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Criteria-Based Search and Filter
Set Up Criteria-Based Search and Filter

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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.

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.
  • Enable Criteria-Based Search and Filter
    Turn on the settings to configure and use Criteria-Based Search and Filter.
  • Transform and Update Searchable Records
    Keep the data in your searchable object updated so that users always get the most relevant search records. You can use different mechanisms to populate the data in the searchable object.
  • 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.
  • Set Up Search Actions in Criteria-Based Search and Filter
    Define the actions that users can take on search results. Create actions and set up prebuilt actions for your search configurations. Users can select multiple search results and apply an action from the Criteria-Based Search and Filter component.
  • Configure the Search Criteria for a Searchable Object
    Help your users quickly search for records based on multiple criteria and decide how they view the results and what actions they can take.
  • Add the Criteria-Based Search and Filter Component to a Page
    Add the Criteria-Based Search and Filter component to any standard or custom Lightning page, or embed it in a Screen Flow for guided multi-step processes. Users can use the component to search for records by multiple criteria, view and aggregate the results, and then take actions on the results.
  • Add the Criteria-Based Search and Filter Component to an Experience Cloud Site
    Enrich the search experience for customers and business partners. Give authenticated and guest users the ability to search for records by multiple criteria, view detailed results, aggregate or filter the results, and select multiple records at once to take bulk actions. Add style to your search page by applying a theme with fonts and colors that match your site design or brand.
  • Add the Criteria-Based Search and Filter Component to Screen Flows
    Embed the Criteria-Based Search and Filter component into guided Screen Flow processes. Users can search and filter records mid-flow, select one or more results, and pass the selected record IDs to subsequent flow steps for downstream processing, record creation, or automation.
 
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