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Configure a Searchable Object
Use a searchable object to convert disparate pieces of data into a single searchable format. You can select a Data Processing Engine definition to transform the pieces of information across multiple objects and fields and populate the searchable object with the consolidated data. You can also map fields from source objects to fields on the searchable object to create picklists and hyperlinks that improve the search experience.
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 configure the searchable object: | Use Criteria-Based Search and Filter system permission |
Define Basic Details
You can use a searchable object configuration for multiple search criteria configuration records.
- From Setup, in the Quick Find box, enter Criteria, and then select Criteria-Based Search and Filter.
- On the Searchable Object Configuration tab, click New.
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Enter a name for the configuration.
The API Name field is automatically populated.
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For Searchable Object, search for and select a standard or custom object.
The object should have all the fields from other objects that you want to use as search criteria, result display columns, and aggregation criteria.
- Enter a description.
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For Data Synchronization Job, search for and select an active Data Processing Engine
definition.
If you’re using a different mechanism to sync data in the searchable object, leave this field blank.
- Click Save.
Set Up Criteria Field Mappings
Create Criteria Field Mappings to map picklist-type fields on source objects to text-type fields on the searchable object. The text-type field inherits the default picklist values on a source object. Users can simply select a picklist value as a search criteria rather than typing in the exact value.
If you’re mapping custom picklists, first create the corresponding text-type fields on the searchable object.
- On the Searchable Object Configuration tab, click a record.
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In the Criteria Field Mapping section, click
.
- Select one or more source objects.
- For all Searchable Object Field rows that show fields that don’t require picklists, select Do not map in the Source Object column.
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For each row that shows fields that require picklists, select a source object.
The options that you see depend on the source objects that you selected.
- Select the source object field that you want to use for mapping.
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Click Save.
The mappings are applied to all searchable criteria configurations that use the same searchable object configuration.
Set Up Filter Field Display Formats
Select alternative display formats for filter fields. For example, display a text field as a picklist so users can simply select a picklist value in that filter field rather than typing in the exact value.
- On the Searchable Object Configuration tab, click a record.
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In the Filter Field Display Format section, click .
- For each Searchable Object Field row that requires an alternative display format, select the display type to use in filter criteria.
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Click Save.
The display types are applied to all search criteria configurations that use the same searchable object configuration.
Set Up Result Field Mappings for Search Result Lists
Create Result Field Mappings to convert text-type fields on the searchable object into lookup-type fields. The record names in the search result list are then converted from plain text to hyperlinks. Users can click the hyperlink for a record name in the search results list view to navigate to the relevant record pages.
- On the Searchable Object Configuration tab, click a record.
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In the Result Field Mapping section, click .
- For each row that shows search result fields that aren’t lookups, select Do not map in the Source Object column.
- For all Searchable Object Field rows that show lookup fields that are used in search results, select the searchable object as the source object.
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For Source Object Field, select the lookup-type field to use for mapping.
Only ID fields from a searchable object are available as options.
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Click Save.
The mappings are applied to all searchable criteria configurations that use the same searchable object configuration.
Set Up Filter Field Parsing
Select text area filter fields with pipe-separated values to parse. Criteria-Based Search and Filter performs special processing so that users can group and aggregate or filter search results by these fields.
- On the Searchable Object Configuration tab, click a record.
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In the Result Field Mapping section, click .
- Move text area fields to parse from the Available Fields list to the Selected Fields list.
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Click Save.
The parsing is applied to all search criteria configurations that use the same searchable object configuration.
