Search highlights and snippets are generated from email, long text area, rich text area, and text area fields. Searches with wildcards don’t generate search highlights and snippets. If a snippet is not generated, the article’s summary field is shown instead.
Table of Contents
How does Salesforce search work?
Salesforce search is powered by a search engine that brings users smart, relevant results automatically. You might be wondering how we determine which results to put at the top of the list. Here’s our secret sauce to find and rank the records users are looking for. Dash of search term frequency, order, and uniqueness
What is the difference between lemmatization and single Salesforce Records?
Salesforce returns the single record for Julie, but not records for Julia. Lemmatization identifies and returns variants of the search term. For example, a search for fry also returns results for frying and fried. With lemmatization, users get results even when they’re a little off on the exact phrasing.
What are the different types of Salesforce desktop user interfaces?
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Salesforce Classic. You can learn about switching between interfaces, enabling Lightning Experience, and more in the Lightning Experience Basics module here on Trailhead. After completing this unit, you’ll be able to:
How do I enable search highlights and snippets Salesforce?
You can enable search highlights and snippets on the Salesforce Knowledge Settings page. Note Search highlights and snippets are not generated for searches with wildcards….Search highlights and snippets aren’t generated from the following fields:Checkbox.Currency.Date.Date Time.File.Formula.Lookup.Multi-picklist.More items…
Does salesforce have snippets?
Snippets are available in three places: the Snippets tab, the Snippets page in the Content tab, and the Snippet Assignment related list on an associated campaign. Each time you create a snippet, it appears on the Snippets tab where it can be edited or deleted.
How do you create a snippet in pardot?
After you choose an asset and open its editing tab, you’re ready to add a snippet.In the editor toolbar, select the Merge Field dropdown, and then select Snippets.Select the snippet you want to include.In the editor, make sure that you place the snippet tag where you want the snippet to appear.Save your changes.
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.
Prep Your Station
Before we start enabling all these cool search features, let’s make sure we’re all using the same set of ingredients. We’re going to use the Knowledge Settings page to cook up something delicious.
Enable Snippets and Highlighting
Don’t you hate it when you waste time clicking a search result only to find that it doesn’t apply to you? Or, when you open a page and can’t find your search term? And then you have to use Ctrl-F to find it? C’mon!
Enable Auto-complete
If auto-complete is enabled, suggestions appear as users type their queries. Just like a ( cough) commonly used Internet search engine. It’s a quick way for users to find a record even before hitting the search results page.
What is Salesforce search engine?
Salesforce search is powered by a search engine that brings users smart, relevant results automatically. You might be wondering how we determine which results to put at the top of the list. Here’s our secret sauce to find and rank the records users are looking for.
Why does Salesforce return Julia?
Salesforce returns results for Julia because no records contain the word Julai. But, say a user types Julie. Salesforce returns the single record for Julie, but not records for Julia. Lemmatization identifies and returns variants of the search term. For example, a search for fry also returns results for frying and fried.
