Questions tagged [global-search]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
0 votes
0 answers
32 views

How do I only search in Leads using searchAndScreenPop()?

The search API by default searches in Contacts, Leads, Accounts, etc. I want to limit it to either one because the user may not have privileges to Contacts or Accounts in this instance. The search API ...
Ian Dsouza's user avatar
0 votes
0 answers
29 views

Lookup Search Page Incomplete match behaviour

I've encountered an issue with the lookup search in Case object. I have lookup field into custom field product__c. When I search incomplete keyword like 'park' it doesn't display any results, but '...
Aza Pradana's user avatar
0 votes
0 answers
150 views

How to displays results for contacts which have ACR in the search

We have enabled ACR (accountcontactrelation) in our Salesforce Org to stop duplication of contacts. When a user types in the contact details (name , email) in the search bar there is ability to hover ...
Masond3's user avatar
  • 419
0 votes
0 answers
123 views

Salesforce standard object not showing in Einstein search layouts

I'd like to make the object "Return Order" searchable in Salesforce Einstein global search. Currently, I have access to two other Sandboxes where this type of search is possible, but in ...
Alberto Bissacco's user avatar
0 votes
0 answers
236 views

Can I create a custom LWC that uses global search?

We would like to put a custom search box in our community. It would be an INPUT that would refresh a search results component, or navigate to a recordPage. Is this possible?
afandre's user avatar
  • 71
0 votes
0 answers
105 views

Global Search configuration

I have a custom object that has a Record Name Data Type as Text. So when the record is created, the name is generated to be something like: 1234-xxx-00000555. When conducting a Global Search I see ...
mackmama's user avatar
  • 699
0 votes
2 answers
956 views

Global Search not working for Custom Object

I'm working on an issue where Global Search was not working for Custom Objects. I was able to get most of them working by creating tabs for the Custom Objects and making them visible through ...
mackmama's user avatar
  • 699
0 votes
1 answer
443 views

Salesforce does not show users in searches

it happens with all the users of the organization. When we search for a user or a queue, it does not show any results when they exist. For example when I want to change a case owner, when searching ...
Jota's user avatar
  • 25
1 vote
2 answers
499 views

Remove Global Search from selected pages of Customer Service Experience Template

I have an Experience site for Guest users that uses the OOTB Customer Service template The site has the usual suspects of pages: Home Contact Support I added a new Page DataCollect that includes a ...
cropredy's user avatar
  • 70.8k
-1 votes
1 answer
78 views

Searchability of a field [closed]

I have a text field in the account object and it has the searchable option ticked. But yet when I search using the global search it is not visible. Why is it so?
user121495's user avatar
0 votes
1 answer
298 views

Custom field searchable [closed]

I have a formula field in the account object and I want to make this field searchable. What should I do? I saw one method where we have to create a workflow rule and a field update for this. Is this ...
user121495's user avatar
1 vote
1 answer
2k views

How can I "hide" certain accounts from Global Search?

We have a number of accounts that are no longer interesting/relevant, but that we must keep in our org for a number of reasons. Is there some kind of trick that we can use so that these records no ...
Sander de Jong's user avatar
0 votes
0 answers
569 views

Enabling global search for all profiles

I am able to search Inquiry_vod__c object records in global search as admin but when logged in with any other user account, I am not able to search that object's record. Can somebody help? Allow ...
Kriti Parmar's user avatar
0 votes
2 answers
2k views

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 ...
SMorse's user avatar
  • 39
0 votes
1 answer
38 views

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 ...
Joe Pereira's user avatar
0 votes
1 answer
661 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 ...
Gauthier's user avatar
1 vote
0 answers
308 views

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 ...
Emmanuel_M's user avatar
0 votes
2 answers
940 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{ ...
Ben Inm's user avatar
  • 23
0 votes
1 answer
3k 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 ...
GroundToCloud's user avatar
1 vote
1 answer
1k views

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 ...
Luiz Gomes's user avatar
0 votes
1 answer
679 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 ...
user avatar
1 vote
0 answers
313 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 ...
Oupat's user avatar
  • 733
0 votes
1 answer
499 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 ...
rushi's user avatar
  • 1
1 vote
0 answers
432 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/...
Gaurav Thakur's user avatar
0 votes
1 answer
1k 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 ...
Santhiya's user avatar
0 votes
1 answer
161 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 ...
wp78de's user avatar
  • 191
0 votes
0 answers
281 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 ...
jarod's user avatar
  • 50
1 vote
1 answer
875 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 ...
nbrown's user avatar
  • 4,004
1 vote
0 answers
948 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 ...
Aman's user avatar
  • 11
0 votes
1 answer
273 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?
Michele Kleinhomer's user avatar
0 votes
1 answer
516 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 ...
SFDC devloper's user avatar
0 votes
0 answers
28 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 ...
SFDC devloper's user avatar
1 vote
1 answer
350 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 .....
Aditya's user avatar
  • 13
0 votes
0 answers
511 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 ...
Ahmed Shahriar Adnan's user avatar
1 vote
1 answer
959 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 ...
smohyee's user avatar
  • 3,814
0 votes
0 answers
158 views

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 ...
Edwin Schaeffer's user avatar
1 vote
1 answer
300 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 ...
Jeremiah Orangetree's user avatar
0 votes
1 answer
1k 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 ...
askids's user avatar
  • 111
3 votes
1 answer
2k 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 ...
ministe's user avatar
  • 324
0 votes
0 answers
40 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 ?
Shri's user avatar
  • 147
1 vote
1 answer
1k 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*")...
Liron C's user avatar
  • 1,776
2 votes
1 answer
2k 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 ...
mesllo's user avatar
  • 145
3 votes
0 answers
118 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: ...
akarnid's user avatar
  • 1,984
0 votes
1 answer
524 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 ...
Arunkumar's user avatar
0 votes
1 answer
123 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?
ramak's user avatar
  • 11
0 votes
1 answer
338 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 ...
Sfdc_1184's user avatar
  • 143
0 votes
0 answers
72 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 ...
David Mycka's user avatar
  • 1,307
5 votes
1 answer
2k 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 ...
P P's user avatar
  • 107
3 votes
0 answers
84 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 ...
Charles Koppelman's user avatar
0 votes
0 answers
80 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, ...
Max's user avatar
  • 101