Before adding any new records to Salesforce, it is best practice to first do a search to see if it already exists in the system. At the top of every page is a Global Search option. A Global Search will look through all records containing your search term and bring up all available options.
- Click into the search box which will show you the 5 areas used most frequently
- As you type suggestions appear in the dropdown list, first by looking at the objects you use most frequently and then looking at the object you are on
- Suggestions appear for what is being searched
- Clicking on the items searched for will link you directly to that record