Navigating and Searching Salesforce

Summary

This help article describes how to navigate the app launcher in Salesforce and how to use the Global Search in Salesforce.

Body

This help article describes how to navigate the app launcher in Salesforce and how to use the Global Search in Salesforce.


NOTE: it is always best practice to search Salesforce before creating a new record.



Details

Details

Article ID: 9285
Created
Mon 9/14/26 12:26 PM
Modified
Mon 9/14/26 12:52 PM

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General Salesforce Best Practices
The starting point for using Salesforce at Johnson. Links to guides for navigating and searching, managing your user settings and list views, working with Accounts and Contacts, logging Activities and Tasks, College Engagements, the Outlook integration and multi-factor authentication.