Use our guidelines for sorting and filtering your results to quickly find records.
|Available in: Salesforce Classic|
|Available in: All Editions except Database.com|
When you use the global search bar, you search through all objects and multiple fields types, including custom and long text fields, within a record. If you enter multiple terms, results containing all the search terms are returned, which can be a lot of records! Here are some strategies to find the record that you're looking for after performing a full search.
- Search All
- Search defaults to return results for the objects that you use most frequently. To expand the search to other objects, use Search All. If you don't have a Search All option, global search doesn't have enough information about which objects you use. Your results include all objects until it has more information.
- Hover over and pin important objects to the top of the search results object list. You can always unpin or reorder objects later. Pinning is helpful for objects that you don't use frequently.
- Use Options... to restrict your search to items you own, if available, to exact phrase searches, and to divisions, if your organization uses them.
- Use Show Filters, if available, to filter your search results.
- Use My Columns, if available, to customize which columns display by customizing Selected Fields from the Available Fields.
Your admin determines the availability of filter fields and customizable columns in a search layout. If your admin didn’t create a search layout or if search layouts aren’t available for an object, you can’t filter search results or customize the columns in search results. Filters aren’t available in Customer Portals or partner portals.
- More Guidelines
- Make sure that you are on the right object scope. You can change the scope in the left navigation.
- Check your spelling and that you entered the full search term. Or, try entering a more specific search term.
- If you recently created the record or the record was changed multiple times, the record won’t appear in the search results right away. The process for making a record searchable, called indexing, can take up to 15 minutes.
Search in Salesforce Classic