Use Search All on the left. You may need to select “Search all objects” – by default Salesforce will search frequently accessed objects (meaning objects YOU recently or frequently view and edit). You can see on the left which objects have been searched (just like Amazon!). If the object you are looking for is not listed, click the Search all link.
How to get the result in global search in Salesforce?
In order to get the result in the global search , you need to create a tab for the custom object .. 1. Your custom object has a custom tab Custom object records are searchable in the Salesforce user interface only if the custom object is associated with a custom tab. Reference: Searchable Fields: Custom Object. 2.
How to make a custom object searchable in Salesforce?
Your custom object has a custom tab Custom object records are searchable in the Salesforce user interface only if the custom object is associated with a custom tab. Reference: Searchable Fields: Custom Object. 2. User's assigned profiles have appropriate tab settings for the object
How do I search for a specific field in Salesforce?
Search Results. 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.
How do I search for objects in Salesforce Lightning?
For new users or users that have little to no activity in Salesforce for over 90 days: Default global search in Classic returns all objects (same results as clicking 'Search All'). Default 'Top Results' in Lightning returns the objects that are set in the current Lightning App's navigation menu.
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How do I find an object in Salesforce?
To view all standard and custom objects that are available to you in your org, click the plus icon (+). To see the records for a particular object, click the record's tab. View, edit, and create records from a list.
How do I find fields and objects in Salesforce?
From the object management settings for the object whose fields you want to view, go to Fields.Click the field label.To modify a custom field, add custom help text, or change the data type, click Edit.More items...
How do I search for custom objects in Salesforce Classic?
Classic. In Classic, you'll find standard objects under Customize in your Setup navigation menu, or you can type their name in the Setup quick find box to narrow down the menu. You'll find custom objects under Build: Create->Objects.
How do I make an object data searchable in global search Salesforce?
In order to get the result in the global search , you need to create a tab for the custom object .. I've already created custom object tab. Custom object records are searchable in the Salesforce user interface only if the custom object is associated with a custom tab. Reference: Searchable Fields: Custom Object.
What are the objects in Salesforce?
There are three kinds of Salesforce objects.Standard Objects − The objects already created for you by the Salesforce platform.Custom Objects − These are the objects created by you based on your business processes.External Objects − The objects which you create map to the data stored outside your organization.
Where is Object Manager Salesforce?
To open the Object Manager: Click on the Gear Icon at the top of the page and choose Setup. Click on the Object Manager The standard and custom objects are displayed in a list.
How do I see all custom objects in Salesforce?
Is That a Custom Object I See?Click the App Launcher. and select Sales.Click the Vehicle Interest tab. Note: If the Vehicle Interest tab does not appear, refresh the page.Click Recently Viewed and select the All Records list view.
How do I manage objects in Salesforce?
To access the Object Manager, from Setup, click Object Manager. To customize an object, select the object name in the list, and then select a specific customization from the left pane. For example, to add a custom field to the Account object, select Account, then Fields & Relationships, and then New.
How do I make a field searchable in Salesforce?
Choose Use a formula to set the new value and then click Show Formula Editor and select the "Insert Field" button to locate and select the desired field that you would like to make searchable. See Calculate Field Values With Formulas and Considerations for Field Update Actions for additional details.
How do I enable global search objects in Salesforce?
Click Add to add searchable Salesforce objects to your site's autocomplete results. To edit an object, click the object name. In the edit window, you can change to another type of object and you can mark the object as Publicly available. To select a different object type, click the object name and select from the list.
Which 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 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.
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.
When to Use SOSL
Retrieve data for a specific term that you know exists within a field. Because SOSL can tokenize multiple terms within a field and build a search index from this, SOSL searches are faster and can return more relevant results.
Performance Considerations
If your searches are too general, they are slow and return too many results. Use the following clauses to define efficient text searches.
If an object is not included in search results an administrator can check
Ensure the object has a tab created. Objects without a tab aren't returned in search results, see Create a Custom Object Tab for more details.
In Classic, Smart Search returns results for the objects that you use most frequently
If the object isn't frequently used and not included in initial search results, users can click Search All or View More. These options expand the search to additional or desired objects that aren't automatically returned or scoped via smart search.
In Lightning Experience, each user's Top Results page includes the objects they use the most
Click the View More link to see more results for an object. Reference: How Do I Refine Search Results in Lightning Experience?
For new users or users that have little to no activity in Salesforce for over 90 days
Default global search in Classic returns all objects (same results as clicking 'Search All').
