We’ll cover a few tips and best practices about searching in Salesforce (some that have been around a while and some that are new) that will help turn that foe into a friend.
Be sure though to attend our upcoming webinar on March 9th “What’s New in Salesforce Spring ’17” as we cover these updates and more in a live session!
Wildcards and Operators
By now you’re most likely familiar with using an asterisk (*) to expand your searching – this will match one or more characters in the middle or the end of your search term, but cannot be used at the beginning. You can also use a question mark (?) to replace just one character in the middle of the end of your search term, like when searching for both John and Joan Smith (using the search term “jo?n”).
But did you also know that you can use operators, like AND, AND NOT, and OR in your search? Maybe you want to look for John AND Smith, to only look for John Smith, and not look for John Wilco, John Adams, or Bob Smith.
John, or Jon, or Jonathon? Mike or Michael? If you’re unsure how someone’s name was saved in Salesforce, worry no more. Nicknames are supported in searching, so searching for “John” will return results for John, as well as Johnathon, Jon, Jonathon, Johnny, etc.
This can be mistaken for a “fuzzy search”, however this function operates a little differently. If your search term does not match by the exact term, Salesforce expands your search to include records where the name partially matches the terms you entered. If, for example, you search for car and that term is not found in exact form, cartoon or carbide might be suggested if those terms exist in your instance.
New in Spring ’17 – Filtered Searching (Lightning only)
Using the global search at the top of any page in Salesforce, you can limit the object you want to search by first typing out a few characters and selecting that object from the quick results dropdown list.
Once selected, it will appear as a selected item in your search bar, next to which you can now type your search term. Any quick results populated in the list will only be from object, and if you perform a full search, your list will already be focused on your chosen object, rather than displaying “Top Results”.
Stay tuned to our blog for more exciting Salesforce Spring ’17 exciting features and also once again be sure to register for the live webinar on all the new Salesforce features from the spring release on March 9th!