To search your main feed: In the navigation menu, select Chatter. Tap the search box. Type your keywords then start the search from the keyboard. Easily Find Your Records with Spotlight Search Use your iOS device’s built-in Spotlight Search feature to find Salesforce records without even opening the app!
Full Answer
How to search for a data in Salesforce?
To search for a data we have three different options in salesforce. Global Search (With chatter enabled). Sidebar Search (With Chatter disabled). Advanced Search (with Chatter disabled).
How to locate and launch the your account app from within Salesforce?
2 What's one way to locate and launch the Your Account app from within your Salesforce org? . Click the Setup gear icon and then click Your Account. . Search for Your Account in your browser.
How do I find a user's Salesforce ID?
https://<YourInstanceOrMyDomainHere>.lightning.force.com/lightning/setup/ManageUsers/page?address=%2F 00530000003xqAb %3Fnoredirect%3D1%26isUserEntityOverride%3D1 In each URL above, the User's Salesforce ID is 00530000003xqAb Navigate to the User's Profile. For instructions, see our Manage Profile Lists documentation.
How can a user get access to an account in Salesforce?
The user can get access to account to all possible ways that salesforce can provide (Sharing rules, Role Hierharchies, Record Ownership, Account Team etc...). I looked around on AccountShare object, GroupMember, UserRecordAcess, Role object. but could not really connect all the dots together to come up with logic to accomplish this.
How do I see all my Salesforce accounts?
My guess is that you may all ready have a List view labelled All Accounts, you will need to click Account Tab, Under the View Drop Down see if you have a List view labelled All Accounts and Click on Go.
How do I pull an account list in Salesforce?
Click on Reports tab.Click on New Report button.Enter Account History into the 'Search Report Types...' box.Select Account History and click on Continue (in Lightning) or Create (in Classic).Customize, save, and run your report.Export the report.The file will be downloaded with Account History information.
How do I know how many accounts I have in Salesforce?
You can just use a SOQL query to find the number of account records in an apex trigger and update it on an account field. integer count = [select count() from account]; system.
Why can't I see all accounts in Salesforce?
If Users (other than System Administrators) are unable to filter by All Accounts while creating new or accessing existing "Contacts & Accounts" reports, it's likely because the "Account Name" field for the Contact object is not visible to their User Profile via Field-Level Security.
How do I see all contacts in Salesforce?
Next, go to Setup > Customize > Contacts > Buttons, Links, and Actions, click "Edit" next to Contacts Tab, and choose your new page. Now, when you click on the Contacts tab, it will take you to your last list view. Simply choose the "All Contacts" view, and salesforce.com will remember this selection for you.
How do I pull an email list from Salesforce?
0:063:11How to Export All Contacts from Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo the first thing to do is click on the filters tab and you can see there's a couple defaultMoreSo the first thing to do is click on the filters tab and you can see there's a couple default filters in place this one here says show me my contacts well i want to change that.
How many records do I have in Salesforce?
You can go to (classic) Setup -> Company Information -> Company Profile. Somewhere on this page it shows your data usage, the value is a link. If you click this link you are directed to a page that shows exact data usage based on number of records of all entities.
How do I find the number of leads in Salesforce?
To find the exact number of your records, login your Salesforce and go the Report module and click on the “New Report” button. Such customized reports may be applied for calculation contacts, accounts, leads, opportunities, campaigns, orders, contracts and activities.
How do I show top 10 reports in Salesforce?
You can set the maximum number of records to display in a tabular report by clicking Add | Row Limit in report builder. Set the number of rows, then choose a field to sort by, and the sort order. Limiting rows on a tabular report allows you to use it as a source report for dashboard table and chart components.
What is record owner in Salesforce?
Record ownership is at the core of Salesforce's record access capabilities, which allow you to specify which users or types of users should be able to access specific records or types of records.
How do I enable list view controls in Salesforce?
Create a List ViewFrom the App Launcher, find and select the Sales app and select the Accounts tab.From the list view controls ( ), select New.Name the list Channel Customers .Select All users can see this list view.Click Save. ... Click Add Filter.From the Field dropdown menu, select Type.Select the equals operator.More items...
How do I enable list view controls?
Actions you can take for list views are available in the List View Controls menu .Under List View Controls, select New. ... Give your list a name and unique API name.Choose who can see this list view: just you, or all users, including Partner and Customer Portal users.Click Save.More items...
What is Salesforce Global Search?
Global Search in Salesforce is available at the right top of the application. Here we can search data across our organization. Global search is available only when chatter is enabled.
What is Sidebar Search?
Sidebar search is available on the sidebar only when the chatter is disabled. We can convert sidebar search into advanced search.
What is the Your Account App?
We’ve introduced a new app that enables you to browse and buy Salesforce products and licenses easier and faster than ever before. Get the information you need, when you need it, right in your Salesforce org.
How to Find the Your Account App
There are two ways to launch the Your Account app, and to launch the app you must have the Manage Billing permission.
How to Buy Products and Licenses
After you launch the Your Account app, click the Browse and Buy tile on the home page. If you have multiple contracts, you’ll select the contract that you want to buy products or licenses for.
How to Manage Your Contracts
To manage your contracts, click the View your Contracts tile on the Your Account home page. From there, you can take the following actions:
How to Get Help and Give Feedback on the Your Account App
If you have questions about the Your Account App, you can contact support or communicate with your account contact. Click Contact Support or email your account contact on the home page. Click Give Feedback to share your thoughts on the app.
