Searching across modules with Wally
When you remember a name, place, or number but don't know which module to look in, ask Wally.
Examples:
• "Find anything related to Tysons" — Wally returns matching accounts, contacts, opportunities, and quotes in one categorized list.
• "Everything Acme" — same idea: Acme as an account, Acme contacts, Acme deals, quotes sent to Acme.
• "Search 100482937" — finds the opportunity by its 9-digit id.
• "Garcia" — surfaces every contact with that name across every account.
Behind the scenes Wally calls platform.search, which fans out to all four CRM collections in parallel and returns the top 5 hits in each category (capped at 200 docs scanned per type). Org-scoped — you'll never see another org's records.
This is the right tool when the question is "is anyone in our system named X?" — it's faster than picking a module and searching there yourself, and it catches matches in places you wouldn't have thought to check.