HowTo:Search a View to Find Records

For:   Users Level: Intermediate Time: 5 minutes See more:     ◾ HowTo Guides

About Search

A search action finds all records in the platform that contain the characters or words you specify. If the specified characters appear in any field in a record, the record is displayed.

Considerations

• To search in specific fields, or to create more complex searches, you'll want to Filter a View to Restrict the Records it Displays.
• Improve search speed and performance by configuring Search Fields to create an index for the object
  Learn more: Record Locators
• Data Access Permissions determine which records are visible to a given user
• A specific syntax is required to search using a Multi Object Lookup field.
  Learn more: Multi Object Lookup#Considerations

Basic Search

1. Enter a search term (an Account Name, Contact name, etc.) in the Search field:

   

2. Click the Magnifier Glass icon

Restricted Search

By default, a Search examines all records in the current object. But you can change the Search mode to:

• Search only those records in the current view
• Search only those records you own (My Records)

Tip: Reducing the scope of the search generally makes it run faster.

To change the Search mode:

1. From the Search bar, click the down arrow:

   

2. Select your search option:
   • Search - Normal search
   • Search within Selected View Only - Search only those records that appear in the current View.
   • Search My Records Only - Restrict the search to records you own
3. Enter the Search text for the record(s) you want to locate
4. Click the [Search] button.

When the search completes, the records that match your criteria are displayed, and the current view indicator changes to show that you are displaying search results:

To return to a different view, click the down arrow next to the view indicator and make a selection from the list it displays.