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Global Search in the Consumer Goods desktop app

Key Takeaway

Global Search in the Agentforce Consumer Goods desktop app searches a defined list of objects, and each object is searchable by specific fields. Users find only the records they have permission to view.

Global Search lets users of the Agentforce Consumer Goods desktop app find specific records, or values in specific fields, in objects such as visits, retail stores and customer tasks. Searches cover a defined list of searchable objects and fields. Global Search follows the same sharing and access rules as the rest of the Salesforce Platform.

Where Global Search runs

Global Search runs on the Agentforce Consumer Goods desktop app and is available in Lightning Experience. The org must use Enterprise Edition or Unlimited Edition, with Agentforce Consumer Goods enabled.

Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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Demonstrate knowledge of platform capabilities relevant to Consumer Goods Cloud.

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