Table of Contents
Is it possible to do global search for custom objects in Salesforce?
We have few custom object in our salesforce org. One of our salesforce user is not able to do global search for one of the custom object, though the object is visible to this user. There are other users with same profile and role, they are able to do global search on this object, but this one particular user is not able to do it.
How do I search for specific objects in Salesforce classic?
To expand the search to other objects in Salesforce Classic, click Search All at the bottom of the list of objects in the left column within search results. If you don’t see the ‘Search All’ option, global search doesn’t have enough information about which objects you use, and results already include all objects.
Why do users see different search results for the same object?
There are a few reasons that established Users see differing objects returned in search results. In Classic, Smart Search returns results for the objects that you use most frequently. If the object isn’t frequently used and not included in initial search results, users can click Search All or View More.
Who has access to a record in Salesforce?
Record access is determined by the Role of the Record Owner. Any member of the Role hierarchy above the Record Owner’s Role will have access to the record. Users in the same Role as the Record Owner, and Users in Roles outside of that hierarchy, may or may not have access. By default, all Users have Read-Write access to all records in Salesforce.
How do I enable global search in Salesforce?
Select Advanced from the Navigation menu, and click the POI (Global) Search tab to open the Search Settings menu: 4. Check the boxes next to any Global Search settings you want to enable. To reduce search result load times, Salesforce Maps searches each results category independently.
How do I search all in Salesforce?
To expand the search to other objects in Salesforce Classic, click Search All at the bottom of the list of objects in the left column within search results. If you don’t see the ‘Search All’ option, global search doesn’t have enough information about which objects you use, and results already include all objects.
How do I restrict a search in Salesforce?
To change your organization’s search settings follow the steps below,Goto Setup > Customize >Search > Search Settings.Modify the search settings for your organization.Click Save.
How do I change search settings in Salesforce?
To change your org’s search settings, enter Search Settings in the Quick Find box, then select Search Settings.
What is global search bar in Salesforce?
Global Search allows you to search for any records that are marked as searchable in your Salesforce org. You can choose to search the entire database, or you can filter by object in case your result set is too large otherwise.
How do you implement a search in Salesforce?
Next you need to create an Apex class for your search component.In the Developer Console, click File | New | Apex Class.Name the class CustomSearchController and click OK.Implement the searchForIds method by replacing the class contents with this code. … Save CustomSearchController. … In customSearch. … Save customSearch.
How do I turn off global search in Salesforce?
To disable Global Search , You need to disable Chatter to disable Salesforce Global search.
What is restriction rules in Salesforce?
Restriction rules let you enhance your security by allowing certain users to access only specified records. They prevent users from accessing records that can contain sensitive data or information that isn’t essential to their work.
How do I enable restriction rules in Salesforce?
Create a Restriction RuleIn Object Manager, click the object name for your restriction rule.In the sidebar, click Restriction Rule, and then click Create a Rule.Enter the rule’s name and full name. … To have the rule take effect upon saving, select Active.More items…
Where are search settings in Salesforce?
1. Go to Customize –> Search –> Search Settings.
How do I enable advanced search in Salesforce?
Here’s how:In Setup, search for “user interface” (or look under Build, Customize, User Interface, which is at the bottom of the list)At the bottom of the page, tick the checkbox for “Enable Advanced Setup Search (Beta)”Click Save.
How does search work Salesforce?
The search engine sorts results most relevant to the user based on search term frequency, order, uniqueness, record activity, and access permissions. Search result relevance can vary for each user. Salesforce returns only the records that you have access to view.
If an object is not included in search results an administrator can check
Ensure the object has a tab created. Objects without a tab aren’t returned in search results, see Create a Custom Object Tab for more details.
In Classic, Smart Search returns results for the objects that you use most frequently
If the object isn’t frequently used and not included in initial search results, users can click Search All or View More. These options expand the search to additional or desired objects that aren’t automatically returned or scoped via smart search.
In Lightning Experience, each user’s Top Results page includes the objects they use the most
Click the View More link to see more results for an object. Reference: How Do I Refine Search Results in Lightning Experience?
For new users or users that have little to no activity in Salesforce for over 90 days
Default global search in Classic returns all objects (same results as clicking ‘Search All’).
Salesforce Global Search
The first place a user looks to search is the global search bar, with a search box conveniently located at the top of the screen, regardless of where you are in the Salesforce user interface.
Lookup Search
A lookup search enables a user to search and associate a record to another record using a lookup field. For example, when associating a Contact with an Account, you would use the ‘Account Name’ field to associate the two records together.
Salesforce Search Layouts
It’s important to spend some time understanding what your users want to see when they perform a search in Salesforce. The search layout affects which fields users can view, filter and sort by on the search results page. You can also change the layout for each profile.
List View Search
List views are like fabulous mini-reports and are a great way to access data. Once created, you can also search a list view for a specific record.
Salesforce Einstein Search
Salesforce Einstein Search takes searching in Salesforce to the next level – it’s super smart! Einstein Search discovers and understands your user’s preferences and personalized search results based on geography, ownership, industry, and activity.
Summary
So, there we have it, an overview of the multiple ways to search in Salesforce.
