Add an object to make its records returned in site search results:
- 1. Salesforce administrators can reach the Experience Builder from Setup. Enter All Sites in the Quick Find box, then select the Builder link for the …
- 2. In the Pages menu, enter search in the ‘Find a page’ box. Then select Search under Template Pages.
- 3. Hover the cursor over the search results section of the page. A blue border appears, and you can see the component name at the top. Click to open …
- 4. By default, the Global Search Results component shows results for Articles (if Knowledge is enabled), Discussions, Cases (for Service Cloud users), …
Table of Contents
Are custom object records searchable in Salesforce user interface?
Custom object records are searchable in the Salesforce user interface only if the custom object is associated with a custom tab. Reference: Searchable Fields: Custom Object. 2. User’s assigned profiles have appropriate tab settings for the object
How do I make a specific field searchable?
Choose Use a formula to set the new value and then click Show Formula Editor and select the “Insert Field” button to locate and select the desired field that you would like to make searchable. See Calculate Field Values With Formulas and Considerations for Field Update Actions for additional details.
How to get the result in global search in Salesforce?
In order to get the result in the global search , you need to create a tab for the custom object .. 1. Your custom object has a custom tab Custom object records are searchable in the Salesforce user interface only if the custom object is associated with a custom tab. Reference: Searchable Fields: Custom Object. 2.
How do I search on other fields in my custom objec?
I want to be able to search on other fields in my custom objec Would be interested to hear from others who have overcome the same issue. Navigate to your custom object detail page, and scroll down to spot search layouts section. Here you edit the search layouts to include the fields that you want to search. Thanks.
How do I create a custom object field searchable in Salesforce?
Choose Use a formula to set the new value and then click Show Formula Editor and select the “Insert Field” button to locate and select the desired field that you would like to make searchable. See Calculate Field Values With Formulas and Considerations for Field Update Actions for additional details.
How do I add an object to a search in Salesforce?
Click Add to add searchable Salesforce objects to your site’s autocomplete results. To edit an object, click the object name. In the edit window, you can change to another type of object and you can mark the object as Publicly available. To select a different object type, click the object name and select from the list.
How do I enable an object for global search in Salesforce?
To enable Global Search, go to the Community Builder, and do the following: Click the Page Editor tab. Choose “Search” in the page drop-down list at the top.
How do I enable search in Salesforce?
To confirm, go to Setup, check the object’s settings and look for ‘Allow Search. ‘ The checkbox beside it should be checked, indicating it is enabled for Users to search its records.
How do I perform a global search in Salesforce?
Global Search ResultsSelect the Global Search component.In the property editor, configure properties for the component: Property. Details. Search Term. The system supplies this search term to search across the site. Show the All results tab. To show search results in one list under All, check the box.
How does search work Salesforce?
How Are Search Results Ordered? The search engine sorts results most relevant to the user based on search term frequency, order, and 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.
How do I enable search on a custom object?
Choose which custom objects your users can search by enabling Allow Search on the custom object setup page. If you don’t need a custom object’s records to be searchable, disable search for that custom object.
How do I enable global search in Salesforce communities?
Remove the old component (“Search Results”) and add the new component (“Global Search Results”) to the page layout. Open the Property Editor and add the tabs corresponding with the objects you want to expose through global search. Publish it and bam, there’s your global search!
Where are search settings in Salesforce?
Go to Customize –> Search –> Search Settings. 2. Modify the search settings for your organization.
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.
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.
