Welcome to the second blog in this series, focusing on speeding up your navigation when using Salesforce.
These customizations aren't global changes for all users—they’re specific to your personal view in Salesforce Classic.
If you have any additional tips and tricks on this topic, please share your feedback in the comments!
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, clickSearch, or click the option for "starts with" search.
Search is smart. It remembers which objects you've use and how often you use them. By default, what you search for most recently appears first.
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, clickOptionsand selectExact 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.
The Salesforce Classic user interface is composed of tabs that serve as starting points for viewing, adding, and editing information for an object.
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.
Navigate to Personal Setup, then My Personal Information, then Change My Display.
ClickCustomize My Tabs.
You can add and remove tabs (1), plus change the order of the tabs you see (2).
Related Lists on a Page
Related Lists contain records on other objects related to the main record and are found in two places on a Salesforce Page Layout.
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.
ClickSetup, then Personal Setup, My Personal Information, Change My Display
Select the object you want to customise from the drop-down menu, and clickCustomize 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
You have the ability to hide sections of the page layout. Once hidden they stay hidden on all records of that object until you expand them again.
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.
Do you have a tip to share? Please share! Add a comment below...
Global Business Systems Analyst
Working with Pitney Bowes and the ServiceMax solution since 2011. I have worked on deploying ServiceMax to Norway, Sweden, Denmark, Finland, France, Germany, Switzerland, Austria, Ireland, United Kingdom, Canada and the US. I have worked on support, business analysis, architectural reviews, design, requirements gathering, implementation, testing management etc.
I am a certified ServiceMax Advanced Administrator.
NB: Any views/suggestions/recommendations given on this community are my own and do not represent the views/ recommendations/suggestions of Pitney Bowes.