1. Log In to Salesforce
➡ Access your Salesforce org with the appropriate credentials.
2. Navigate to the Source Record
Open existing record or create a new one
3. Launch the Search Screen
Run Adverse Media Search from button
A new screen/component will open, displaying the search form
4. Configure the Search
Review data within Adverse Search Component
5.1 Review and update auto-filled fields
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Fields in the search form will be automatically populated using data from the Source Object.
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The values are mapped via Custom Metadata.
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You can edit or override these fields as needed.
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The screen includes two tabs: Person and Business.
You can switch between these tabs to view and edit the corresponding details for each type.
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Select values for the following picklists:
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GLB Code
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DPPA Code
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Voter Code
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5.2 Setting up the Search Range
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Choose the Article Start Date and End Date for the media search.
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These date fields are also pre-filled by default from Custom Metadata, but can be changed manually.
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5. Initiate the Search
Initiating the Search for running Adverse Media Search
Once all mandatory fields are filled, click the Search button to initiate the process.
6. Review Results
➡ Please refer to the detailed guide here:
How to Review Adverse Media Search Results
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