Accounts Home page
The Accounts Home page is where you can find, create, and manage accounts.
To find accounts
Before you create a new account, ensure that it does not already exist. You can search for accounts using the following methods:
Global search field
The best way to look for an existing record is to use the global search field at the top of any page. You can either search for a whole word, or you can use an asterisk (*) as a wildcard to expand your search. To do so, type two or more characters followed by an * and click Search or press Enter. All records with words starting with the chosen characters display in the results.
For example, a search for 'car*' might return the New Carrington Industries account, the Carter Reunion booking, and the Carrot Ginger Soup item.
Views
Select your Salesforce experience.
Classic - Delphi users only
The View list provides several standard filters that you can use to control which accounts display, for example, All Accounts, My Accounts, or New This Week. When you open the Home page, the list defaults to the most recent selection. If you want to display results for that view again, click Go!.
You can also select a different view from the list. When you do so, the results automatically display. To create your own custom view, click Create New View and define the filter criteria. For more information on custom view creation, see Salesforce Help.
Use views to work with multiple records. Within each view, you can do the following:
- Click a record name to open it and view its details.
- Select the checkbox next to a record and click Edit or Del. You must be the record owner to perform these actions.
- Select the checkbox next to a record and click Change Owner to assign another user as the owner of the record. You must be the record owner to perform this action.
- Click New to create a new record.
Click Refresh (
) often to make sure you see the most current information.
Additional information
Reports
The Reports list provides you with quick access to your property's account-related reports. Select a report to open the report detail page, where you can select the report criteria and run the report. You can also click Go to Reports to see a complete list of reports available to you.
Tools
The Tools list displays account-related tools that you have permission to run at your property.
Lightning - Delphi and Delphi Core users
The View list provides several standard filters that you can use to control which records display, for example, All or Recently Viewed. When you open the Home page, the list defaults to Recently Viewed.
You can also select a different view from the list. When you do so, the results automatically display. To create your own custom view, click List Views Controls (
) and define the filter criteria. For more information on custom view creation, see Salesforce Help.
Use list views to work with multiple records. Within each view, you can do the following:
- Click a record name to open it and view its details.
- Select the drop-down arrow next to a record and click Edit or Delete. You must be the record owner to perform these actions.
- Select the checkbox next to a record and click Change Owner to assign another user as the owner of the record. You must be the record owner to perform this action.
- Click New to create a new record.
Click Refresh often to make sure you see the most current information.