Loading
Salesforce now sends email only from verified domains. Read More
Criteria-Based Search and Filter
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Use Criteria-Based Search and Filter

            You are here:

            1. Salesforce Help
            2. Docs
            3. Criteria-Based Search and Filter

            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.

            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.
            User Permissions Needed
            To use criteria-based search and filter: Use Criteria-Based Search and Filter system permission

            Your search experience is defined by your admin. To search and filter additional fields, see different field values, show a map, or take additional actions on search results, contact your admin.

            Apply Criteria to Find Searchable Records

            Use a combination of text, picklist, and location fields to search for records using the Criteria-Based Search and Filter component.

            1. Open the page that has the Criteria-Based Search and Filter component.
            2. In the Search Criteria section, specify values for the fields.
              The fields available as criteria depend on the search criteria configuration set up by the admin. For picklist fields, the values available for selection depend on the criteria field mappings configured by the admin.
            3. To limit the search within a specific geographic area, use the Relative Location and Maximum Distance Range fields, if they’re available.
            4. Click Search.
            5. To start a new search, click Clear Selection.

            Search Records Using Any Word

            Search records using any part of a word, even non sequential terms, making it easier to locate inventory records, product batches, or parts even if your search input is incomplete or partial. Any Word Search is enabled by default in all orgs. You can disable this feature if needed using the Any Word Search option in the Criteria-Based Search and Filter setup.

            1. Open the page that has the Criteria-Based Search and Filter component.
            2. In the Search Criteria section, specify values for the fields. For example, enter ‘compa’ or ‘com’.
              The fields available as criteria depend on the search criteria configuration set up by the admin.
            3. Click Search.

            The search returns the records containing the search term such as ‘Compactor’.

            Note
            Note A minimum of three characters is required to perform a search.

            Review and Filter the Results

            To focus on search results that are most relevant, apply filters. Depending on your search criteria configuration, you can either group the records and then view the aggregated data for each group. Or you can filter results by values in one or more fields. In search results, you can click a record name to see the details.

            1. Review the records in the Search Results section and click record hyperlinks to view details.
            2. For Grouping and Aggregation Criteria, select a field to filter the results. Or enter values in one or more filter fields, and then click Apply.
            3. To see more results, scroll down.

            The top most field configured by your admin determines the sort order when the initial results are displayed and when you modify the search filters but you don't select a sort option. The list is in ascending order only. When you select multiple sort options, the order in which the admin has selected the fields during configuration determines the order of the results (not the order you select). If the results aren’t what you’re expecting, contact your admin and ask if the searchable object is up to date.

            Note
            Note
            • Date-time fields appear in your local timezone using standard Salesforce formatting.
            • Currency fields display symbols instead of currency codes.
            • You can view the Last Refreshed Date for search results to see when the data was last updated. This timestamp is updated through the Data Processing Engine (DPE). So when configuring the searchable object, ensure to link the DPE that populates the searchable object to the Data Synchronization Job field.

            Show Results in a Map

            Visualize search results in an interactive map.

            1. Above the records in the Search Results section, click Show Map.
            2. Pan and zoom in or out to find the most suitable resource based on location. To view essential information about a search result on the map, click a map marker.
            3. To switch back to a filter view, click Hide Map.

            Take Actions on Records

            After you filter records, select multiple records and take actions, such as flow or Lightning Web Component-based actions.

            1. Select the checkboxes beside the search result records and select an action in the Search Results header.
              The name of the action depends on how the admin has named the Search Action Configuration record.
            2. After the action completes, you can select multiple results and take another action as required.
             
            Loading
            Salesforce Help | Article