Searching for records

You can use the partial-matching search to look up specific Salesforce records.

1. In the bottom part of the page, locate the title of the record search panel and click it. The title may vary depending on the label you entered.

   

2. Select the Salesforce object to search for or search against all Salesforce objects.

3. In the Search box, enter the text query to look up.

4. Click Search.

If any records matching your search query are found, you will see them in search results.

note

The InCountry Data Residency for Salesforce package looks up only in the fields that were configured as searchable with the selected key.

Using Advanced Search

To access the Advanced Search menu:

1. Click the expand icon.

   

2. Select the Salesforce object to search for or search against all Salesforce objects.

   

3. The Advanced search panel will pop up in the left part of the screen.

   

4. Click Advanced search and enter lookup values for regulated fields you configured as searchable (key1-key20).

   

5. Click Search.

If any records matching your search query are found, you will see them in search results.