Skip to main content

We are using Salesforce Connect to integrate an external system with Salesforce. We are using a custom Apex adapter with Salesforce Connect. Global search works well, but we'd like the ability to filter the global search results. Is this possible? I'd like to do something like the below but for an external object instead of  standard/custom object.

Refining / Filtering Global Search Results from an External Data Source

In the setup menu for the external object I see there is an area for search filters, but this doesn't seem to work and pull up the "Refine by" option when clicking on a specific external object after executing a global search.searchFiltersExternalObject.png

I've opened case #44893818 with support but they have not been helpful. TIA! 

3 réponses
  1. 14 juil. 2023, 22:19

    Thank you both! I don't think we implemented any of the Apex dynamic level filters in our Apex Connector which seems it leaves us lacking many standard features like filtering global search, list views, and reports. Although we are leveraging Connect it is still operating much more like the Request and Reply data virtualization pattern. I wish we could have used Odata, but are limited by the customer's external system. We have one API we call for global search to pass the whole search phrase, and another when searching orders from case in a more structured manner. Thankfully the search from case doesn't make filtering global search a "must-have" for go-live. We will look at enhancing both the API and the Apex Connector in the future. Thanks again.

0/9000