1. Simply click (Ctrl+F) then appear search box in the search box enter your text and press enter. 2. When you press enter your text is highlighted.
Full Answer
How do I search for a specific text in Salesforce?
After a record is created or updated, you may need to wait a few minutes for the new text to be indexed and become searchable. 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).
How do I search for specific objects in Salesforce classic?
To expand the search to other objects in Salesforce Classic, click Search All at the bottom of the list of objects in the left column within search results. If you don't see the 'Search All' option, global search doesn't have enough information about which objects you use, and results already include all objects.
How does Salesforce search work?
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. Dash of search term frequency, order, and uniqueness
How do I change the default 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.
How do you search in Salesforce?
0:002:50Search in Salesforce (Lightning Experience) - YouTubeYouTubeStart of suggested clipEnd of suggested clipRecord he clicks into the search box at the top of the page. When he does he sees a list of the fiveMoreRecord he clicks into the search box at the top of the page. When he does he sees a list of the five items he's used most recently he doesn't see Jason in the list. So he begins typing his name as.
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.
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 search for 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.
How does search work Salesforce?
When you create a record (1), the search engine breaks up the searchable content into smaller pieces, called tokens (2). It stores the tokens in a search index (3). The search index is much like a book index—each token in the index has a link back to the record it came from.
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.
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 custom field searchable?
Check the External Id box. Create a WFR with criteria as "TRUE" Set it to fire every time a record is created or edited. Create a FU to input the related account records name into the Account Name Searchable custom field.
Are lookup fields searchable in Salesforce?
lookup field are searchable.
How do I search for an object 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 create a custom object searchable in Salesforce?
Choose which custom objects your users can search by enabling Allow Search on the custom object setup page. If you don't need a custom object's records to be searchable, disable search for that custom object.
How do I enable advanced search in Salesforce?
Here's how:In Setup, search for “user interface” (or look under Build, Customize, User Interface, which is at the bottom of the list)At the bottom of the page, tick the checkbox for “Enable Advanced Setup Search (Beta)”Click Save.
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.
Do you get more results when you don't use the exact variant of the search term used in the article?
You get more results even when you don't use the exact variant of the search term used in the article .
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.
Do you need Salesforce Knowledge to complete the Knowledge Basics Trailhead module?
To complete this module, your org must have Salesforce Knowledge enabled. It’s also a pretty good idea to complete the Knowledge Basics Trailhead module first.
What is AND/OR search?
AND/OR Searching: When a customer searches for a Knowledge article using multiple search terms, we first run an AND search. For example, if a customer searches for French press, we first look for results that contain both French and press. If we don’t find many matches, we switch to an OR search. This returns results that contain either French or press, giving the customer more potential matches to choose from.
What is Salesforce Experience Builder?
Congratulations! Your Salesforce Experience Builder site is an amazing place where your customers can share experiences and expertise with other customers, read articles in your knowledge base, and resolve their own customer service issues. And when they have tricky conundrums that need some special attention, they can easily reach out to your customer support rock stars. Your site even has your company’s branding, so everyone feels at home.
Why is search important?
Search is great because it makes it easy for your customers to get around the site. No matter what page they’re on, the search box is right at the top, ready to take them to the information they need. And with a few customizations, you can help them get there even more quickly.
What is Spelling Correction?
Spelling Correction: This feature returns results that match corrected spellings of the term. So it’s no big deal when a customer isn’t quite sure how to spell cappuccino, or just accidentally types fliter instead of filter (hey, it happens).
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').
