By default, the search engine always uses the Description field to make suggestions and the Subject field is already selected. You can choose up to five of the available short text fields. We suggest choosing fields that include a description of the issue, the affected product, or the case topic.
Full Answer
How to use search in Salesforce?
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 to name a view in Salesforce?
In Step 1 of the wizard we give our View a name. The View Name box is what the user sees when they select a View. The View Unique Name is what the name of the View looks like to the Salesforce database. It must have underscores between words and no punctuation.
How does it handle searches with multiple terms?
It deftly handles searches with multiple terms by strategically employing AND and OR operators. First, we run an AND search for the search terms, which means a search for customer email returns results that contain both customer and email. But what if the results of that query yield not quite enough? Not to worry.
What are the different user interfaces for Salesforce classic?
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Salesforce Classic. You can learn about switching between interfaces, enabling Lightning Experience, and more in the Lightning Experience Basics module here on Trailhead.
Can you search emails in Salesforce?
Search for emails, records, contacts, and other information in Salesforce Inbox mobile. Search returns relevant results for the area of the app you are in. Get a high-level look at how search works in Inbox mobile.
How do I find email templates in Salesforce?
If you don't have permission to edit public templates, go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.
How do I see all items in Salesforce?
To show the total number of products on the Product List page, update your storefront configuration settings.On the CC Admin tab in your org, select your storefront (1).In the Storefront Settings menu, select Configuration Settings (2).From the Module picklist, select Product List (3).More items...
How do I create a search page in Salesforce?
Create a Custom Search Results Page on the top toolbar and then click New Page. Select Standard Page. Select 1 full-width column as the content layout for the page and click Next. Name the page Custom Search Results (which produces a page URL of custom-search-results) and click Create.
What are the 4 types of email templates that can be created in Salesforce?
In Salesforce Classic, you can create four different types of email templates: text, HTML with Classic Letterhead, custom, and Visualforce. All of these email templates can include text, merge fields, and attached files.
How do I find Lightning email templates in Salesforce?
Create Email Templates in Salesforce Lightning Click on App Launcher (the 9 dots, in the top left hand corner) and search for Templates in the App menu.
Where are my products in Salesforce?
Products in SalesforceProducts are available through a related list on the Opportunities tab.With Salesforce you will have layouts and custom fields to track which products are successful. Products can then be added to a Salesforce opportunity allowing you to ensure that inventory and forecasting are accurate.
How do I run a debug log in Salesforce?
Set a user-based trace flag on the guest user.From Setup, enter Debug Logs in the Quick Find box, then click Debug Logs.Click New.Set the traced entity type to User.Open the lookup for the Traced Entity Name field, and then find and select your guest user.Assign a debug level to your trace flag.Click Save.
How do you trace DML statements executed in debug logs?
Tracking DML in a Request In the Execution Log panel, select Filter, then type DML . All items in the request that contain DML anywhere in either the event or details display. In the Execution Overview panel, click the Executed Units tab and disable all other types of execution, except for DML.
How do I search for an object in Salesforce?
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 do I create a search component in Salesforce lightning?
1:0410:52How To Create a Search Box | Lightning Components Tutorial #4YouTubeStart of suggested clipEnd of suggested clipLet's go on file new and lightning component. And name this component. Search bar in this component.MoreLet's go on file new and lightning component. And name this component. Search bar in this component. We will add one div and into this div we will add input. And this input will be of type text. And
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.
What is lemmatization in search?
Lemmatization identifies and returns variants of the search term. For example, a search for fry also returns results for frying and fried. With lemmatization, users get results even when they’re a little off on the exact phrasing.
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 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 .
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.
How many different techniques does Salesforce use?
For every search query it uses an search algorithms. Depending up on the algorithm used search results will be displayed. Salesforce uses three different techniques for Salesforce search. They are
What is stemming in Salesforce?
Stemming:- Stemming is the second technique use for Salesforce Search. It expands the search query in to its possible root forms . Ex :- Search Query = Run,then it matches with “Run”, “Running” and “Ran”.
What is tokenization in search?
Tokenization :- Tokenization is the process of braking every search query in to smaller pieces and stores in search indexes. Ex :- Search Query = Web2Case. Then it breaks down in to pieces like“Web”, “2”, “case”.
