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Global Search is a key tool in Salesforce, but did you know it's not just plain searching?
Whether you want to find out if one of your clients already exists in Salesforce, locate a post that you earlier spotted in chatter, or if you are trying to find your team’s latest strategic deal; the Salesforce Global Search is the place to go.
The Global Search in Salesforce is a great and intelligent tool. It searches in all types of records including articles, documents, products, solutions, custom objects, Chatter feeds, and much more! But how is it smart?
Global Search gives you results by keeping record of which objects you use, how frequently you use them and arranges the search results based on that information. This means that the records you most frequently search on and view are shown at the top of the list.
Here are a few tips and tricks for using the Global Search:
If filters have been enabled by your administrator, you should find that you can filter the search results for a particular object. This will allow you to narrow your search results down further and find the correct record more easily. To use filters you need to click on the Show Filters link and enter additional search criteria as necessary. The filter fields that are available to you are determined by your administrator.
Administrators need to set up filters for all users. This can be done by following these steps:
1. On the Search Results page, in an object's search results list, click Customize... > Filters for All Users. Alternatively, from Setup, click Customize > Object Name > Search Layouts.
2. Click Edit next to Search Filter Fields.
3. To choose the fields that will be available to filter on, use Add and Remove.
4. To reorder these fields, use Up and Down.
5. Click Save.
Search Results Columns
As a user, you are in control of which columns are displayed in the search results and in which order.
Pinning objects in your search results
If you search for certain objects more often, you can pin them to the top of the results list so that you don’t have to scroll down to get to the object you want to see.
To do this, type in your search and look in the objects in the side bar. Hover over the object you wish to pin and you will see a pin to the right of that object name. Click on the pin and the object will automatically be placed at the top of the list.