Search: What’s Not in Lightning Experience | Salesforce
Search: What’s Not in Lightning Experience
Learn about the issues to expect when searching in Lightning Experience. Some search-related features aren’t available in the new user interface. And some features don’t have full parity with what’s available in Salesforce Classic.
The following objects, which are searchable in Salesforce Classic, aren’t searchable in Lightning Experience: Activities (Events and Tasks), Attachment, Coaching, Community, Contract Line Item, D&B Company, Document, Discussion, Entitlement, Goal, Idea, Live Chat Transcript, Macro, Metric, Order, Performance Cycle, Question, Quick Text, Quote, Resource Absence, Reward Fund, Reward Fund Type, Salesforce CRM Content, Self-Service User, Service Contract, Service Resource Skill, Service Territory Member, Skill, Solution, Topic, User, and Work Order Line Item.
Search Results Can’t Be Filtered
The “exact phrase” and “limit to items I own” filter options aren’t available on search results pages. In addition, you can’t filter search results. Sorting is available, except for Chatter groups, files, and Knowledge articles. If a text field in the search results is too long for the column width, you can't see the full text in the search results. You can’t expand the column widths.
For lookups, user-defined lookup filter fields and admin-defined dependent lookup filters aren’t supported.
Top Results Instead of Search All
There isn’t a Search All option in search results. Top Results displays the most relevant records grouped by your most frequently used objects. To see results for other objects, click object names on the left side of the page, under Search Results. Searchable objects are listed in the same order they appear in the navigation bar. If you don’t see an object listed under Search Results, select Show More to see all objects available to you, listed in alphabetical order.
No Snippets for Knowledge Articles in Top Results
Snippets aren’t shown when Knowledge articles appear in Top Results search results. Snippets are shown when the search is scoped to Articles. In addition, you can’t customize which columns appear in search results. The default columns are article number, publication status (if enabled by the admin), and last modified date.
Knowledge Articles Can’t Be Sorted
In search results, sorting is not available for Knowledge articles.
No Sidebar or Advanced Search
To search, use the global search bar in the header in Lightning Experience.
No Pinning on the Search Results Page
You can't pin objects. Pinning from Salesforce Classic doesn’t affect the order of the objects listed on the left side of the page, under Search Results.
Applications Doesn’t Support Wildcard Searches
You can’t use wildcards to perform a partially matching search for apps, or when searching from the App Launcher.
Search Results Used for Global and Lookup Dialog Search Layouts
To change the fields shown as columns in the global search and lookup dialog search results, use the Search Results search layout on an object detail page within the Object Manager. The other search layouts (Lookup Dialogs, Lookup Phone Dialogs, Tab, List Views, and Search Filter Fields) aren’t applicable in Lightning Experience.
Dependent Lookup Filters Not Supported
Admins can’t set filters for lookups that reference fields on the current object record (the source). For example, configure the case Contact field to only show contacts associated with the account selected in the case Account Name field on the same record. However, related lookup filters, which restrict the valid values and search results, are supported. For example, configure the Account Owner lookup field to only show active users on the same record.
New Button in Lookup Dialog Search Doesn't Support All Objects
In Lightning Experience, you can create these objects from lookup dialog search windows: accounts, cases, contacts, custom objects, events, leads, notes, opportunities, price books, products, and tasks. For other objects, create the desired object or record before using the lookup dialog search to associate records.