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            Configure Global Search in Agentforce Employee Portal for IT Services

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            Configure Global Search in Agentforce Employee Portal for IT Services

            Configure the search bar in the Agentforce Employee portal to include incidents and cases in the autocomplete results. This helps employees quickly find and access the records they need.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            User Permissions Needed
            To customize or publish an Experience Cloud site:
            • Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site

              OR

            • View Setup and Configuration AND be a member of the site AND have appropriate role-based site access
            1. From Setup, in Quick Find box, enter Sites, and then select All Sites under Digital Experiences.
            2. Find your site and click the Builder option.
            3. Click the Global Search Box component on the page.
            4. Under Objects in Autocomplete Results, add Incidents and Cases as searchable objects.
            5. To review your changes, click Preview.
            6. To make your changes live for all users, click Publish.
             
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            Salesforce Help | Article