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Set Up and Maintain Your Salesforce Organization
Find Items in Setup with Advanced Setup Search (Beta)

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Find Items in Setup with Advanced Setup Search (Beta)

With Advanced Setup Search, users can search for many types of items in Setup. These items including approval items, custom objects and fields, custom profiles, permission sets, workflow items, users, and so on.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To enable Advanced Setup Search: Customize Application
To search Setup: View Setup and Configuration
Note
Note Advanced Setup Search is in beta. It is production quality but has known limitations.

To use Advanced Setup Search, verify that the Advanced Setup Search user interface setting is enabled. From Setup, enter User Interface in the Quick Find box, then select User Interface, then scroll to Enable Advanced Setup Search (Beta). If Advanced Setup Search is disabled, the Setup search box returns the titles of pages in the Setup menu, but not individual items that you created or edited in Setup.

Advanced Setup Search is multipurpose, allowing you to use it in different ways.

  • To find Setup pages, type part or all of a Setup page name in the Setup Search box. As you type in this box, you immediately see Setup pages whose names match what you’re typing. Click the name of the page to open it.
  • To find Setup records or objects, enter at least two consecutive characters of the item you want and click Search icon or press Enter. In the Setup Search Results page that appears, select the item you want from the list.
    Note
    Note Some searchable items (such as permission sets) aren’t available in some editions. Users can’t search for items that aren’t included in their edition.
Example
Example

For example, let’s say you want to see all the installed packages in your organization. Enter inst. As you enter letters, the Setup menu shrinks to include only the menus and pages that match your search terms. You quickly see the link for the page you want (Installed Packages).

Next, perhaps you want to change the password for one of your users, Jane Smith. Enter smit and click Search icon. From the Setup Search Results page, click the Jane Smith result to go directly to her user detail page.

 
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