Search
The Salesforce search functionality (powered by the search engine) that lets users find records across objects using keywords, with features like instant results, search filters, searchable fields, and SOSL-based full-text search.
Definition
The Salesforce search functionality (powered by the search engine) that lets users find records across objects using keywords, with features like instant results, search filters, searchable fields, and SOSL-based full-text search.
In plain English
“Salesforce Search is the platform's search functionality that lets users find records across objects using keywords. It includes instant results as you type, search filters, configurable searchable fields, and recent items. It's powered by a search engine that indexes Salesforce data.”
Worked example
A sales rep at BrightEdge Solutions types a partial phone number "555-2100" into the global Search bar. Salesforce's search engine (SOSL-backed) returns instant results grouped by object - 3 Contacts, 2 Leads, 1 Account - matching fields flagged as searchable on each object. She clicks the result she wants and Salesforce navigates there. An Einstein Search boost highlights records she recently touched; a saved Search Dictionary entry expands "cust svc" into "customer service" so her next query finds cases about customer service without typing the full phrase.
Why Search matters
Salesforce Search is the search functionality (powered by the search engine) that lets users find records across objects using keywords, with features like instant results, search filters, searchable fields, and search layouts. The search index is maintained automatically, with records becoming searchable shortly after creation or update.
Search quality depends on several factors: which fields are indexed, how search layouts are configured, and whether users know search techniques like phrase search and wildcards. Mature orgs invest in search configuration (searchable fields, search layouts) and user training (search techniques) to improve the daily search experience for everyone.
How organizations use Search
Configured search layouts for each object to show the most useful fields in search results.
Trains users on search techniques like phrase search and wildcards for better results.
Treats search configuration as part of user experience optimization.
Trust & references
Straight from the source - Salesforce's reference material on Search.
- Search Across SalesforceSalesforce Help
🧠 Test your knowledge
Q1. What is Salesforce Search?
Q2. What affects search quality?
Q3. When are records searchable?
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