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Questions tagged [global-search]

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Search results not shown in Lightning view but shown in Classic

A user is unable to get any search results in Lightning view, while he's able to get that in Classic view. The user does have read/write access on the record/object that he searches & is able to ...
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Need to update over 300 custom objects and disable "enableSearch"

I need to update about 350 custom objects and remove the flag for "enableSearch". We do not want users to search these objects so they will not get confused with the primary data points. I ...
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26 views

Users unable to search accounts by custom fields

We have users who are unable to search for accounts based off of custom fields. No drop down options show up when they try to search. They can only search by account name which is very limiting for ...
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1 answer
56 views

External ID not searchable in Global Search

We have a custom object (allow search = true) with a tab default on in a sandbox where there is an External ID field on which we'd like to perform search. When searching on it, nothing is displayed ...
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56 views

Sharepoint Files Connect results not appearing in Global Search / Queries

I've configured Files Connect with Sharepoint using this method, and is working as expected from the Files tab or the Add Files button in the Files related lists (I can see the Sharepoint folder ...
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1 vote
0 answers
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Global Search Bar Not Working For Salesforce CMS Articles (Experience Cloud)

I have an experience cloud website that uses Salesforce CMS. In production when users enter keywords in the Global Peer-To-Peer Search Bar, the auto-complete function shows CMS articles matching those ...
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2 answers
198 views

Change Global Search Box Colour in Community Cloud

I would like to change the colour of the Global Search Box in the Community Cloud. I've tried some CSS, but they do not work. .actualNode{ color:white; } .slds-input{ color:white; } .inputWrapper{ ...
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1 answer
305 views

Restrict records returned in global search for a certain group

On the Account Object is a custom field (Picklist) called Account_Status__c with values Active and Inactive For Certain users, I want to restrict the Inactive Accounts from showing up in the global ...
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1 vote
1 answer
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How do i make global search return a case by searching a value stored in a custom text field?

Recently I was presented with a bug in which Global Search doesn't return any cases when I search for a value stored in a custom Text field inside the case. In my tests to replicate the error I, as a ...
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1 answer
47 views

How to remove access to all files or attachments from a user

Just like I can remove access to a particular object, how can I remove the user's access to Files or Attachments? Right now they can still access it if they use the global search function. I think ...
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0 answers
42 views

Unable to do global search based on text custom field

I have created a custom object. Which has a custom field of Text type and also marked as indexed by external id. Still i am unable to use that field for global search.Any help?
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0 answers
140 views

Add criterias to exclude some records from the Salesforce global search

Is there a way to add criterias from the global Salesforce search to hide some records in the result? Contacts are public and reachable from accounts but some contacts don't have to found with a ...
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  • 615
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1 answer
150 views

Phone number search in global search

We are integrating Genesys CTI with salesforce but we are facing one issue while searching the phone number in global search. From Genesys end we are passing 7 digit phone number to search 10 digit ...
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1 vote
0 answers
104 views

Salesforce Global Search API?

Is there an API that exposes the Salesforce Global Search and replicates the same behavior as global search does? I have looked at /services/data/v49.0/Search and /services/data/v49.0/...
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1 answer
148 views

How to make a Field as searchable in Global search

I have a Field called Employees( Text Field) on Account object. I want to make a field as searchable. I have created a workflow and I have added a field to search layouts as well, but no luck. Can ...
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85 views

Using external ID in custom field as secondary as the secondary field in the instant search box

When I type a name in the [All] search box, the instant results dropdown list shows shortcuts to recent items as documented here and here. As documented here and here is should be possible to specify ...
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139 views

Can I override the standard (Global) Search Results page?

I am working with a mobile publisher app and a group of users (1 profile) that need to be altogether blocked from seeing Activity records (Task and Event). SF Support indicated that there might be a ...
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1 vote
1 answer
401 views

Community search (Global Search for Peer-to-Peer Communities) will not autocomplete Files

I've added "Files" as an autocomplete object to my Global Search for Peer-to-Peer Communities component in my Customer Service community. However, no results ever seem to appear. I have ...
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1 vote
0 answers
528 views

Global Search Results in Lightning Community

I am trying to use the OOO Global search Results component with the custom Lightning component in Community(Using custom theme). The custom lightning component should take the input from user and show ...
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1 answer
95 views

Use Community Search Bar to only search active user profiles

I would like to have the Global Community search bar only search the profiles of active users. It seems to search both active & active users. Any way to do this?
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1 answer
244 views

How to perform Global search on account hierarchy to display related records

I have an account with account hierarchy setup and there is one Custom object "Agreement" added as related list on the account. When, I search an account with an account name on global ...
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27 views

Global search- I want search results to be displayed all related records of account and also records of their account hierarchy [duplicate]

I have an account with account hierarchy setup and there is one Custom object "Agreement" added as related list on the account. When, I search an account with an account name on global ...
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1 vote
1 answer
152 views

Search in lookup fields [closed]

I want to global search in Salesforce Lightning for a particular field in my custom object which is related to another custom object. Consider, I have two objects A and B. Object A contains: f1 f2 .....
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173 views

Global search does not work unless the user visits list view of the particular custom object first

I have a fully prepared org with custom objects, layouts in it. For team work purpose I have created several users with system administrator profile and none of the users are able to global search ...
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1 vote
1 answer
392 views

Does Global Search in lightning truly not have the ability to actually search all records?

I know this is old news, but I wanted to make sure I understood the limitations of Global Search before I go ranting on the IdeaXchange, because it still boggles my mind that you cannot actually ...
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Filter Global Search

Is there a way to filter Global Search without having to do magic with Sharing Rules and Record Types? I want a CSR to search Contacts, but I don't want the CSR to see the Contact come up in a ...
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  • 147
1 vote
1 answer
173 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 ...
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1 answer
457 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 ...
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3 votes
1 answer
1k 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 ...
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0 answers
28 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 ?
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1 vote
1 answer
660 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*")...
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  • 1,535
2 votes
1 answer
804 views

Add searchable fields to Global Search Suggestions

The global search bar on can give suggestions based on Name. For example, entering 'X' will a dropdown with X's name on top. 'X''s phone number is 79521075. I would like to know if it is possible to ...
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3 votes
0 answers
111 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: ...
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  • 1,969
0 votes
1 answer
260 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 ...
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1 answer
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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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1 answer
146 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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  • 113
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0 answers
36 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 ...
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  • 1,277
4 votes
1 answer
1k 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 ...
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3 votes
0 answers
50 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 ...
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0 votes
0 answers
51 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, ...
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  • 91
0 votes
1 answer
797 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 ...
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0 votes
1 answer
90 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 ...
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1 vote
2 answers
563 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 ...
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0 votes
1 answer
116 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 ...
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  • 397
0 votes
0 answers
23 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') }; ...
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  • 13.2k
1 vote
0 answers
39 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 ...
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  • 1,367
1 vote
0 answers
112 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 ...
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  • 2,698
0 votes
1 answer
272 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 ...
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3 votes
0 answers
493 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 ...
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  • 942
-1 votes
1 answer
343 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.
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  • 2,193