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Using Salesforce Search for Activity DrillDowns
Using Salesforce Search for Activity DrillDowns

How to use the native Salesforce Search Bar to drill-down into Truly Activities

Erol Toker avatar
Written by Erol Toker
Updated over a week ago

Sometimes, you don't know what you're looking for and you want to filter through results (product feedback, customer objections, etc).

Truly's Salesforce app greatly enhances your ability to filter through search results. By default, the following filters are available: Created Date, Activity Type, Call Duration, Account Name, Opportunity Name, Opportunity Stage, Call Disposition, Activity Tags, Team, and Task Owner's last name.

Because this is Salesforce, this list of filters can be further customized by your Admin if there are other fields in the TrulyActivity you wish to filter by. The filters can also be customized by Role, in case different types of users have different needs (Reps, Managers, Enablement, Marketing, Product).

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