Searching for part of a phone number doesn't always return the results you expect. For example, you search for 567 to find the phone number 1(555)123-4567.
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Can you search by phone number on Salesforce?
Example When searching for a record using a phone number, enter a complete number. Searching for part of a phone number doesn't always return the results you expect. For example, you search for 567 to find the phone number 1(555)123-4567.
How to find the number of contacts in Salesforce?
To find the exact number of your records, login your Salesforce and go the Report module and click on the “New Report” button. Such customized reports may be applied for calculation contacts, accounts, leads, opportunities, campaigns, orders, contracts and activities.
How do I search for someone in Salesforce?
Search for users by entering a first or last name in the search box at the top of the page. The list automatically filters based on what you type. As of Spring '19 external users appear in the user lookup for people who use Lightning Experience.
How do I look up a customer in Salesforce?
To search for a client:
1
Click Client Search.
2
Enter your search terms in Search. For example, First Name, Last Name, Preferred Name, Client ID, or Birthdate. Results will narrow as you type.
3
Click the client's name in the results to see their Contact record.
Mar 22, 2017 · Hi All, I am trying find a contact by phone number. I'm able to find a Contact whose phone⌗ is exactly xxxxxxxxxx or something like ...
Use client search to find clients by first name, last name, preferred name, client id, or birthdate. Client Search is available at the bottom of all pages.
To find specific contacts or use the search field to search for a specific contact key value, sort through the available columns.
Mar 9, 2021 · One solution I can offer is. Create a formula field with the formula RIGHT(Phone, 7) (7 or however many digits from the end you will be ...
Search Salesforce Records searches all records in your Salesforce organization. Under Objects to Search, you select which phone numbers to return from which ...
Find phone numbers by entering part or all of a number. ... When using Salesforce Global Search, search for ... Contact Us Today. To speak with someone right away ...
Jun 7, 2021 · We use a CTI integration that executes a FIND In PHONE FIELDS with the last 7 digits of the phone number. Most of the time it works fine, ...
Mar 7, 2023 · Lookup search. Lookup search allows you to associate two records together. For example, a contact record will include an Account lookup field ...
Oct 28, 2015 · Go to Setup->Customize->Contacts->Search Layouts Click "Edit" on the Lookup Dialogs row, and add the email field. What the heck, just add the ...