How do I find records 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. List views are a great way to sort, prioritize, and analyze the records that are most important to you.
How do I make records searchable in Salesforce?
Select one to go right to the record. As you type, the list updates with suggested matches and search options....Required EditionsSearch across all searchable objects (1). ... Search within the current object you're on (2).Select a suggested record and go directly to the record (3).
How do I search for a database in Salesforce?
Search Feeds (1) to see posts from your company that match your search terms.Use the Records view (2) to see a few records for each frequently used object.Click an object name in the left search navigation (3) to see results for only that object.Click Search All (4) to see the results for more objects.More items...
What can you search for in Salesforce?
0:062:50Search in Salesforce (Lightning Experience) - YouTubeYouTubeStart of suggested clipEnd of suggested clipSearch makes it easy to get smarter about your customers.MoreSearch makes it easy to get smarter about your customers.
What is Einstein search in Salesforce?
Einstein Search gives the global search bar more power and intelligence right from the first click. Work faster, complete tasks directly from the search results, and get results that are most relevant to you.
How do I use global search in Salesforce?
0:092:33How to use Global Search in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhether it's a phone number email address any part of a portion of a text string that's a searchableMoreWhether it's a phone number email address any part of a portion of a text string that's a searchable. Field you'll be able to type in a value here and it should pop. Up in the search. Screen.
What is search index in Salesforce?
Search indexes provide the data used to perform storefront searches. Expect to rebuild your indexes whenever you update product or content data, so that the data in the index is as current as possible.
How do I query a table in Salesforce?
Salesforce – Viewing Data in the Developer ConsoleAll of the object's fields display. Select the fields you would like displayed in the result list. ... Click the Query button to create and add the SOQL query to the editor.Click the Execute button to run the query and see the results.
What is records in Salesforce?
According to Salesforce documentation: “Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
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 find an object in Salesforce?
From Setup, enter Objects in the Quick Find box and select Objects. Next, click one of the custom objects in the list. Then scroll to the section for the specific customization. For example, to add a custom field to the Job Applications object, enter Objects in the Quick Find box, then select Objects.
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 search engine?
Salesforce search is powered by a search engine that brings users smart, relevant results automatically. You might be wondering how we determine which results to put at the top of the list. Here’s our secret sauce to find and rank the records users are looking for.
Why does Salesforce return Julia?
Salesforce returns results for Julia because no records contain the word Julai. But, say a user types Julie. Salesforce returns the single record for Julie, but not records for Julia. Lemmatization identifies and returns variants of the search term. For example, a search for fry also returns results for frying and fried.
Does Salesforce have wild search?
Salesforce provides a wild search, *, but you need to provide along with it at least 2 characters to work. This is a great feature, right, but not good enough to find all possible options. This is also a great feature where you can search not only the main field, but all fields within an object.
Do enhanced lookups work across all fields?
NOTE: Enhanced lookups have limitations: they do not work across all fields such as dropdowns and formulas. As a workaround you can create a text field, and have a Workflow rule to fill them with the dropdown or formula value.
