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Questions tagged [global-search]

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1answer
36 views

Can SalesForce federated search be used in conjunction with content indexed in Elasticsearch?

Disclaimer: I don't work within SalesForce at all, but I am being asked to research some capabilities. I apologize for the lack of SF knowledge; this is an exploratory question. Need: We have a ...
0
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1answer
22 views

Customize global search

In the global search result shown in type ahead/auto complete search, how do I customize the field shown in second row. It generally shows, object type and one more field. For example, if I type for a ...
2
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1answer
49 views

SOSL not returning all expected results

I'm trying to SOSL search a custom object we have, by a phone number field but the results are not working as I'd expect. The issue seems to be around missing characters at the start of the search ...
0
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1answer
35 views

Lightning Global Search is not fetching records from User Object

We use sidebar search in Classic to fetch a user record. In lightning when I try to achieve the same using Global Search it is not fetching the records from User Object. Even the drop down next to ...
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0answers
22 views

Encrypting Search Index Files Drawbacks

Is anyone are of any drawbacks to encrypting Search Index Files? I have checked a few places, and am not seeing any mentioned. I am more curious about the actual process of indexing values within ...
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0answers
17 views

Lightning Community. Customize look and feel for Search Results

Have someone found a way to customize Search page in Lightning Communities? I really like the search engine, but I need to customize some bits and pieces. I know that CSS allows partial ...
0
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0answers
15 views

Make some obj records non-searchable : SF global search

How can we configure salesforce global search such that, some standard object records should not be searched ?
1
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1answer
44 views

Platform Encryption Global Search and Search Index

I'm trying to use SF Platform Encryption. Main question is if the global search in Salesforce should work also with encrypted fields when using wildcard search? (for example, by searching: "Test Va*")...
1
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1answer
41 views

Add searchable fields to Global Search Suggestions

The global search bar on can give suggestions based on Name. For example, entering 'James' will suggest the below: 'James Bonello''s phone number is 79521075. I would like to know if it is possible ...
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0answers
10 views

Can I change the number of Recent Records displayed when the Global Search bar is clicked?

In LX, when I click the Global Search bar, I have 5 Recent Records showing. When in Setup and clicking the Setup Search bar, 10 Recent Records show. Is there a way for me to change the number of ...
3
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0answers
86 views

Search results in Salesforce app vs Salesforce web app

I'm just wondering if anyone has had this issue. When I do a search for a record on either my production environment or Sandbox I get the secondary field listed after the record name, like this: ...
0
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0answers
35 views

Lightning - How do I change the Global Search's Secondary Fields in the Instant Results?

The Order object does not allow configuration of the Order Number field, so we are relying on the Order Name field as a better identifier. Is there a way we can either update the main field or the ...
0
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0answers
23 views

Salesforce Global Search results are intermittent

When searching for a phone number in the global we are occasionally getting an error. This is happening when just searching in Salesforce and when running a Campaign. We are using InContact as our ...
0
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1answer
30 views

Is it possible to redirect to custom error message page if user makes mistake in community url?

When user types some invalid text in custom community URL, system redirects you to Standard Salesforce UI with error message as 'URL No Longer Exists'. But Global Search is available in this page. So ...
0
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1answer
23 views

Community articles search no results image and message

I am setting up a salesforce community (public site in this case). Looking for a place to set a custom image and message when there are no results found. Do anybody know where/how this can be setup?
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0answers
14 views

Filter/Search Chatter from User X to Me?

Is there a way to list down (view) all chatter that is from a specific User (say X) to me? Currently, I can only do "To Me" but can't sub-filter that list to show a specific User's post to me. ...
0
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1answer
55 views

Global Search in salesforce

I was searching for record by passing some value in global search but I am getting different result whenever add '0' prefix to it. When i am searching for '012345' i got three record but when i search ...
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0answers
26 views

Global Search is able to find the records while advanced search is returning zero records- Is this Salesforce Bug

I have looking for account using account number field which is unique in each account. Global Search is able to find the record while advance search is saying no record. Is this salesforce bug or any ...
4
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0answers
297 views

lightning global search url

Is there a readable URL for global search in Lightning, similar to Classic that use &startURL=/_ui/search/ui/UnifiedSearchResults?str=valueToSearch ?. I want to use this URL to add to Chrome ...
3
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0answers
28 views

How can I delete FileSearchActivity records?

I was looking through the list of tables in SoqlXplorer, as I do every so often (I find it a useful way to learn things), and I came across a table called FileSearchActivity. What is this table? It ...
0
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0answers
25 views

MemberNumber field in MemberPlan object not searchable

We have installed Health Cloud and there is an object named Member Plan. This object is searchable in setup (like all the standard objects). We created a custom external ID text field in this object, ...
1
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1answer
249 views

Related list contacts not displaying in lookup filter in search results

i have created lookup filter in Vehicle object for contact. i want to see related account object contacts in vehicle object driver(contact) lookup field. when i am search related contacts driver ...
0
votes
1answer
69 views

Restrict Accounts that can be searched in Community by Guest user

I need Guest users to my Community to be able to use the Global Search to search a subset of the Accounts in our instance. I have the OWD for Accounts set to Read. I can't think of how to restrict ...
1
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2answers
169 views

Is the Phone field type ever searchable?

Is the Phone field type ever searchable? Have platform dev questions about searchable fields but have come across conflicting answers. Basically I just want to understand is Phone field type ...
0
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1answer
50 views

How to customize the global search to hide Opportunity records with certain stage

I would like to know how to customize the global search in way that none of my users can see Opportunity records with certain stage. I have created a new stage called "Test Stage" in the Opportunity ...
0
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0answers
19 views

Is this possible to get full text search results to find “FDD MatureApp” record using SOSL by search term “App” [duplicate]

To reproduce the problem, on a brand new fresh organization I have created two records insert new List<Account>{ new Account(Name = 'FDD App'), new Account(Name = 'FDD MatureApp') }; ...
1
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0answers
27 views

Search bar doesn't work on pressing `Enter` keypad in Community

I have a community with template Customer Account Portal. It has a global search bar which is built on Search template page. Community page looks like this Now When I enter searchstring in search ...
1
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0answers
97 views

What controls the results of global search in Lightning Experience?

FYI, this layout is in Service Console app. I want "Prescriptions" to appear at the top of the left column in search results for all users. When I'm under the System Admin profile this is what appears ...
0
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1answer
75 views

search based on opportunity product field

I save metadata on each product line item - currently save in the description field. I'm looking for a way to search base on the field value via the global search. Seems like it's not supported Any ...
3
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0answers
343 views

Global Search Auto-Complete in Lightning Experience

I am trying to configure the auto-complete items show by the global search bar. In my org an account search result is only shown as [Account Name] Account. Some opportunities are shown as [Opportunity ...
-1
votes
1answer
101 views

How to customize search functionality in salesforce community?

My requirement is to display cases of only specific record type in search results on customer community. How can that search result be customized for this requirement.
0
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1answer
32 views

Can't find recently viewed Contacts in Global Search

I'm a Sys Admin, and one of my users is saying that when she uses Global Search to search for Contacts, most of the time it is not working. The examples she has given work fine for me when I try and ...
1
vote
1answer
144 views

Global Search - Not matches found message

I'm trying to search a record using a global search putting part of the content, but the results show a message: "No matches found". If I put all the content, the global search show me the record. ...
1
vote
2answers
637 views

Is there a way to customize or build on top of the Global Search Results component in the Napili template?

I was just wondering if there is a way to edit or build features on top of the Napili Community's Global Search Results Lightning Component. I'd like to add filters, change the layout, and control ...
2
votes
1answer
878 views

How to add all objects to Global search in Lightning?

I have give Allow search Field True for all the objects what i want and pined them in the search layout also to do search in all the objects, what i have did you can see in the below screen short. ...
1
vote
1answer
321 views

Global search custom field not searching

In my object two date fields (Filling date,Issue date) are there,when i go and search in global search of the filling date value it is showing results perfectly(Refer image) but, when i search the ...
0
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1answer
294 views

Lightning: Is there a way to index custom fields to show in the instant global search results?

We are using a lot of custom objects in multi-lingual social work context. So the name for the record is the English spelling, but we also want to be able to quick global search based on the local, ...
0
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2answers
713 views

Global Search Filter Error: Picklist value does not exist

I have set up a global search filter on a custom object that includes the Record Type field. This allows our users to filter down results by Record Type. However, when choosing one of the Record ...
1
vote
2answers
1k views

custom field values not coming in global search results

I have one custom object A with allow search enable. I have one custom field B for custom object A. I have one record of A with value of B as 1,212,212. i have added custom field B in search layout >...
0
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2answers
34 views

Search in all Production Orgs at once and Display in one single org

I have an urgent requirement, my client has 3 Production orgs due to the versatility of business, sales users search for an account name eg: 'Johns Garage' in one Production org, users should be able ...
0
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1answer
39 views

Chatter issues to resolve

I have below two requirements regarding Chatter. I need the Quick find search box to be shown at left side as it shows when chatter disabled. Stop the emails to the user when the followers are added ...
2
votes
4answers
1k views

Unable to Search a related record in Global Search

Scenario: When I search for Opportunity with Opportunity name in Global Search, it should popup Project record also as a result. Relationship b/w object Opportunity has a one to many relationship ...
1
vote
1answer
123 views

Clearing (or Cleaning) Global Search Cache - False Results - Sharing

How do we get Global Search to NOT show results that are NO LONGER VISIBLE to the logged in user? More quickly? Ever? I'm noticing as we test our implementation in Sandbox that when I login as ...
0
votes
2answers
248 views

Make Custom '__c' Field Searchable in Global Search Bar

I have a custom field at the Opportunity Product level that can't be searched at the moment on the global search, even if I click on 'search all' I have seen this link that selects 'external ID' on ...
0
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0answers
44 views

Preventing users from using global search in SF Classic UI

I have to ban certain profiles from using global search in service console. For this purpose, I created a hidden console component that hosts a VF that utilizes several Console Toolkit methods. It ...
5
votes
2answers
220 views

Bulk data load make the global search unusable

We are migrating data from saleforce org A to org B. While migrating we are processing data out of salesforce and its out of scope of this question. When we load data into target org it breaks the ...
0
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1answer
79 views

Increasing field count from 10 in search layout

Can I increase the field count from 10 columns to 15 in search layout options. Do I need to contact salesforce support team. Please help
0
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2answers
1k views

Global Search does not return account results when searching by Zip Code + Lastname + Firstname (wildcard), but only cases

I'll really appreciate some help here. Do you know why Global Search does not return account results when searching by Zip Code + Lastname + Firstname (wildcard), but only cases?
2
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0answers
158 views

Is there any way to enable global search for custom object without creating tab or without exposing tab to user

I am trying to enable custom object in global search without creating tab. I think that is not possible. http://cloud4good.com/announcements/best-practices-for-using-salesforce-global-search/ As per ...
1
vote
2answers
515 views

Can I modify the global search?

My company is unhappy with the way global search works. They want a search that provides alot more filtering on accounts. We've added a custom search with additional filters, but they don't like it. ...