Slaesforce FAQ

how to enable sidebar search in salesforce

by Macie Borer Published 2 years ago Updated 2 years ago
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To enable sidebar search go to Chatter settings | Edit | Disable. Disable the chatter. Now go to custom object and check the sidebar is available. Salesforce Advanced Search. Advanced search it available only when the chatter is disabled. In advances search we can select which all the object we basically do the search.

Full Answer

What is Sidebar search in Microsoft Edge?

We have heard your feedback and are excited to announce sidebar search - the first step in our evolution of contextual search in the new Microsoft Edge. Sidebar search builds off the foundation we began with "Ask Cortana" in the previous version of Microsoft Edge and addresses feedback we received when "Ask Cortana" didn't meet your needs.

How to enable global search and sidebar search?

Global search is available only when chatter is enabled. Now go to chatter settings and check whether it is enabled or disabled. 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. To check Sidebar search go to any object.

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.

What is the difference between sidebar search and advanced search?

Sidebar Search (With Chatter disabled). Advanced Search (with Chatter disabled). Sidebar and Advances search options are available only when when chatter is disabled. 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.

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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.

How many characters can a promoted term have in Salesforce?

Each keyword must match exactly. Each promoted term can have a maximum of 100 characters.

Can you use the same search term on multiple articles?

You can associate the same term with multiple articles. If you want to edit or delete a promoted search term, there’s a single page to visit. To get there, follow these steps. From Setup, enter Promoted Search Terms in the Quick Find box, then select Promoted Search Terms under Customize | Search.

How to search in Bing sidebar?

With sidebar search, you can highlight a word or phrase, right click, and select “Search in sidebar” from the context menu. Search results show up in a pane on the right side of the page showing you web results like definitions, web links, images, videos and many more Bing services which are related to the query.

Why is Ask Cortana in Edge?

I loved Ask Cortana in legacy Edge because it gave you quick access to some relevant search about something in a webpage without navigating away from that webpage. That is what made it great. It doesn't really matter if it's powered by Cortana or not. Can't wait to try this out in the preview builds.

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