how to create salesforce search filter

Required Editions.

• Target Object: Select Product.
• Target Field: Select Industry.
• Operator: Select Contains.
• Display Order: This number determines where your new filter is ordered relative to other search filters in the search filter box. Blank values place ...
• Filter Value: Add a text value that automatically searches and filters before the user inputs any text. For example, if your Industry field values ...
• Hidden: Select to hide this filter from the UI. Hidden filters still contribute to search queries. Set this field with an established filter value if ...

Full Answer

How do I create a lookup filter in Salesforce?

In the Lookup Filter section, click Show Filter Settings. Click the Find icon to select the Field, and fill in the filter details. Ensure Required is selected next to Filter Type. Leave everything else as is and click Save. You’ve taken care of Noah’s request by creating a lookup filter.

How do I add a search filter to my products?

Select Add Products in the quote line editor, and then select the filter icon to show the search filter box. You can search by Product Code, Product Name, Product Family, and Product Description by default. You can also add and remove standard or custom fields to any search filter by editing the product object’s search filter field set.

How does Salesforce CPQ filter products by checkbox values?

Important If you add a checkbox field to your search filter, Salesforce CPQ filters products based on the checkbox's value returning False. For example, let's say you had several products with an LCD Screen custom checkbox field. If you add LCD Screen to your search filter, Salesforce CPQ returns products where LCD Screen is unselected.

Can I add a checkbox field to my Search Filter?

Important If you add a checkbox field to your search filter, Salesforce CPQ filters products based on the checkbox's value returning False. For example, let's say you had several products with an LCD Screen custom checkbox field.

How do I create a search filter in CPQ?

To Configure Filter Type FieldGo to Setup > App Setup > Create > Objects and select Search Filter (CPQ).Select Filter Type under the Custom Fields & Relationships section.In the Values section, click New and enter the names you want to use to group the Business Object picklist values. ... Click Save.More items...

What is search filter in Salesforce?

Product Filters are known as Search Filters in Salesforce CPQ. Search Filter, a powerful filtering tool, is super-helpful to the Sales Reps that guide them deeper into the product catalog and help them narrow down the product search. Essentially, your product catalog becomes RESPONSIVE driving more sales.

How do I add a lookup field in Salesforce search?

Specify Lookup Search Filter FieldsFrom the management settings for an object, go to Search Layouts.For the Lookup Filter Fields layout, click Edit.Use the arrows to add or remove fields from the layout and to define the order in which the fields display. ... Click Save.

How do I change the search filter in Salesforce?

Required Editions. Select Add Products in the quote line editor, and then select the filter icon to show the search filter box. You can search by Product Code, Product Name, Product Family, and Product Description by default.

How do I create a custom filter in Salesforce?

Create a Custom FilterFrom the App Launcher. ... To the right of the filter picklist, click. ... Enter the name, description, and dates to select. ... Set the field criteria. ... Choose the fields to display. ... Decide whether to share the filter with other dispatchers. ... Click Save.

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 a lookup search in Salesforce?

Lookup Search 101. In Salesforce, lookup fields allow users to associate two records together in a relationship. For example, a user can associate a contact record to an account record using the Account Name lookup field. When users edit a lookup field, they need to find the right record to associate.

How do I create a lookup field in Salesforce lightning?

Create a Lookup RelationshipFrom Setup, go to Object Manager | Favorite.On the sidebar, click Fields & Relationships.Click New.Choose Lookup Relationship and click Next.For Related To, choose Contact. ... Click Next.For Field Name, enter Contact, then click Next.Click Next, Next, and Save.

How do I use a lookup field in Salesforce?

To add a LookUp field based on the value of another field:Click on SetUp (Gear Icon) and then click on the Object Manager.Click on the object you will be adding the Look Up field to. ... Select Fields & Relationships and then click the New.Select Lookup Relationship from the Data Type list and click Next.More items...•

How do I refine a search result in Salesforce?

Use Show Filters, if available, to filter your search results....Here are easy things you can do to quickly get on the right search track.Limit the number of results by entering more specific search terms. ... Searching for a specific contact or opportunity? ... Enter the complete search term.Check your spelling.More items...

How do I add a filter to an object in Salesforce?

Add a FilterUnder Setup, click Data Mapping.Select a mapping set.To open the edit panel for the data source schema, click .To edit the options for an object, click .To add or edit a filter, click . ... Select whether all or any of the conditions are required for the filter.Select a field, an operator, and a value.More items...

How do I set the default search layout in Salesforce?

Edit Search Layouts Under Objects and Fields, select Object Manager. Choose the object that you want to edit, and then select Search Layouts. The default layout on this page also applies to Salesforce Classic.

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

Introduction

Lookup filters limit the records available in the lookup. A lookup filter can reference other fields on the same record (source); fields on the records of the lookup object (target); fields on the user's record, profile, and role; and fields on records directly related to the target object.

Create a Lookup Relationship

Create a new Backup Agent field that looks up to the User object, editable by Support Users only.

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.