This is a guide detailing how to search for records. In order to use this guide you will need to know both what you are searching for and also what kind of record it is.

This specific guide will demonstrate searching for a specific contact, however the principles are the same regardless of the object.

Select the main search bar. This can be used from anywhere in Salesforce to find any records in salesforce. Enter relevant details you are searching for

• Name of record
• Unique identifiers (ie. USI)

The search will only function properly with at least 3 characters entered.

Note: you cannot enter symbols including dates or dollar values, the search function will not work properly

Assuming the record does not appear in the shortlist, then you will select the following icon, this will take you to the full search list.

Select the type of object you are trying to search for (for the demonstration it is a contact)

Add partial or full details to narrow down the list.

Ideas:

• First name
• Last Name
• E-Mail Domain (@hotmail.com.au)
• Suburb, some other part of the address
• USI

Note: Birthdate is not a useful search

When using filters DO NOT PRESS ENTER. Make sure to use the mouse to click the search icon. Not doing this can result in needing to restart the search from the beginning.

Once you have narrowed down the list sufficiently to be able to select the correct record them select the record.