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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 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.
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:
Customising Search Columns
Salesforce will present you with search layouts by default – even for your custom objects. These layouts are normally quite simple, including the name (or number) of the record that you’re searching for – so what if I’d like to view more information about my record from the search layout?
Thankfully, Salesforce keeps it really simple to edit these layouts. All you need to do is navigate to the object manager, find the object whose search layout you’d like to edit, and then add or remove the fields you’d like to see when you or your users search for records.
Salesforce will then show you the layout plus the columns selected to view.
From here, you can also assign search layouts per profile – useful if your users have different searching use cases!
Features that are no longer supported
You may have noticed that there are a few features missing from this list – notably, users pinning their own search results, search filters, and user managed columns – these are all still usable in Classic.
In order to meet this requirement (while keeping search as flexible as it’s always been) Salesforce introduced a new feature called Favourites. For those records you need to view often, you can simply favourite the record by clicking on the star above it on the page, as shown below.
Find out more about Favorites, by viewing our video.