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Search File Content on a Record Page

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Search File Content on a Record Page

Describe the information that you need and review relevant content in Amazon S3 files associated with a Salesforce record.

Required Editions

User Permissions Needed
To search files in Amazon S3: Search Files in Amazon S3

Make sure you have access to the Salesforce records and the associated files.

  1. Open a record that has the Amazon S3 Search Results component.
  2. In the search box, describe the information that you're looking for.
  3. Run the search.
  4. Review the results, which are ranked by relevance.
  5. To open a result, select Preview File.

When page or timestamp information is available, the preview opens the file at the relevant location.

Tip
Tip If an expected file isn't returned, rephrase the query or describe the content in another way.

See Also

 
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Salesforce Help | Article