Salesforce Search is a powerful feature within Salesforce that enables users to find relevant records, information, or data stored in the Salesforce platform quickly and efficiently. It uses advanced search algorithms and indexing techniques to ensure users can locate the information they need, even in large datasets.
Salesforce Search is designed to improve productivity by offering intuitive, accurate, and responsive search capabilities. It supports different search types like global search, list view search, and advanced search filters to meet diverse user needs.
What is Salesforce Search ?
Generally to find any record or a file we used to search for that file using keyword then appropriate files and records will be displayed in search results. Like that in Salesforce.com we can search for any record, object, fields, feeds, groups, peoples, users and so on using Salesforce Search.
Salesforce Search Features
| Feature | Description | Example |
|---|---|---|
| Global Search | Search across the entire Salesforce instance from a single search bar. | Search for “John Doe” to find matching contacts, leads, or accounts. |
| Search Indexing | Uses techniques like tokenization and stemming for efficient data retrieval. | Query “Web2Case” is broken into tokens like “Web”, “2”, “Case”. |
| Filter and Sort | Provides options to refine and organize search results. | Filter results by object type or sort by relevance or date. |
| Stop-Word List | Excludes common words like “the”, “to”, and “for” to focus on meaningful terms. | Search for “to create a case” ignores “to” and processes “create case”. |
| Smart Search Suggestions | Offers auto-suggestions and related terms as users type their query. | Typing “acc” suggests “accounts”, “accuracy”, etc. |
| Customizable Search Settings | Admins can configure searchable fields and objects for tailored search functionality. | Make “Email” field in Leads searchable while excluding others. |
| Natural Language Processing | Interprets user queries intelligently for more relevant results. | “Find accounts created last month” retrieves matching accounts directly. |
This table gives a clear overview of Salesforce Search features and their applications.
How Salesforce Search works ?
For every search query it uses an search algorithms. Depending up on the algorithm used search results will be displayed. Salesforce uses three different techniques for Salesforce search. They are
- Tokenization.
- Stemming.
- Stop-words List.
All these techniques are known as “Natural Language Analysis”.
Salesforce Search Techniques.
| Search Technique | Description | Example |
|---|---|---|
| Tokenization | Breaks down search queries into smaller pieces for indexing. | Search Query: “Web2Case” → Tokens: “Web”, “2”, “Case” |
| Stemming | Expands the search query to its root forms to match variations. | Search Query: “Run” → Matches: “Run”, “Running”, “Ran” |
| Stop-Word List | Ignores commonly used words to enhance search efficiency. | Stop Words: “the”, “to”, “for” are excluded from the search query. |
This concise table provides an overview of the main techniques used in Salesforce Search.
Some of the features that salesforce search is based.
- Proximity.
- Frequency.
- Ownership.
- Popularity.
- Recent interaction.