Difference between revisions of "Search"
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===Doing a Search=== | ===Doing a Search=== | ||
'''In the Old UI''' | |||
# Enter a search term (an Account Name, Contact name, etc.) in the Search field: | # Enter a search term (an Account Name, Contact name, etc.) in the Search field: | ||
#: [[File:SearchBar.png]] | #: [[File:SearchBar.png]] | ||
| Line 16: | Line 17: | ||
# Click Search or click the Magnifier Glass icon [[File:MagnifierIcon.png]] | # Click Search or click the Magnifier Glass icon [[File:MagnifierIcon.png]] | ||
<noinclude> | <noinclude> | ||
'''In the New UI''' | |||
# Enter a search term (an Account Name, Contact name, etc.) in the Search field: | |||
#: [[File:Search_Field.PNG|800px]] | |||
#: '''Note:''' The side overlay pane appears with the object list once you click on the Search bar. | |||
# You can perform the search in two different ways: | |||
#:* When all the objects are pre-selected by default.<br><br>[[File:Search_when_no_objects_are_selected.PNG|800px]]<br><br> | |||
#:* Updating the object list by checking the specific objects listed in the side overlay pane<br><br>[[File:Searching_Text_in_Specific_Objects_with_Results.PNG|800px]]<br><br> OR <br><br> providing an object filter term in the '''Choose object(s) to search in:''' field in the side overlay pane.<br>[[File:Search_Object_Filtering.PNG|800px]]. | |||
[[Category:Glossary]] | [[Category:Glossary]] | ||
</noinclude> | </noinclude> | ||
Revision as of 04:32, 20 December 2022
About Search
A search action finds all records in the platform that contain the characters or words you specify. If the specified characters appear in any field in a record, the record is displayed.
- Considerations
-
- To search in specific fields, or to create more complex searches, you'll want to Filter a View to Restrict the Records it Displays.
- Improve search speed and performance by configuring Search Fields to create an index for the object
Learn more: Record Locators - Data Access Permissions determine which records are visible to a given user
- A specific syntax is required to search using a Multi Object Lookup field.
Learn more: Multi Object Lookup#Considerations - When searching for a keyword in Rich Text Area and the keyword is beyond 1024 characters (this includes the associated field configured in the search fields section in object's Record Locator), then the keyword is not considered by the search engine. The system has a limitation in the search fields on the Record Locator to 1024 characters.
Doing a Search
In the Old UI
- Enter a search term (an Account Name, Contact name, etc.) in the Search field:
- Click the down arrow at the end of the field to specify the objects in which you want to search the entered value.
- Click Search or click the Magnifier Glass icon
In the New UI
- Enter a search term (an Account Name, Contact name, etc.) in the Search field:
- 800px
- Note: The side overlay pane appears with the object list once you click on the Search bar.
- You can perform the search in two different ways:
