Saved Searches in Sales for Redwood and Classic Sales

This chapter outlines how you create saved searches for different roles in the sales organization. You can create, share, and manage the saved searches in two separate UIs: one in Sales for Redwood and the other in Classic Sales. Which UI you use doesn't matter. The result is the same.

Salespeople can use the saved searches in any of the UIs that use Adaptive Search. In Sales for Redwood, this includes all list pages and some lists of values (smart pickers). In Classic Sales, this includes Workspace and the work areas powered by Adaptive Search. The saved searches you create are also available in CX Sales Mobile.

Note: This guide explains how to create saved searches for UIs that use Adaptive Search. For an explanation of how to create saved searches for the legacy work areas that still use CRM Search, see the topic Overview of Work Area Search Setup in the Implementation Reference guide.