CRM FYI

You’ve busy qualifying a lead or some other activity in your browser and you need to quick look something up in Salesforce.  How do you find it quick?  Adding Salesforce as a search engine is how and the Google Toolbar makes it quick and simple.

1. If you don’t already have it, download the Google Toolbar for Firefox or Internet Explorer. 
2. Log into Salesforce and look for a Search input box.  Right click on the input box and select Generate Custom Search.  When a dialogue box comes up type a Title and Description like Salesforce Search, and click Add.  Your search now appears as a button on the Google Toolbar.  You can remove that button by clicking on the Google Toolbar Settings button, selecting Options, and the Buttons tab.
3. On the Google Toolbar, you’ll have an input box.  There’s a Google “G” with a black down arrow next to it.  (On the left of the input box for IE users and on the right of the input box for Firefox users)  Click the black down arrow to change your search engine to Salesforce Search. 

Now when you’re on any page, you can use the Google Toolbar search box to search all your Salesforce data.  You don’t have to be on a Salesforce page to do a Salesforce search.

Firefox users may want to opt for two Google search boxes by installing a plugin written by Paul Constantinides.  That way you can keep one search engine set to Google and the other set to Salesforce.

For other Salesforce productivity goodness with the Google Toolbar and a few reasons to give Firefox a try, visit my post Simple Button; Quicker Access; Off You Go. 

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