In SkyVault you can find items based on their content or metadata.
If you're using SkyVault for Salesforce then there are additional options to find items
based on the details of the record they're attached to.
-
In SkyVault click
twice in the search field
then click Advanced Search.
The Advanced Search page displays.
-
Choose CRM Attachments as the type to look for.
The options change so that you can search based on Salesforce record names, numbers, or identifiers.
Note: The search is restricted to the current SkyVault network. -
Enter your search criteria.
Note: If you searched for the word ban then only results for ban will be returned, the search won't return results for banana. To return matches for a partial word, use a wildcard in your search criteria (example: ban*).
- When you're done click Save.