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href="#the-power-of-search-in-the-salesforce-mobile-app">The Power of Search in the Salesforce Mobile App</a></li><li><a href="#find-items-with-global-search">Find Items with Global Search</a></li><li><a href="#easily-find-your-records-with-spotlight-search">Easily Find Your Records with Spotlight Search</a></li> <li class='divider'></li> <li class='topic-challenge slds-p-vertical_x-small slds-m-vertical_small'> <a class="slds-grid slds-grid_align-spread slds-grid_vertical-align-center slds-p-vertical_x-small" href="#challenge"><span> Challenge </span> <span class='slds-badge th-badge--primary'> +100 points </span> </a></li> <li class='divider'></li> </ul> </div> <h2 class="help-link-heading">Looking for Help?</h2> <div style="margin-bottom: 16px;"> <a data-controller="button-link" class="button-link button-link--flex" href="https://help.salesforce.com/services/auth/sso/trailheadlogincommunity?startURL=/s" target="_blank" data-cta_type="help_link" 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<aside class="th-sfdc-product-links_link-container"> <a target="_blank" data-lang="en" data-api-name="lex_salesforce1_basics_search" data-assessment-type="hoc" data-content-uid="025ec72e-b5f0-7676-7643-986a920a6394" data-content-type="Th::Unit" data-cta-type="demo" data-cta-url="https://salesforce.vidyard.com/watch/y5M3io1fZBdsMS5kd1uTTb/?d=701ed000001S6ujAAC" data-title="See Salesforce Platform in action" data-product-name="Salesforce Platform" data-product-filter="a4973f7d-37fb-4570-b8a7-a2c55cf49b46" href="https://salesforce.vidyard.com/watch/y5M3io1fZBdsMS5kd1uTTb/?d=701ed000001S6ujAAC">See Salesforce Platform in action</a> </aside> <aside class="th-sfdc-product-links_link-container"> <a target="_blank" data-lang="en" data-api-name="lex_salesforce1_basics_search" data-assessment-type="hoc" data-content-uid="025ec72e-b5f0-7676-7643-986a920a6394" data-content-type="Th::Unit" data-cta-type="product" data-cta-url="https://salesforce.com/platform?d=701ed000001SBEVAA4" data-title="Learn more about Salesforce Platform" data-product-name="Salesforce Platform" data-product-filter="a4973f7d-37fb-4570-b8a7-a2c55cf49b46" href="https://salesforce.com/platform?d=701ed000001SBEVAA4">Learn more about Salesforce Platform</a> </aside> <aside class="th-sfdc-product-links_link-container"> <a target="_blank" data-lang="en" data-api-name="lex_salesforce1_basics_search" data-assessment-type="hoc" data-content-uid="025ec72e-b5f0-7676-7643-986a920a6394" data-content-type="Th::Unit" data-cta-type="trial" data-cta-url="https://www.salesforce.com/form/signup/freetrial-platform?d=701ed000001R1doAAC" data-title="Start a free Salesforce Platform trial today" data-product-name="Salesforce Platform" data-product-filter="a4973f7d-37fb-4570-b8a7-a2c55cf49b46" href="https://www.salesforce.com/form/signup/freetrial-platform?d=701ed000001R1doAAC">Start a free Salesforce Platform trial today</a> </aside> </article> </div> </div> </div> <article class='slds-large-size_9-of-12 slds-size_12-of-12 slds-col slds-order_1'> <h1 class='slds-p-top_small slds-text-heading_large'> Find Your Data </h1> <div class='unit-content'> <p><strong> </strong></p><p><strong> </strong></p><h2 id="learning-objectives"><span>Learning Objectives</span></h2><p> After completing this unit, you'll be able to: </p><ul style="list-style: disc;"> <li style="list-style-type: inherit;">Identify the two types of search available within the Salesforce mobile app. <br> </li> <li style="list-style-type: inherit;">Find records using global search. <br> </li> <li style="list-style-type: inherit;">Find items in the Salesforce mobile app using your iOS device's built-in Spotlight Search feature. <br> </li> </ul><h2 id="the-power-of-search-in-the-salesforce-mobile-app"><span>The Power of Search in the Salesforce Mobile App</span></h2><p>Have you ever forgotten where you placed important items, such as car keys, eyeglasses, or your phone? It happens to all of us. But, fortunately, mobile search never forgets where your important data lives. </p><p>Let鈥檚 check back in with our fearless field sales rep, Alice B. Closing, who just finished up a presentation to her customer, Global Media. They liked what they saw and asked for a proposal. Before heading to her next appointment, Alice wants to find the current opportunity for Global Media so she can move it to the next stage and add some notes. Let鈥檚 learn about the ways Alice can find what she鈥檚 looking for in the Salesforce mobile app. </p><p>There are two ways to search for information in the app: </p><ul style="list-style: disc;"> <li style="list-style-type: inherit;"> <strong>Global Search</strong> : Find a record across objects, such as a person who could be either a contact or lead. From the search results page, you can narrow your search to see results for a single object. <br> </li> <li style="list-style-type: inherit;"> <strong>Spotlight Search</strong> : Find records without even opening the Salesforce mobile app. <br> </li> </ul><div class="box message info" style="margin-left: 0.0px"><div class="inner"><div class="bd"><div class="media"> <img src="https://res.cloudinary.com/hy4kyit2a/image/upload/doc/trailhead/en-usb473bb5ea1b7e61dfb07e6a7e547de6b.gif" alt="Note" role="presentation" class="img mtm"><div class="mediaBd"><div class="message-media-content"><p>Tasks and events aren't available in search results in the Salesforce mobile app. </p></div></div> </div></div></div></div><p>Let鈥檚 take a closer look at each of these search options. </p><h2 id="find-items-with-global-search"><span>Find Items with Global Search</span></h2><p>Global search finds matching records in multiple objects. For example, search for Acme to get results for the Acme account as well as your opportunities for Acme. Or maybe you鈥檙e not sure if Juliet Capulet was converted to a contact or if she鈥檚 still a lead. Global search finds her record either way. </p><p>To use global search: </p><ol style="list-style: decimal;"><li style="list-style-type: inherit;">In the header, tap the search icon.聽 <br> </li></ol><p><img src="https://res.cloudinary.com/hy4kyit2a/f_auto,fl_lossy,q_70/learn/modules/lex_salesforce1_basics/lex_salesforce1_basics_search/images/3a5ec30e375703e0c19fea2b4aac2508_kix.i50uwesseiab.png" alt="Search Icon in Header" width="320.0" class="image">聽 </p><p>This instantly opens a list of your most recently used records across all objects. </p><ol style="list-style: decimal;" start="2"> <li style="list-style-type: inherit;">Type your search terms. The list of recently accessed items changes to show only items that match what you鈥檝e typed so far. At any point, you can tap an item in the list to open it. <br> </li> <li style="list-style-type: inherit;">If you don鈥檛 see what you鈥檙e looking for in the list of recently accessed items, you can search more records by tapping the first result, which has the search symbol and any search terms you typed in.聽 <br> </li> </ol><p><img src="https://res.cloudinary.com/hy4kyit2a/f_auto,fl_lossy,q_70/learn/modules/lex_salesforce1_basics/lex_salesforce1_basics_search/images/e56d495fb07d69bdfecfe87fbecb13ad_kix.m7ya15au2vo9.png" alt="Recent Search Results" width="320.0" class="image"></p><ol style="list-style: decimal;" start="4"><li style="list-style-type: inherit;">Now you see all available results of your search, sorted by object type. Find the result you want and tap it to see more details.聽 <br> </li></ol><p><img src="https://res.cloudinary.com/hy4kyit2a/f_auto,fl_lossy,q_70/learn/modules/lex_salesforce1_basics/lex_salesforce1_basics_search/images/5ccc1f4bc7bff7700269427619fd75e3_kix.cum1tl57orui.png" alt="Search Top Results" width="320.0" class="image"></p><p>From the search results page, you can narrow your search to see results for a single object. Tap the name of the object in the search scope bar, just below the search box. To see a complete list of objects you can search, tap <strong>More</strong> at the end of the search scope bar. Then tap the name of an object in the list to search it. </p><h2 id="easily-find-your-records-with-spotlight-search"><span>Easily Find Your Records with Spotlight Search</span></h2><p>Use your iOS device鈥檚 built-in Spotlight Search feature to find Salesforce records without even opening the app! To use Spotlight search, type in keywords like account name, job title, or company name to find the records you need. </p><p>Here are a few things to keep in mind: </p><ul style="list-style: disc;"> <li style="list-style-type: inherit;">You won鈥檛 be able to use Spotlight Search if you have to enter a PIN to use the Salesforce mobile app or if your org has disabled offline caching. <br> </li> <li style="list-style-type: inherit;">Only your 200 most recently accessed contacts are indexed in Spotlight Search. <br> </li> <li style="list-style-type: inherit;">This feature is only available Salesforce for iOS, version 11.0 or later. <br> </li> <li style="list-style-type: inherit;">If you have multiple accounts on Salesforce, your search results are for the account you鈥檙e currently using. <br> </li> </ul><p>The Salesforce mobile app makes it easy to find what you鈥檙e looking for. </p> </div> <div id='challenge'> <div data-react-class="challenge/Challenge" data-react-props="{&quot;authenticated&quot;:false,&quot;msa_signed&quot;:false,&quot;challenge&quot;:{&quot;unit_uid&quot;:&quot;02e0ff7c-160e-1d46-e0ce-b74a64969867&quot;,&quot;api_name&quot;:&quot;lex_salesforce1_basics_search&quot;,&quot;content_uid&quot;:&quot;025ec72e-b5f0-7676-7643-986a920a6394&quot;,&quot;module_uid&quot;:&quot;025ec72e-b5f0-766a-967a-d38b03cc8f75&quot;,&quot;module_api_name&quot;:&quot;lex_salesforce1_basics&quot;,&quot;questions&quot;:[{&quot;question&quot;:&quot;What are examples of objects that can be found using global search in the Salesforce mobile app?\n&quot;,&quot;options&quot;:[&quot;Accounts, contacts, and events\n&quot;,&quot;Accounts, contacts, and tasks\n&quot;,&quot;Accounts, contacts, and opportunities\n&quot;,&quot;Accounts, contacts, opportunities, and tasks\n&quot;]},{&quot;question&quot;:&quot;True or false: You can find Salesforce records without even opening the app.\n&quot;,&quot;options&quot;:[&quot;True\n&quot;,&quot;False\n&quot;]}],&quot;points_earned&quot;:null,&quot;points&quot;:100.0,&quot;points_next&quot;:50.0,&quot;completed&quot;:false,&quot;attempts&quot;:0,&quot;type&quot;:&quot;quiz&quot;,&quot;description&quot;:&quot;&quot;,&quot;requirements&quot;:[],&quot;title&quot;:&quot;&quot;,&quot;unit_type&quot;:&quot;unit&quot;,&quot;show_recommendations_on_complete&quot;:null,&quot;hide_org_picker&quot;:false,&quot;badge_ratings&quot;:{&quot;show_badge_ratings&quot;:true,&quot;api_name&quot;:&quot;lex_salesforce1_basics&quot;,&quot;trackable&quot;:true},&quot;preview_mode&quot;:false,&quot;assessment_evaluation_context&quot;:{&quot;type&quot;:&quot;mcq&quot;,&quot;title&quot;:&quot;&quot;,&quot;description&quot;:&quot;&quot;,&quot;requirements&quot;:[],&quot;questions&quot;:[{&quot;question&quot;:&quot;What are examples of objects that can be found using global search in the Salesforce mobile app?\n&quot;,&quot;options&quot;:[&quot;Accounts, contacts, and events\n&quot;,&quot;Accounts, contacts, and tasks\n&quot;,&quot;Accounts, contacts, and opportunities\n&quot;,&quot;Accounts, contacts, opportunities, and tasks\n&quot;]},{&quot;question&quot;:&quot;True or false: You can find Salesforce records without even opening the app.\n&quot;,&quot;options&quot;:[&quot;True\n&quot;,&quot;False\n&quot;]}],&quot;enhanced_quiz_options_supported&quot;:true,&quot;enhanced_quiz_retake_enabled&quot;:true},&quot;disconnect_mulesoft_anypoint_account_path&quot;:&quot;/auth/mulesoft_anypoint/delete&quot;,&quot;trial_cta&quot;:null},&quot;next_challenge&quot;:{&quot;next_challenge&quot;:{&quot;title&quot;:&quot;Get Started with the Salesforce Mobile App&quot;,&quot;url&quot;:&quot;/content/learn/modules/lex_salesforce1_basics/lex_salesforce1_basics_getting_started&quot;},&quot;next_parent&quot;:false,&quot;next_trailmix_item&quot;:false,&quot;all_parents&quot;:{&quot;url&quot;:&quot;/modules&quot;,&quot;type&quot;:&quot;module&quot;},&quot;parent_trailmix&quot;:{}},&quot;sharing&quot;:{&quot;app_id&quot;:140586622674265,&quot;content&quot;:{&quot;title&quot;:&quot;Salesforce Mobile App Basics&quot;,&quot;description&quot;:&quot;Collaborate with your teammates on the go with the Salesforce mobile app.&quot;},&quot;public&quot;:true},&quot;rewards&quot;:null,&quot;tp_help_link&quot;:&quot;\u003ca rel=\&quot;noopener noreferrer\&quot; 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