Search using underlying Salesforce Account
Updated over a week ago
For customers with CRM integration, users who open the Restaurantology sidebar while on a Salesforce Account will automatically query our database for relevant matches.
To perform a search using an underlying Salesforce Account, simply:
- Navigate to a Salesforce Account record, and
- Open the Restaurantology sidebar
Pro Tip: Opening the sidebar on other objects with website and/or email fields will return recommended results.
Salesforce users who open the sidebar on any non-Account object, be it a standard or custom object, will receive recommended searches in the sidebar’s search results provided there are email or website fields present.
Example: opening the sidebar on a Lead record will scan for website and email domain matches and allow you to perform searches by selecting ‘Go’.