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Criteria-Based Search and Filter
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            Criteria-Based Search and Filter

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            Criteria-Based Search and Filter

            Use Criteria-Based Search and Filter to design a search experience for your users. You can configure a search based on a single object that unifies complex sets of data, such as inventory and aggregated customer information that’s otherwise spread across multiple objects and fields. Criteria-Based Search and Filter can be customized to meet varied business requirements.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, Nonprofit Cloud for Grantmaking, and Public Sector Solutions. View edition availability. View edition availability.
            • How Criteria-Based Search and Filter Works
              Design the search experience that your users need. Users often search for information that isn’t stored in a single object, so their visibility into complex sets of data is limited. With Criteria-Based Search and Filter, you can configure a search based on a single searchable object that combines data that is spread across multiple objects and fields. For example, you can choose which fields users can select for the search and how they can view and act on the results. You can also include distance parameters to define the scope of the search.
            • Criteria-Based Search and Filter Editions and Permissions
              Review the supported products, editions, and required permissions for Criteria-Based Search and Filter.
            • Considerations for Using Criteria-Based Search and Filter
              Review these considerations before you implement and use Criteria-Based Search and Filter.
            • Set Up Criteria-Based Search and Filter
              Turn on settings for Criteria-Based Search and Filter. Define the search criteria and parameters to build a search experience, and define the types of actions that users can take on search results. Configure the searchable object, and use a Data Processing Engine definition or another mechanism to transform data in the object.
            • Use Criteria-Based Search and Filter
              Get visibility into complex sets of data, such as inventory and aggregated customer information. Search for records using multiple criteria or any part of a word, filter the results, view results on a map, and take actions on the records that match your criteria. CBSF provides a more intuitive and reliable search experience with consistent data display and clear visibility into when data was last updated.
             
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