Slaesforce FAQ

how to remove files in search results in community salesforce

by Marilie Schiller Published 3 years ago Updated 2 years ago
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On the Libraries, Content, or Subscriptions tab, click the name of the file you want to remove. On the Content Details page, click Edit | Archive Content or Edit | Delete Content. To delete files in content packs: By default, you must first delete the content pack, and then delete the file.

Full Answer

How do I filter search results in Salesforce?

You can filter search results for accounts, cases, contacts, dashboards, files, Knowledge articles, leads, notes, opportunities, people, and tasks. You can also filter results for custom objects. To see filtering options, click the object's name in the sidebar (1). Search results update as you apply filters.

Who can delete a file in Salesforce?

Only the file owner can delete a Salesforce file. A user with the Modify All Data permission can delete files that aren’t associated with another file or object. If the file is contained in a library, only the file owner or a user with delete permission in the library can delete the file.

How do I access my files in Salesforce?

On the Files tab, organize and access your files. Use Salesforce Files to share and collaborate on files, store files privately, manage version updates, and follow files that are important to you. Use Files Connect to connect to external file systems right from Salesforce.

What is the use of files in Salesforce?

Use Salesforce Files to share and collaborate on files, store files privately, manage version updates, and follow files that are important to you. Use Files Connect to connect to external file systems right from Salesforce. Files Home is the central location of your files in Salesforce.

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How do I edit global search in Salesforce?

You can Enable Global Search from Set up --> Customize --> Search --> Search Settings.

How do I delete files in Salesforce?

To delete files in Salesforce Classic:Navigate to the Files list: Click the Files tab. Click the Chatter tab and then Files on the left.Click on the file name.Click Go to Content Details Page.Click Edit and select Delete Content.

Can we customize global search in Salesforce?

To allow your users to find a custom object's records when they search, in Salesforce setup create a custom tab set to Default On or Default Off . Creating a custom tab enables the custom object's Allow Search setting....Global Search Results.PropertyDetailsAllow search results filteringTo allow search result filtering, check the box.5 more rows

How do I clear recently viewed in Salesforce?

Step 1 : From Setup, at the top of the page, select Object Manager. Step 2 : Click the label name of the object for the Recently Viewed list you want to modify. Step 3 : From the menu of links at the top of the page, click Search Layouts. and select Edit.

How do I delete a file in Salesforce data Loader?

To delete Content or Files from your organization:Log into Data Loader.Select 'Export'Check Show all Salesforce objects" and select Content (ContentDocument) object. ... Select Id and any other desired fields and follow the prompts to complete your export. ... Review the resulting CSV file to verify the Content to be deleted.More items...

How do I delete a contents document in Salesforce?

To delete a document, click Del next to the document on the documents list page. Alternatively, click Delete on the documents detail page. When you delete a document, Salesforce stores it in the Recycle Bin.

How can you refine search results in lightning experience?

To sort search results, click the field name at the top of the columns or use the sort dropdown menu. To change the sort direction, click the field name or the arrow in the column header. If the search layout includes all non-sortable fields, the sort dropdown menu is disabled.

How do I enable global search in my community?

To enable Global Search, go to the Community Builder, and do the following: Click the Page Editor tab. Choose “Search” in the page drop-down list at the top.

How do I create a custom field in Salesforce searchable?

Make additional fields searchableCreate a custom text field on the object that you're searching records. ... Create a workflow rule with the following criteria to update your custom text field with the value that you wish to search for. ... Add Workflow Action | New Field Update using the following criteria.

How do I get rid of recently viewed list view in Salesforce community?

To do so, go to Setup > Manage Users > Profiles > [Select Profile] > Object Settings > Accounts . Click Edit and change Tab Settings to Tab Hidden .

How do I edit recently viewed lists in Salesforce?

From Setup, at the top of the page, select Object Manager. Click the label name of the object for the Recently Viewed list you want to modify. From the menu of links at the top of the page, click Search Layouts. In the far right of the Search Results column, clickand select Edit.

Can you modify the recently viewed list view Salesforce?

We are able to edit the Recently Viewed List View, as a System Administrator, by going under Setup, and using the Object Manager to find the Object in question.

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