How to search in salesforce


Salesforce Global Search

  • When a user clicks into the global search bar they will see their recent items.
  • As they start typing in the search box, they will be shown recent items that match their search criteria.
  • If the correct record is displayed, they can select it from the suggested results.

More items…

Record he clicks into the search box at the top of the page. When he does he sees a list of the fiveMoreRecord he clicks into the search box at the top of the page. When he does he sees a list of the five items he’s used most recently he doesn’t see Jason in the list. So he begins typing his name as.


How to create lookup relationship in Salesforce?

How to create lookup relationship in salesforce?

  • Step 2. : -Selecting Related to Object. Now select Child object in step 2. …
  • Step 4. :- Establishing Field Level Security for reference field. Make sure the Field level Security is visible for all profiles.
  • Step 5 :-. Select the Page layout for child object field. Click on Next button.
  • Step 6 :- Adding custom related lists. Click on Save button as shown above. …

What is lookup field in Salesforce?

  • From Setup, click the Object Manager tab.
  • Click Case, then click Fields & Relationships.
  • Click Contact Name, then click Edit.
  • In the Lookup Filter section, click Show Filter Settings.
  • Click the lookup icon.
  • Choose equals as the operator.
  • In the Value/Field menu, select Field.

How to be successful with Salesforce?

  • Analyze what the needs of the users are, then design, test, and develop software that meets those needs
  • Design Salesforce solutions and create effective project plans. …
  • Suggest new software upgrades for the customers’ existing apps, programs, and systems

More items…

How to log calls in Salesforce?

Make Better Decisions With The Gong For Salesforce Integration

  1. GENERATE NEXT-LEVEL REPORTING AND IMPROVE YOUR PLAYBOOK. Take sales rep behavior (talk ratio, number of calls, etc.) and see how it’s correlated with win rate.
  2. AUTOMATE WORKFLOWS. Was a competitor mentioned on the call? …

How do I search for an object 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 search a field in Salesforce?

If you want to search for a specific field you can use the “Search Setup” from the Setup page. (Setup > Search box at top). This tool searches across all objects. If you want a more exhaustive list of all metadata you can use Workbench (

How does search work in 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 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.

What is lookup dialogs in Salesforce?

Lookup Dialogs When you click on a lookup field in Salesforce, a popup window appears that allows you to select records that you want to associate to your current record. For standard objects, Salesforce has pre-selected the fields that are displayed. For custom objects, you get to see only the record name.

What is lookup field?

A lookup field is a field in a table whose value is retrieved from another table or query. Whenever possible, you should use the Lookup Wizard to create a lookup field. The Lookup Wizard simplifies the process and automatically populates the appropriate field properties and creates the appropriate table relationships.

How do I set up search results in Salesforce?

Edit Search LayoutsFrom Setup, in the Quick Find box, type search layouts . … Under Objects and Fields, select Object Manager. … Edit the layout. … To change what’s visible on the page, move fields between Available Fields and Selected Fields. … Save your changes.

What fields are searchable in Salesforce?

From the header search box you can search more records, including articles, documents, products, solutions, and Chatter feeds, files, groups, and people. You can also search more fields, including custom fields, and long text fields such as descriptions, notes, and task and event comments.

How do I use global search in Salesforce?

0:092:33Whether it’s a phone number email address any part of a portion of a text string that’s a searchableMoreWhether it’s a phone number email address any part of a portion of a text string that’s a searchable. Field you’ll be able to type in a value here and it should pop. Up in the search. Screen.

Where are search settings in Salesforce?

Go to Customize –> Search –> Search Settings. 2. Modify the search settings for your organization.

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.

Where is global search bar in Salesforce?

Your search for records begins with the global search box at the top of each page in the app. From here, you can find any searchable object in Lightning Experience. From the moment you place you click in the box, search starts delivering results.

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.


So, there we have it, an overview of the multiple ways to search in Salesforce.

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.

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.

What is synonym group?

Synonym groups are words or phrases that are treated equally in searches. A search for one term in a synonym group returns results for all terms in the group. For example, a search for dessert returns results for all terms in the synonym group, which contains cake, pudding, pie, and cookies. But not cupcakes, because that trend is over.


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