Everything You Need to Know About Salesforce Search Feature
Salesforce provides powerful search capabilities to help users quickly find records, reports, files, and other data within the system. Whether you’re searching for a specific contact, an opportunity, or even a knowledge article, Salesforce search functionality enhances productivity and ensures that users can access the information they need efficiently.
In this blog, we’ll explore the different types of search in Salesforce, how they work, and best practices for optimizing search results.
Global Search In Salesforce
Global Search is one of the most powerful features in Salesforce. It is located at the top of every Salesforce page and allows users to search across multiple objects, including standard and custom objects. This feature ensures that users can quickly access relevant records without navigating through multiple tabs.
Features of Global Search
1. Users can filter search results by selecting specific objects from the dropdown menu next to Search All.
2. As users type, it provides autocomplete suggestions based on recently accessed records.
3. Displays matching records from different objects in the search result panel.
4. Clicking on a record opens its details in a preview panel on the right.
- Here we can see the details of the record and quick links to its related lists.
- From here, we can perform different actions such as delete, clone, and change owner.
5. Showing more results allows users to expand their search beyond the top suggestions.
6. Expanded view of search
- On the left side, we can see top results with all objects and the result count for each object.
- On the right side, we can see all the search results.
- When clicking on a specific object, we can see results related to that object and we can further filter results using each column.
Individual Search
Salesforce also offers individual search functionality. Each tab in Salesforce has its own search bar, allowing users to search within that specific object.
Global Search in Setup
Salesforce provides a global search option within the Setup menu. If you search for a keyword in Setup, it shows results where that keyword is used in system configurations.
Quick Find in Setup
Salesforce offers a Quick Find box in Setup. This feature allows users to quickly locate settings, objects, and configurations without having to navigate through multiple menus.
Conclusion
Salesforce search capabilities streamline the process of finding relevant information, improving efficiency and user experience. Whether using Global Search, Individual Search, or Setup search, Salesforce provides multiple ways to access the right data quickly. By leveraging these features effectively, users can enhance their workflow and maximize productivity.
