How To Search in Salesforce

This document will demonstrate how to search for key words across Salesforce objects.

Accompanying demonstration video

  1. Find the search bar at the top of your Salesforce screen.
    An image of the Salesforce search bar located at the top of your Salesforce screen. The search bar is boxed in red.

  2. Place your cursor in the search bar and type in your key word(s). 
  3. Optional: Click on the down arrow that appears on the left, next to Search: All and select one object in which to search. Alternately, keep the search set to All.
    An image of the Salesforce search bar at the top of the screen with a down-arrow to the left. The down-arrow is circled in red and the drop down menu is open, displaying Salesforce objects to choose from, including all, accounts, affiliations, campaigns, etc.

  4. Enter Return on your keyboard.
  5. If you searched All, results across Salesforce objects will display in a menu on the left. The first five results in each object will be displayed in the main frame to the right of the Search results menu. Click on an object in either the menu or the main frame to display more search results within that object.
    An image of a Salesforce serach results screen with "East High School" typed in the search bar. The Search Results menu is diplayed on the left. The words "Top Results", A:ccounts", "Contacts" and Campaigns" are boxed in red. The first five search results in Accounts is displayed on the right. The words "5_ results - Sorted by Relevance" with a down arrow next to "Relevance" are circled in red. The words "View More" in the upper right are also circled in red.

  6. If you limited your search to a specific object, or if you searched All and then clicked on a specific object within the results, you will arrive at an object's search results page. A list view of the results can be found in the main frame of your screen and can be sorted by any of the columns within the list view. On the left of your screen is the Search Results menu with a Refine By tile where you can further limit your search results.
    A full-screen screen shot of Salesforce search results limted to the Account object. The keywords "East High School" are in the search bar at the top. The left bar has a Refine By menu and the words "Refine By" are boxed in red. The center-right of the screen has Account search results with the words "Sorted by Relevance" and a down arrow boxed in red.

Keywords:
search, bar, results
Doc ID:
151176
Owned by:
Emilie D. in Office of Admissions and Recruitment
Created:
2025-05-23
Updated:
2025-07-14
Sites:
AdmissionsRecruitment-internal