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Criteria-Based Search and Filter
How Criteria-Based Search and Filter Works

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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. You can also embed CBSF into Screen Flows, allowing users to search and filter records as part of a guided, multi-step process and pass selected record IDs to subsequent flow steps. 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.

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.

What Is a Searchable Object?

A searchable object gathers information from multiple objects and fields that you define and consolidates the data. For example, your asset inventory data is spread across multiple objects, such as Account, Location, Product, and Asset. You want users to find a single record that shows them the name of a distributor and their address, along with the quantity of a particular product that they have in stock. Each piece of information in the resulting record is derived from different objects.

Components of Setting Up Search

There are three main parts to setting things up.

  • Search Criteria Configuration:

    Create a search criteria configuration to select fields from the searchable object for different purposes.

    • Select which fields users can use as search criteria
    • Select the list or card display format for search results
    • Select the OmniStudio FlexCard used to display search results in a card view
    • Select which fields users can view as search result display columns in a list view
    • Select the type of filter criteria, grouping and aggregation or filter fields
    • Select by which fields users can group and aggregate or filter search results
    • Select by which fields users can sort search results
    • Select what actions users can take on search results
    • Select distance parameters such as the relative location field and maximum distance ranges to determine the scope of the search, and choose whether to show search results in a map
  • Searchable Object Data Sync Information:

    Create a searchable object configuration that can be used across multiple search criteria configurations.

    • If you use a Data Processing Engine to update records in the searchable object, select an active Data Processing Engine definition.
    • Create field mappings to convert relevant search criteria fields into picklists.
    • Specify an alternative display format for filter fields.
    • Create field mappings to convert relevant search result fields in a list view into hyperlinks.
    • Select text area fields with pipe-separated values to parse.
  • Search Action Configuration:

    Configure the list of actions that users can take after they search for records.

    Create multiple search action configurations to create Flow-based or Lightning Web Component-based actions.

Search Implementations

Some products provide a predefined implementation of Criteria-Based Search and Filter, and some products don’t. For these products, you must manually create the configurations.

Example
Example

In Automotive Cloud, you can use a predefined searchable object and a Data Processing Engine (DPE) template to set up search for vehicle inventory.

In Health Cloud, you create your own searchable object and configurations to set up search for providers.

In Public Sector Solutions, you can use a predefined searchable object, a DPE template, and a predefined search criteria configuration to set up search for care providers.

In Manufacturing Cloud, you create your own searchable object, configurations, and DPE definitions to set up search for asset inventory or distributor data.

In Agentforce Education, you can use a predefined searchable object and a Data Processing Engine (DPE) template to set up search for campuses, learning programs, and support programs in Campus and Program Finder.

 
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