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Questions tagged [global-search]

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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 ...
Christoph's user avatar
  • 1,022
3 votes
0 answers
119 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
  • 1,842
3 votes
0 answers
85 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
2 votes
0 answers
383 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 ...
Kiran Machhewar's user avatar
2 votes
1 answer
903 views

Show Filters on Global search results

When we do a global search and if there are no results returned, then we cannot see the "Show filters" option on the selected object which we run the search on. However we can see the "Show filters" ...
user5352's user avatar
  • 1,675
2 votes
0 answers
42 views

Global Search for Files customization

I'd like to add column with parentId name to the search layout of chatter files. Is it possible? - I haven't found anything about customizing Search Layout for Files. If not, what would be the best ...
mkubacki's user avatar
  • 269
1 vote
0 answers
379 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
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
1 vote
0 answers
324 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
1 vote
0 answers
477 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
1 vote
0 answers
1k 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
1 vote
0 answers
77 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 ...
devforce's user avatar
  • 1,573
1 vote
0 answers
114 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 ...
Tyler Zika's user avatar
  • 2,882
1 vote
1 answer
1k 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 ...
melsherm3's user avatar
  • 111
1 vote
2 answers
5k 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 ...
TheAdmin's user avatar
  • 355
1 vote
1 answer
296 views

Search Bar not working in Partner User

Im using below code for custom search its working in Sandbox partner user. But not working in Production's partner user it return "URL No Longer Exists".Please guide me. <apex:page > <form ...
user10286's user avatar
  • 422
1 vote
0 answers
632 views

Is there a way to restrict access to Notes and Attachments while doing a global search

Is there a way to restrict the search on notes and attachments for certain profiles? If we type in doc or pdf in the global search then it shows all the notes and attatchments. There are so many ...
Prady's user avatar
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1 vote
1 answer
619 views

Hide "Display URL" on OData/External Object global search results?

Is it possible to not display the column "Display URL" within the Global Search page when displaying OData/External Object/Lightning Connect results? The field is not in the External Object's Search ...
Haphazard's user avatar
  • 331
1 vote
0 answers
350 views

Products Security in Partner Community

We are currently working with Products and Pricebooks in Partner Community. The security side of it is still an idea in Salesforce but is there anyway we could restrict the Products visibility for ...
user10286's user avatar
  • 422
1 vote
0 answers
48 views

Global Search returns same result on a previous value. Bug?

Global Search still returns the same result for a modified data on the same account. Assume I have an Account record "Tim". Tim has a custom field "Mobile_Phone__c". At first Tim's mobile phone number ...
superapril's user avatar
1 vote
0 answers
70 views

Object not "allowed in Chatter Groups" is not searchable

I have a custom object, with a custom tab defined, and Global Search enabled. The object and tab visibility are all so that I should be able to search records of that object using the global search, ...
MLucci's user avatar
  • 1,098
0 votes
0 answers
42 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
39 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
200 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
  • 427
0 votes
0 answers
162 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
272 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
144 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
  • 707
0 votes
0 answers
627 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
720 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
0 votes
1 answer
779 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
0 votes
1 answer
519 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
0 votes
1 answer
163 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
303 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
0 votes
1 answer
281 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
0 answers
620 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
0 votes
0 answers
164 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
0 votes
0 answers
42 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
0 votes
1 answer
138 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
0 answers
76 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
  • 1,317
0 votes
0 answers
82 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
0 votes
1 answer
631 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 ...
aralele's user avatar
  • 65
0 votes
1 answer
211 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 ...
hamayoun's user avatar
  • 2,777
0 votes
1 answer
536 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, ...
peripatew's user avatar
0 votes
2 answers
42 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 ...
Jayesh Tejwani's user avatar
0 votes
0 answers
55 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 ...
TSunar's user avatar
  • 197
0 votes
1 answer
160 views

Modify Result Layout - Global Search for User

Is there a way to customize the search result columns for user/people. Salesforce provides the people Name and option to follow the user. I have tried modifying the search layout for user. Can we add ...
amidstCloud's user avatar
  • 2,837
-1 votes
0 answers
15 views

Inside of an Experience Cloud help center, how can I auto filter search results based on the topic the search event occurred in?

I have a help center that organizes articles for many products offered by one company. To be exact, there is 12. Rather than building independent sites for each, I decided to build one for the main ...
Vincenzo Meschi's user avatar