Search : access Salesforce data

The Search component allows you to look up for information stored in Salesforce such as contacts, leads, accounts, campaign, and many more.

Type in the search field what you're looking for and scroll the answers. Once you have founds the right records, simply select them by taping their labels.

  • Scroll and search the possible answers
  • Tap the wanted ones

 

Some tips :

  • The less you type the better it is :
    Example: if a contact is named Thompson-Wilkins, you won't know if the - has been correctly entered or not. Just type Thompson OR Wilkins. This way your sure not to miss it.
  • The maximum number of answers is pre-defined
  • Some filters might apply, based on settings or based on an answer to a previous question.

 

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