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 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 or press Enter. In
the Setup Search Results page that appears, select the item you want from the list.
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
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 . From the Setup
Search Results page, click the Jane Smith result to go directly to her user detail page.
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