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Note that not all Setup objects are searchable, and results are matched only against the name of the record.Īs a Salesforce Admin, you’ve got a lot going on. Click More if you don’t see what you’re looking for right away. See results for different Setup objects by clicking through the search navigation below global search. You’ll be taken to a search results page that lists Setup records with name fields that match your search term. To take advantage of this super cool shortcut, enter the name of the Setup record in global search and press Enter. Global search finds specific Setup records, like the Lead Source picklist field or the Sales Rep profile. Quick Find locates Setup pages, such as Account Settings or Profiles, based on their page title. You might be wondering how this is any different from Quick Find. But, if you take a closer look, you’ll notice that you can search Setup records with global search. For more information, see Find Object Management Settings in Lightning Experience in Salesforce Help.Īt first glance, you might just see the usual global search, which lets you search records across multiple objects in Salesforce. Always check the Object Manager if you can’t find what you want in Quick Find. In Lightning Experience, most object settings, such as fields, layouts, record types, buttons, and links, are available from the Object Manager in Setup. As you type, the list only shows the pages that match your search term.
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And, no scrolling! Just start typing in the Quick Find box. It’s the fastest way to find a page within Setup because you don’t need to remember where the page you’re looking for falls in the menu. You’re probably already familiar with Quick Find. Ready to start the tour? Follow us to learn about the most commonly used features! Here’s a quick overview of some spots of particular interest to you, and then we’ll cover each in more detail. Instead, we’ve made it easy: It’s all about shortcuts. As you become familiar with the Setup area, there’s no need to memorize click paths. Setup Home is a launchpad for getting you where you want to go super fast. Didn’t you learn a lot more than by stumbling through on your own? Well, consider this your own personal docent tour of Salesforce Setup Home in Lightning Experience. You’ve probably been on a tour before at a museum, historical site, or even your best friend’s new home. Editor’s Note: This is one of our most popular posts, so we’ve updated it with the latest information and resources.