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Salesforce for Beginners - Second Edition

You're reading from  Salesforce for Beginners - Second Edition

Product type Book
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Pages 532 pages
Edition 2nd Edition
Languages
Concepts
Authors (2):
Sharif Shaalan Sharif Shaalan
Profile icon Sharif Shaalan
Timothy Royer Timothy Royer
Profile icon Timothy Royer
View More author details

Table of Contents (24) Chapters

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Exploring search options

At the top of the page, you will notice the global search bar. This allows you to enter any search term and returns any objects where that term is included. In the following example, I searched for grand hotels. Notice that Salesforce returns the Accounts, Opportunities, and Contacts where this term is present:

Graphical user interface, text, application, email  Description automatically generated

Figure 1.5: Searching for a business also shows any Opportunities or Contacts related to that account

Once you have looked at the top results, you can narrow the search down to a specific object and refine the search further, if needed:

Graphical user interface, text, application  Description automatically generated

Figure 1.6: Using the SEARCH RESULTS menu on the left side of the screen to filter results

In the preceding example, I narrowed the search down to the Opportunity object and further refined the search by setting the Stage filter under Opportunities to Closed Won.

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