Slaesforce FAQ

how to enable global search in salesforce community

by Ms. Lily Kihn DVM Published 2 years ago Updated 2 years ago
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Global Search on Salesforce Lightning

  1. To enable Global Search, go to the Community Builder, and click the Page Editor tab. Choose “Search” in the page...
  2. Delete the standard Search Results component. Choose Global Search Results component from the list on the left panel.
  3. Click the “Add” button in the Property Editor of the component. Choose the object you want...

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!Jun 13, 2016

Full Answer

How do I enable global search in Salesforce maps?

Select Advanced from the Navigation menu, and click the POI (Global) Search tab to open the Search Settings menu: 4. Check the boxes next to any Global Search settings you want to enable. To reduce search result load times, Salesforce Maps searches each results category independently.

What is global search in Salesforce Lightning?

Global Search is a new Lightning component available in Salesforce Summer ’16 Release. It allows users to see search results in one tab based on objects they have access to (both standard and custom). A community manager can easily determine which tab and search results community users can see.

How do I enable global search in SharePoint?

To enable Global Search, go to the Community Builder, and click Page Editor tab. Choose “Search” in the page drop-down list at the top. Delete the standard Search Results component. Choose Global Search Results component from the list on the left panel. Drag and drop it to the canvas.

How do I enable global search in community builder?

To enable Global Search, go to the Community Builder, and click Page Editor tab. Choose “Search” in the page drop-down list at the top. Delete the standard Search Results component. Choose Global Search Results component from the list on the left panel.

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How do I do a global search in Salesforce?

Select the Global Search Box component in the page you're configuring. In the Partner Central template, for example, this box is on the Home page. Specify the text that appears in the search box. The default text is Search...

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 enable global search in Salesforce Classic?

Global Search Settings in SalesforceGo to Customize –> Search –> Search Settings.Modify the search settings for your organization.Click Save.

How do I enable community settings in Salesforce?

To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it.

How do I configure global search in Salesforce lightning?

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 do I change global search in Salesforce?

You can Enable Global Search from Set up --> Customize --> Search --> Search Settings. To Search only Opportunity's Owner field. And in Selected Fields column, add Owner Name field.

How do I search for a community in Salesforce?

Go to the Community home page, type a keyword into the search bar and click Search. Search results will contain a tab with the added object.

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 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.

How do I enable community in lightning?

Enable and Create Community in Salesforce Lightning | Getting start with CommunitiesClick Settings icon and select Setup.Type Communities in the Quick Find box, then select Communities Settings.Select Enable communities.Enter a unique name to be used as your domain name and click Check Availability.More items...•

How do I give access to a community in Salesforce?

Enable Customer Community PermissionsFrom Setup, enter Manage Users in Quick Find, then select Users.Select a user name.Select the Permission Set Assignments related list.Click Edit Assignments.Select Customer Community Read Only in Available Permission Sets and add it to Enabled Permission Sets.Save your changes.

How do you make a community public in Salesforce?

SearchIn Community Builder, make sure that the community is publicly available. ... On the SEO settings tab, configure which objects are public using the Guest User Profile.Click Guest User Profile.Click Edit, and in the Standard Object Permissions section, give at least read access to the object.Save your changes.More items...•

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