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

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Enable Criteria-Based Search and Filter

Turn on the settings to configure and use Criteria-Based Search and Filter.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Consumer Goods, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, Nonprofit Cloud for Grantmaking, and Public Sector Solutions. View edition availability. View edition availability.
User Permissions Needed
To turn on criteria-based search and filter and data pipelines:

Criteria-Based Search and Filter permission set

AND

Data Pipelines Base User permission set
  1. From Setup, in the Quick Find box, enter Criteria, and then select Criteria-Based Search and Filter.
  2. Turn on Criteria-Based Search and Filter (CBSF).
  3. Turn on CBSF Any Word Search to search inventory using any part of a word.
  4. From Setup, in the Quick Find box, enter Data Pipelines, and then select Get Started.
  5. Turn on Data Pipelines.

Enable other features that give you access to the source objects used in the search. For example:

  • In Automotive Cloud, if you’re using Criteria-Based Search and Filter for configuring vehicle inventory search, enable Automotive.
  • In Health Cloud, if you’re using it to configure provider search in Health Cloud, enable Standard Provider Search Data Sync and set up healthcare practitioner and facility data.
  • In Public Sector Solutions, if you’re using it to configure provider search in Public Sector Solutions, enable provider, program, and benefit management settings.
 
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