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How do I make contents searchable in Salesforce?
Required Editions and User PermissionsClick the Documents tab.Enter your search terms. Salesforce searches the following fields: ... Click Find Document. The Keywords and Document Name fields are used to determine the closest matches. ... To go to the detail page for a document, select the document or click View.
Are files searchable in Salesforce?
In Salesforce Classic, you can also search for files using the Files search: Optionally, on the Files tab click a filter on the sidebar to restrict your search to a specific set of files. Enter your terms in the Search field. You can search by file name, description, owner, type, or content.
How does search work in 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.
How do I view contents in Salesforce?
How Do I Access Salesforce CRM Content? Clicking the Libraries tab opens the Libraries home page where you can access your personal library, choose a specific shared library to view or edit, analyze library usage and activity and, if applicable, create new libraries.
Where are files stored in Salesforce?
Files Home is the central location of your files in Salesforce. See all files that you've stored privately, view files that are shared with you, and share files with others.
How do I change the 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.
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
What search engine does Salesforce use?
From the moment you create a record in Salesforce, the search engine works to make your information easy to find. When you search, you get relevant results quickly. Get a high-level look at how Salesforce search works.
What is global search in Salesforce?
The Global Search component lets you expose global search in your site. Let your users search for any object available to them. Autocomplete search results are based on the most recently used objects and records by the user, same as global search in your org.
What is Salesforce content?
Salesforce Content is a built-in content management system available to all Salesforce users within their Salesforce environment. Content can be stored in searchable repositories known as libraries, which function as segmented work spaces.
Is Salesforce content available in lightning?
Libraries are available in both Lightning Experience and Salesforce Classic. In Lightning Experience, you can further organize your library content with folders.
What is content library in Salesforce?
Store, share, and manage your files in content libraries. Create Libraries. Store, share, and manage your files in content libraries so you can decide who has access to files in each library and what permissions they have. Each org can have up to 2,000 libraries.