Search Salesforce using ZynBit

Searching Salesforce Using ZynBox

There are occasions where an email is received that causes action to be needed for a person or entity who is not included in the email.  ZynBit accommodates this through a versatile search function.   An example of the need and process for using search follows:kb-actions-gmail

Imaging that you are conducting an email conversation with a business partner or a peer, but that conversation is related to an opportunity and you want to capture the email into Salesforce for future reference.  In this example, Email was sent from Philip Dixon at ZB Test Single User, but needs to be filed to the account Integrated CMA.

 

kb-search

 

 

 

In Gmail, use the ZynBit search bar to type in the information for any Salesforce record, edit the record, file an email, log calls, edit events or tasks, or open the record directly in Salesforce.  In this example, the Email can be filed to an Account beginning with the text instead of the sender or any recipients of the email.  The Actions toolbar provides all the usual options.

kb-search

 

 

The Outlook interface is nearly identical, and search is invoked using the blue magnifying glass at the top of the ZynBit task pane.  All matching records, including accounts and contacts are displayed.

The “card” of information displayed for each entry is based on the Salesforce compact layout.  The content can be modified by the Salesforce administrator by creating or changing a compact layout and assigning it to the appropriate profile in Salesforce.

The Search bar in ZynBit is directly linked to the Salesforce search API.  As such the standard Salesforce best practices for searching also apply here.

  • Search on as much of the phrase (name of account, person, opportunity or case) as possible Steve Jobs
  • Enclose the search term in quotation marks to limit search results to those that match all search terms in the order entered. “Steve Jobs”
  • Use search operators AND, AND NOT, OR to be more precise in search terms
  • Use Parenthesis to group search terms together.
  • See the Salesforce article https://help.salesforce.com/articleView?id=000230635&type=1&language=en_US