Global Search finds data and relevant information on documents, articles, records, objects, Chatter feeds, products, solutions, reports, dashboards, and other Salesforce elements. Global Search is part of several types of search that Salesforce allows in its platform.
Full Answer
What is global search in Salesforce?
Salesforce global search is a robust search feature that allows you to search almost every field in every record of Salesforce. Read on for some tips and tricks on how to use global search so you can find what you’re looking for faster. Give it a minute.
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.
What types of fields cannot be searched in Salesforce?
Unfortunately, the following types of fields cannot be searched in Salesforce: **Advanced Admin Hack! For those of you who absolutely HAVE to be able to search by values in a picklist, try this hack. Create a text field to hold the value in the picklist. Create a workflow or process that fires every time the record is edited.
How do I search for a specific text in Salesforce?
After a record is created or updated, you may need to wait a few minutes for the new text to be indexed and become searchable. Use Search All on the left. You may need to select “Search all objects” – by default Salesforce will search frequently accessed objects (meaning objects YOU recently or frequently view and edit).
How does the global search in Salesforce work?
Global Search gives you results by keeping record of which objects you use, how frequently you use them and arranges the search results based on that information. This means that the records you most frequently search on and view are shown at the top of the list.
When using global search What should you do if your search does not return any results?
Unable to find records in global searchStep 1: Review your Record access. ... Step 2: Review your organization's Global Search settings. ... Step 3: Check for Search Crowding. ... Step 4: Check the object settings (for custom objects) ... Step 5: Search results are adjusted for the user who performs the search.
Which fields are searchable in global search Salesforce?
Here is the guide on searchable field types in using Salesforce global search:All custom auto-number fields and custom fields that are set as an external ID field (you don't need to enter leading zeros.)All custom fields type: email and phone.All custom fields type: text, text area, long text area, and rich text area.
How do I restrict global 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.
What is a global action in Salesforce?
Global Actions in Salesforce allow users to log call details, create or update records, or send an email without leaving the page they're on. Global create actions allow users to create object records, and the new record has no direct relationship with other records.
What is global search?
a word-processing operation in which a complete computer file or set of files is searched for every occurrence of a particular word or other sequence of characters.
How do I make a field not searchable in Salesforce?
What are the ways to make custom text field non searchable in salesforce global search?Only thing that comes to mind is to make it an encrypted text field. That makes it unsearchable. ... You can make use of formula type where this type can't be searchable... – Kiran Mutturu.
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 I make a field searchable in Salesforce global search?
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.
What are the examples of objects that can be found using global search in the Salesforce Mobile App?
Global search finds matching records in multiple objects. For example, search for Acme to get results for the Acme account as well as your opportunities for Acme. Or maybe you're not sure if Juliet Capulet was converted to a contact or if she's still a lead. Global search finds her record either way.
Can we customize global search in Salesforce?
To allow your users to find a custom object's records when they search, in Salesforce setup create a custom tab set to Default On or Default Off . Creating a custom tab enables the custom object's Allow Search setting....Global Search Results.PropertyDetailsAllow search results filteringTo allow search result filtering, check the box.5 more rows
How do I configure global search in Salesforce lightning?
Global Search Settings in SalesforceGo to Customize --> Search --> Search Settings.Modify the search settings for your organization.Click Save.