What is Global Search in Salesforce

What is Global Search in Salesforce

Salesforce orgs hold a large number of data and records. Companies using the platform are also in a continuous need to find records that are relevant for the business process they’re currently working on. For this reason, Salesforce came up with the Global Search feature to help users in their searching needs.

Global Search Feature Defined

Global Search is Salesforce’s very own search engine. This power-packed smart search engine enables the user to search for a particular data all throughout the entire Salesforce console. Global Search finds data and relevant information on documents, articles, records, objects, Chatter feeds, products, solutions, reports, dashboards, and other Salesforce elements.

Global Search is part of several types of search that Salesforce allows in its platform. Other search types include Advanced, Sidebar, Standard Lookup, and Enhanced Lookup Search.

Distinct Characteristics of Global Search

Looking for various data becomes faster and easier thanks to global search. It’s actually a carefully optimized tool that rummages through the entire org to help a user find that data he’s looking for.

Apart from the fact that all search types are able to scan and deliver significant results, here are a few characteristics of global search that other search types don’t have.

  • Global search supports most kinds of objects and have the ability to search for the most number of various object types.
  • It does not support certain objects such as Community, Discussion, Price Book, and Self-Service User.
  • Fields and objects supported across all search types vary.

Considerations in Using Global Search

  • Effectively utilize the Global Search feature by using operators for a more refined search experience. The words or, and, and and not can be used to refine search keywords and return better results.
  • Use quotation marks when searching for exact phrases. Only items containing the exact phrase under quotations will be returned by global search.
  • Utilize asterisk wildcards during search. It’ll return results that match with a character or two in the search query.

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