The Salesforce Search tool allows users to quickly configure searches of Salesforce Objects and Fields without having to know SOQL.
Users can choose to use the predefined filters or configure their own customized filters and save them for further use.
Accessing Salesforce Search
To access the Salesforce Search function:
- Go to the top navigation bar and click on Salesforce:
- You will be taken to the Salesforce Search screen, where you can use Quick Filters or configure a Saved Filter: