Hello everyone,
we have a lot of invalid accounts in our system.
Naturally, our sales team isn't exactly thrilled that when they use the global search to look for a customer, they also get all the invalid accounts suggested to them.
Nevertheless, these accounts should still be visible in the global search for system administrators and internal staff responsible for data maintenance and history. Is there a (simple) way to do this? Deleting them is not an option. Thank you in advance.
#Data Management #Salesforce Admin #Salesforce
Depending on your org, Einstein Search (Setup --> search for Einstein Search --> click Search Setup) should be by default enabled. You can configure Query Configurations for user profiles in your org to determine what results are returned for whom. Here is more: https://help.salesforce.com/s/articleView?id=ai.search_ai_enduser_intro.htm&language=en_US&type=5