Quick summary
Salesforce offers two powerful search methods — the global search bar and the Quick Find tool — letting users instantly locate accounts, leads, and configuration settings from any screen in the dashboard.
Steps
- Locate the top-center search bar on the Salesforce dashboard, type what you're looking for (e.g., account name, lead), then press Enter to run the search.
- Click Open Advanced Setup by selecting the gear icon at the top right of the dashboard to access deeper configuration options.
- Use the Quick Find search bar in the left side menu to rapidly locate configuration settings, objects, and admin tools.
