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What is Salesforce search?
From the moment you create a record in Salesforce, the search engine works to make your information easy to find. When you search, you get relevant results quickly. Get a high-level look at how Salesforce search works.
What will show when you search for a keyword Salesforce?
The search engine sorts results most relevant to the user based on search term frequency, order, and uniqueness, record activity, and access permissions. Search result relevance can vary for each user. Salesforce returns only the records that you have access to view.
Can you search notes in Salesforce?
How can you search for specific words/phrases in notes. For example if you wanted to run a report on contacts whose notes contain as specific word. After you do a search click Search All and Notes will be searched.
How do I see all accounts in Salesforce?
To try out a predefined view, follow these steps:
- On the Accounts home page, click the down arrow of the View drop-down list.
- Select the My Accounts view.
- Click a column header to sort the list page.
- Access any account by clicking its link in the Account Name column.
How to improve Salesforce knowledge article search capability?
Search patter not defined well and it’s difficult to get the more relevant articles with any key word/ topic/ on maximum clicks/ title etc. Salesforce Knowledge search result behavior is not clear at all. And sorting does not works with any key word search, which is weird.
How does Einstein search work in Salesforce enterprise?
Enterprise users expect the same seamless search experience when they use their applications. Einstein Search understands natural language, specifically as it applies to Salesforce. For example, if a sales rep types in “my open opportunities in New York,” Einstein Search interprets that query like a human would.
Why do we need custom search in Salesforce?
For instance, when customers buy CRM platforms like Salesforce to customize it, they are creating an environment that is completely unique to their business, from the fields they use to the custom objects they create. This means that a search model that might work for one customer will not work for another.
Why is enterprise search lagging behind consumer search?
Enterprise search has lagged behind consumer search for a few key reasons. The first is a diverse user base with a diverse set of goals. When a consumer uses a search bar on an ecommerce site, the intention is universal: they are looking for something to buy.