Use Global File Advanced Search

You can perform a global file search across all records using File Advanced Search.

  1. Open the App Launcher > File Advanced Search.
  2. Input filter criteria.
  3. Select Go (or hit Enter/Return).

Toggle Between Record Types

The Related To field in the File Advanced Search options enables users to limit the scope of their search to a specific record. When blank, all supported records are searched.

Limitations

The Related To field displays a list of recently viewed Record Names, shown below:

docrio_global_search_limitation.jpeg

These Names are not accepted as search criteria. Instead, input a value related to the Display Field of the record you want to find. Display Fields might vary per object based on the configuration of your Salesforce Org.

Was this article helpful?
0 out of 0 found this helpful