Slaesforce FAQ

how to implement search functionality in salesforce

by Dr. Marilyne Kreiger IV Published 2 years ago Updated 2 years ago
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You can implement search functionality based on a single field in your Salesfroce object. 1. You can add a click event on Search button which would open a new page and pass the query string as parameter in url.

Full Answer

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.

Where can I find the visual workflows in Salesforce?

For those using Salesforce Classic, visual workflows can be found in Create | Workflows & Approvals | Flows. In Lightning Experience, it is found under Process Automation | Flows.

How does it handle searches with multiple terms?

It deftly handles searches with multiple terms by strategically employing AND and OR operators. First, we run an AND search for the search terms, which means a search for customer email returns results that contain both customer and email. But what if the results of that query yield not quite enough? Not to worry.

What are the different user interfaces for Salesforce classic?

Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Salesforce Classic. You can learn about switching between interfaces, enabling Lightning Experience, and more in the Lightning Experience Basics module here on Trailhead.

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How do you implement a search in Salesforce?

Next you need to create an Apex class for your search component.In the Developer Console, click File | New | Apex Class.Name the class CustomSearchController and click OK.Implement the searchForIds method by replacing the class contents with this code. ... Save CustomSearchController. ... In customSearch. ... Save customSearch.

How does search work in Salesforce?

When you search (1), the search engine breaks up your search term into tokens as well (2). It matches those tokens against the index to find matching records (3), ranks the records by relevance (4), and returns the results you have access to (5). Access permissions are based on users' profiles.

How do I set up search results in Salesforce?

Edit Search LayoutsFrom Setup, in the Quick Find box, type search layouts . ... Under Objects and Fields, select Object Manager. ... Edit the layout. ... To change what's visible on the page, move fields between Available Fields and Selected Fields. ... Save your changes.

How do I create an advanced search in Salesforce?

To use Advanced Setup Search, verify that the Advanced Setup Search user interface setting is enabled. From Setup, enter User Interface in the Quick Find box, then select User Interface, then scroll to Enable Advanced Setup Search (Beta) .

How does Salesforce implement global search?

Global Search BoxSelect 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.In the property editor, configure properties for the component: Property. Details. Placeholder Text for Search Field.

What fields are searchable in Salesforce?

The types of records you can search vary according to the edition you have. Not all objects and fields are searchable, so reference the table to determine which records you can find with Salesforce search....Required Editions.ObjectFieldsActivity TimingId NameAction CadenceId NameAd Creative Size TypeId Name112 more rows

How do I create a search layout in Salesforce?

Go to Setup -> Build -> Customize -> Account -> click “SearchLayout” you will navigate to below screen. Then click on which type of layout you want to modify & move the available fields to selected fields. See the below screen for reference.

What is search setting in Salesforce?

If this setting is enabled, a drop-down appears for users to choose whether to search within tags, within a specific object, or across all objects. Enable Sidebar Search Auto-Complete. If this setting is enabled, when users start typing search terms, sidebar search displays a matching list of recently viewed records.

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.

How do I enable advanced code searcher in Salesforce?

Go to Setup > Session Setting. Uncheck Require HttpOnly. Remove the cookies and all application data. It will start working.

What is Salesforce Advanced Search?

Salesforce Advanced Search Plugin is useful to search any text inside Salesforce Apex Classes, Triggers, Visualforce Pages, Components and Email Templates. It also has one utility to show Field API Names along side of label in object's details page.

How do I enable enhanced lookup in Salesforce?

Enable Enhanced LookupsFrom Setup, enter Search Settings in the Quick Find box, then select Search Settings.In the Lookup Settings area, select the objects for which you want to enable enhanced lookup functionality. ... Click Save.

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.

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.

Power of Search

Salesforce Search: We use the built-in search function of the Salesforce platform to search for any record or file. It gives us the power to retrieve information faster. Wen, we need to find any word, we use keywords to search for any record or a file, and matching to that appropriate results will be retrieved in results.

Global Search

Global search is used to find a record. It is present at the header of the page. We can use filters and sort our search results to find what we need fast/first.

Global Search in Lightning Experience

Global search is used to find a record. It is present at the header of the page. We can use filters and sort our search results to find what we need fast/first.

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