The search engine sorts results most relevant to the user based on search term frequency, order, and uniqueness, record and user activity, and access permissions. Search result relevancy can vary for each user.
|Available in: both Salesforce Classic and Lightning Experience|
|Available in: All Editions except Database.com|
Priority Boosts and Filters
The search engine uses many factors to prioritize records. These factors aren't listed in the order they are applied or by importance.
- Prioritizes records that include more occurrences of the search term. In addition, records that contain all or more of the multiple search terms entered are prioritized higher.
- Prioritizes records that contain unique terms, under the assumption that uniqueness increases the likelihood of a relevant match.
- Prioritizes records with the search term in the name, title, or subject type fields.
- Prioritizes records with the search terms closer together with few or no intervening words. Records that contain the same sequence of terms are prioritized higher. Similarly, if a single alphanumeric string is indexed with multiple tokens, exact matches are prioritized over matches with intervening words.
- Prioritizes records that you own.
- Normalizes the number of instances of a term in a record so that longer documents aren't given undue priority over shorter ones. This boost applies to Salesforce Knowledge records only.
- Record Attachment
- Normalizes the number of instances of a term in an attachment. Attachments with many instances of a search term aren't given undue priority over more relevant records with fewer instances. Applies only to Salesforce Knowledge records.
- Record Activity
- Prioritizes records frequently viewed or edited and records having more associated records, such as related lists. The creation date of the data doesn't affect result priority.
- Returns only the records that you have access to view.
Why do different users see different results?
Search results are adjusted for the user who performs the search.
- Access permissions are based on the users' profiles. If you don't have access to a record, but someone else does, it appears for them but not you.
- Record ownership boosts records in results. If you own the record, it appears higher in the search results.
- View or edit record history boosts records in results. If you recently viewed or edited a record, the record is prioritized higher in the search than someone else viewing it for the first time.
- Object history boosts records in results. Records from object types that you use more frequently have higher priority in your search results.