search window top right of the page (depending on the browser you are using) and allows you to search for any text string on the whole page you are on, not just the bit you can see.
Salesforce fields that are underlined and hold values are lookup fields. An example is Case Number on a Work Order.
Salesforce fields that are underlined and hold values are lookup fields. An example is Case Number on a Work Order. When you click on this value, it takes you to a related record. If you hold the Ctrl key when you do this the related record opens in a new tab on your browser. If you hold the Shift Key instead it will be a new window.