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hrk623 edited this page Oct 1, 2024 · 5 revisions

What is Record Hunter?

Record Hunter is a robust Salesforce package developed to enhance the search and management of Salesforce records. It provides users with a highly customizable interface to quickly locate and interact with specific records, significantly improving operational efficiency.

Key Features

  • Customizable Search Screens: Record Hunter allows administrators to create custom search screens within Salesforce, enabling users to search for any records across objects without the need for complex queries.
  • Related Records Display: Users can view and update related records on the same screen, eliminating the need to navigate between pages. This boosts productivity by streamlining workflows.
  • Advanced Filters and Search Logic: Administrators can set up advanced search filters and logic, enabling highly targeted searches based on various criteria.
  • Lightning-Ready: Built to integrate seamlessly with Salesforce Lightning, Record Hunter enhances the modern Salesforce experience, ensuring compatibility with future platform updates.

Benefits

  • Time-Saving: By providing custom search layouts and related records on the same page, Record Hunter reduces time spent navigating through different records.
  • Enhanced User Experience: The ability to perform actions like record editing or viewing related details directly from search results boosts the overall Salesforce user experience.
  • No-Code Customization: Even non-developers can easily configure search screens and related record settings, thanks to Record Hunter’s no-code interface.

Use Cases

  • Sales Teams: Sales teams can quickly search for opportunities or accounts, update records, and view relevant details such as related contacts or activities, all from a single screen.
  • Customer Support: Customer service reps can search for cases, view related customer details, and update records in real-time without switching between screens, improving case resolution time.
  • Data Management: Data managers and admins can streamline the process of updating and managing large datasets by using bulk-edit functionalities within search results.

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