LESSON 8 / 60
3 minFind a record and verify its value
A record’s name helps you find it, but you should inspect its saved details before making decisions.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Find a record and verify its value
A record’s name helps you find it, but you should inspect its saved details before making decisions. The list search narrows the current list.
An opportunity amount represents the potential sale value in this practice company’s currency. Read the requested record rather than adding all deals together.
Builds on Save a contact method
A WORKED EXAMPLE
A simple example
Searching Renewal can narrow a long opportunity list to a specific renewal deal.
A common mistakeSearch applies to the current list, so choose the correct object first.
Words you’ll use in this lesson
- Opportunity
- A potential sale with an account, stage, amount, and expected close date.
- Record
- One saved item in an object, such as one company or one person.