{"id":172,"date":"2013-08-05T11:52:03","date_gmt":"2013-08-05T06:22:03","guid":{"rendered":"https:\/\/www.dhruvsoft.com\/blog\/?p=172"},"modified":"2024-07-26T09:48:29","modified_gmt":"2024-07-26T09:48:29","slug":"salesforce-tip-of-the-day-using-global-search","status":"publish","type":"post","link":"https:\/\/www.dhruvsoft.com\/blog\/salesforce-tip-of-the-day-using-global-search\/","title":{"rendered":"Salesforce Tip of the Day &#8211; Using Global Search"},"content":{"rendered":"<p>Our Salesforce Tip of the Day today is Using Global Search. \u00c2 Use the Salesforce search feature to quickly locate and find information you need in CRM.<\/p>\n<p>The\u00c2\u00a0Global Search in Salesforce.com CRM help you search<\/p>\n<ul>\n<li>All standard and custom objects<\/li>\n<li>Articles<\/li>\n<li>Documents<\/li>\n<li>Products<\/li>\n<li>Solutions<\/li>\n<li>Chatter\n<ul>\n<li>Chatter feeds<\/li>\n<li>Files<\/li>\n<li>Groups<\/li>\n<li>Topics<\/li>\n<li>People<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h5><!--more--><\/h5>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_83 ez-toc-wrap-left-text counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-5'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.dhruvsoft.com\/blog\/salesforce-tip-of-the-day-using-global-search\/#1_Using_Global_Search_%E2%80%93_Auto_Suggestions\" >(1) Using Global Search &#8211; Auto Suggestions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-5'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.dhruvsoft.com\/blog\/salesforce-tip-of-the-day-using-global-search\/#2_You_have_to_Enter_Minimum_Three_3_characters_A_for_Salesforce_search\" >(2) You have to Enter Minimum Three (3) characters \u00c2\u00a0for Salesforce search<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-5'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.dhruvsoft.com\/blog\/salesforce-tip-of-the-day-using-global-search\/#3_Use_Search_options_to_Limit_Search_to_the_items_your_own\" >(3) Use Search options to Limit Search to the items your own<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-5'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.dhruvsoft.com\/blog\/salesforce-tip-of-the-day-using-global-search\/#4_Use_Search_Options_to_Limit_Search_Exact_Phrase\" >(4) Use Search Options to Limit Search Exact Phrase<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-5'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.dhruvsoft.com\/blog\/salesforce-tip-of-the-day-using-global-search\/#5_Searching_All_Objects\" >(5) Searching All Objects<\/a><\/li><\/ul><\/nav><\/div>\n<h5><span class=\"ez-toc-section\" id=\"1_Using_Global_Search_%E2%80%93_Auto_Suggestions\"><\/span>(1) Using Global Search &#8211; Auto Suggestions<span class=\"ez-toc-section-end\"><\/span><\/h5>\n<p>Type your keyword for searching in the Global search. As you type your search keyword Salesforce.com will give you some auto suggestions. These auto suggestions are based on the recent items that you have opened. You can click on one of the suggested record or hit enter to search from all records.<\/p>\n<p><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Auto-Suggestion-recent-Records.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-173 size-full\" title=\"Global Search &amp; Auto suggestion\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Auto-Suggestion-recent-Records.png\" alt=\"Global Search &amp; Auto suggestion\" width=\"289\" height=\"117\" \/><\/a><\/p>\n<p>If auto suggestion is not enabled for your Salesforce.com you can ask your Salesforce.com administrator to enable it.<\/p>\n<h5><span class=\"ez-toc-section\" id=\"2_You_have_to_Enter_Minimum_Three_3_characters_A_for_Salesforce_search\"><\/span>(2) You have to Enter Minimum Three (3) characters \u00c2\u00a0for Salesforce search<span class=\"ez-toc-section-end\"><\/span><\/h5>\n<p>You have to use minimum three characters in your search keyword to get the results. Less than three characters will not give \u00c2\u00a0any search results<\/p>\n<p><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Minimum-Chars.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-174 size-full\" title=\"Minimum Characters in Salesforce Search\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Minimum-Chars.png\" alt=\"Minimum Characters in Salesforce Search\" width=\"484\" height=\"241\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Minimum-Chars.png 484w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Minimum-Chars-300x149.png 300w\" sizes=\"auto, (max-width: 484px) 100vw, 484px\" \/><\/a><\/p>\n<p>Any search having three or more characters will only provide valid results<\/p>\n<p><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Minimum-Chars-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-175 size-full\" title=\"Minimum Characters in Salesforce Search is three\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Minimum-Chars-2.png\" alt=\"Minimum Characters in Salesforce Search is three\" width=\"448\" height=\"202\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Minimum-Chars-2.png 448w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Minimum-Chars-2-300x135.png 300w\" sizes=\"auto, (max-width: 448px) 100vw, 448px\" \/><\/a><\/p>\n<h5><span class=\"ez-toc-section\" id=\"3_Use_Search_options_to_Limit_Search_to_the_items_your_own\"><\/span>(3) Use Search options to Limit Search to the items your own<span class=\"ez-toc-section-end\"><\/span><\/h5>\n<p>Use options to limit the results to the items you own or where you are the owner of the records. To select this click on the options link on the search results:<\/p>\n<p><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Options.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-176\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Options.png\" alt=\"Using Options\" width=\"607\" height=\"193\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Options.png 607w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Options-300x95.png 300w\" sizes=\"auto, (max-width: 607px) 100vw, 607px\" \/><\/a><\/p>\n<p>Select &#8220;Limit to items I own&#8221; to search among the records where you are the record owner<\/p>\n<p><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Limit-to-items-I-own-and-exact-phrase.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-178\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Limit-to-items-I-own-and-exact-phrase.png\" alt=\"Limit to items I own and exact phrase\" width=\"302\" height=\"245\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Limit-to-items-I-own-and-exact-phrase.png 302w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Limit-to-items-I-own-and-exact-phrase-300x243.png 300w\" sizes=\"auto, (max-width: 302px) 100vw, 302px\" \/><\/a><\/p>\n<h5><span class=\"ez-toc-section\" id=\"4_Use_Search_Options_to_Limit_Search_Exact_Phrase\"><\/span><strong>(4) Use Search Options to Limit Search Exact Phrase<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h5>\n<p>User exact Phrase when you want to search on two or more words and want to search the complete phrase. By default Salesforce.com search will provide results by adding AND in between two words.<\/p>\n<p>For example<\/p>\n<p>Search for &#8220;Howard Johnson&#8221; will search for &#8220;Howard AND Johnson&#8221; anywhere on the record<\/p>\n<p>Selecting Exact Phrase will search for the complete phrase together. Hence\u00c2\u00a0&#8220;Howard Johnson&#8221; will search for &#8220;Howard Johnson&#8221; as a complete phrase.<\/p>\n<h5><span class=\"ez-toc-section\" id=\"5_Searching_All_Objects\"><\/span>(5) Searching All Objects<span class=\"ez-toc-section-end\"><\/span><\/h5>\n<p>By default Salesforce will show the results from the frequently used objects. If you want to search all the objects then click on &#8220;Search All&#8221; in the object list<\/p>\n<p><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Search-all.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-179\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Search-all.png\" alt=\"Search all\" width=\"389\" height=\"262\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Search-all.png 389w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Search-all-300x202.png 300w\" sizes=\"auto, (max-width: 389px) 100vw, 389px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Search-all-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-180\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Search-all-2.png\" alt=\"Search all 2\" width=\"389\" height=\"713\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Search-all-2.png 389w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Search-all-2-163x300.png 163w\" sizes=\"auto, (max-width: 389px) 100vw, 389px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our Salesforce Tip of the Day today is Using Global Search. \u00c2 Use the Salesforce search feature to quickly locate and find information you need in CRM. The\u00c2\u00a0Global Search in Salesforce.com CRM help you search All standard and custom objects Articles Documents Products Solutions Chatter Chatter feeds Files Groups Topics People<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[68],"tags":[70],"class_list":["post-172","post","type-post","status-publish","format-standard","hentry","category-salesforce-tip-of-the-day","tag-salesforce-com-global-search","entry"],"_links":{"self":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/172","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/comments?post=172"}],"version-history":[{"count":0,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/172\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/media?parent=172"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/categories?post=172"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/tags?post=172"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}