how to create a search page in salesforce

• In Experience Builder, click on the top toolbar and then click New Page.
• Select Standard Page.
• Select 1 full-width column as the content layout for the page and click Next.
• Name the page Custom Search Results (which produces a page URL of custom-search-results) and click Create.
• Click the lightning icon to open the Components panel.
• Scroll to the bottom of the panel and drag the customSearchResultsList component into the Content region on the page. ...

How to use search in Salesforce?

Select the fields from available tabs to selected tabs to which the search results are to be displayed. Conclusion. In this Salesforce admin tutorial we have learned about Salesforce search options like Salesforce global search, sidebar search and advanced search.

How to customize search results layout in Salesforce classic?

In Salesforce Classic we can define the search results layout in addition to it we can also define available search results filters. Click on Setup >> Customize >> Select the object >> Search layout Click Edit next to the layout you want to customize.

How to create a custom search component in Salesforce Lightning?

Define a Custom Search Component. 1 In the Developer Console, click File | New | Lightning Component. 2 Name the component customSearch and click Submit. 3 Replace the contents of the component with this code. Code Highlights This code uses a <lightning:ButtonIcon> component and includes a click handler. 4 Save customSearch.cmp.

How do I add custom search results to a page?

Name the page Custom Search Results (which produces a page URL of custom-search-results) and click Create. Click the lightning icon to open the Components panel. Scroll to the bottom of the panel and drag the customSearchResultsList component into the Content region on the page.

How do I create a custom search page in Salesforce?

Creating a Custom Visualforce Search PageIn Salesforce, under Setup, search for and select Visualforce Pages (Build > Develop > Visualforce Pages).On the Visualforce Pages page, select New.Give your new component a Label; the Name should be filled automatically.More items...

How do I create a search box in Salesforce?

Step 2: Create the SearchBar ComponentIn the Developer Console, click File > New > Lightning Component. Specify SearchBar as the bundle name and click Submit.Implement the component as follows: How do I create a search layout in Salesforce lightning?

Lightning: Click on Setup | Object Manager | Select your desired object | Search layout | Edit Search layout | Add the fields from "Available box to Selected box" and click on Save button. For more details see Customize Search Layouts.

How do I configure 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.

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 bar at the top of each page. From here, you can find any searchable object in Lightning Experience. From the moment you click the search bar, search starts delivering results.

What is Search page layout in Salesforce?

Search layouts in Salesforce are an ordered group of fields that are displayed when a record is presented in a particular context such as in search results, a lookup dialog, or in a related list.

How do I deploy a search layout in Salesforce?

To customise a Search Layout, locate the object in the Setup menu within Salesforce and select the Search Layouts menu item: Now make your customisation. In my example, I've edited the Accounts Tab Search Layout to have an additional field, the Billing Country.

What is search layout in Salesforce lightning?

In Lightning Experience, you can select Search Layouts for Salesforce Classic. This option lets you easily access layouts for Salesforce Classic without switching out of Lightning Experience. Layouts include: Lookup Dialogs, Lookup Phone Dialogs (for Salesforce CRM Call Center), Search Filter Fields, and Tab.

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 run a search in Salesforce?

To find a record, use global search at the top of the page....In the instant results dropdown list, you can also:Search across all searchable objects (1). You can also press Enter for the same results.Search within the current object you're on (2).Select a suggested record and go directly to the record (3).

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.

What is Salesforce Global Search?

Global Search in Salesforce is available at the right top of the application. Here we can search data across our organization. Global search is available only when chatter is enabled.

What is Sidebar Search?

Sidebar search is available on the sidebar only when the chatter is disabled. We can convert sidebar search into advanced search.

Define a Custom Search Component

Remember in a previous step how we talked about the search region being a special, designated region in our theme layout component? When a search component implements the forceCommunity:searchInterface interface—which is what we’ll do here—it becomes available for use in any theme layout component that includes a search region.

Add a Click Handler

Now that you’ve hooked up the customSearch component to an Apex controller, tell the component to execute that controller’s action when the Search button is clicked.

Implement a Search Query with SOSL

Simple string searches are fine and all, but how about making the server controller do something more interesting? Let’s use the Salesforce Object Search Language (SOSL) in our Apex class to create a query that finds objects whose fields contain the input search text.

Return the Search Results to a Custom Page

Nicely done! You’re almost there. Just one final puzzle piece to add and that’s the search results page. Let’s keep things simple and show you how to take the record IDs and redirect to a new page that contains the record names and links to the full record details. To do this, you need:

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

What is Salesforce Lightning Web Component?

Lightning components use two programming models, Lightning Web Components and the original model, Aura Components. Lightning Web Components are an updated web standards-based framework method that uses core Web Components standards and provides what’s necessary to perform well in the Salesforce supported browsers.

Record Search Functionality in Salesforce Lightning Web Component

Let’s create a custom search bar that allows you to search for anything by name on standard contact sobjects records by clicking on the “Search” button. The custom search component queries several objects and returns records that match your search term.

Conclusion

Creating custom record search functionality in the salesforce lightning web component is easier than ever. Hope this article helps! If you have any queries or concerns or if you would like to add value to this piece, please reach out to us at [email protected].