Search for Resources

You can add any resource in the sales organization as the owner of a record or a task, as a member of the sales team, or as participant in an appointment. You can search for the resource by name, email, resource organization, manager name, and manager email.

Managers can narrow down the list to those resources they manage by selecting the My Organization saved search from the actions menu (three horizontal dots).

Administrators can modify which attributes are available for search. However, the My Organization saved search is provided by Oracle and is the only saved search available for resources.