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主题#Global Search Result Box

#Global Search Result Box2 人正在讨论

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Akash I Mariyan (Accenture 的 Salesforce Consultant) 提问于 #Salesforce Admin
8月8日 11:39
search before create filter Config

Hi , 

I am adding a new field '

National Provider Identifier

' set to healthcare provider object which is NPI.(This field comes from 'healthcare provider NPI' object -- 'NPI' field name)  

so that users can search using this also in SBC. 

 

But when users searching the accounts using

National Provider Identifier

value, records are not coming 

 

search before create filter Config

 

 

 

#Salesforce Admin  #Salesforce Developer  #Security  #Search Box  #Global Search Result Box

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Nate Goodman
2023年11月3日 12:41
Use conditions to add special characters into the global search results?

On the Lead object, we have a related list called Products. We are going to put in a Flow or something that will grab the related records and put them into a field on the Lead object. That will make Product data available for display in global search.

 

Here's the question. If a Lead has more than one Product, in the global search results is there a way for us to display the first product followed by three dots, like 'Product A...' This would indicate to the user that there are multiple products associated with this Lead, but we wouldn't be using up so much real estate on the global search layout.

 

#Global Search Result Box, #Related List

1 个回答
  1. Lokesh Gupta (Techcoopers - Powered By Selectiva)
    2023年11月3日 13:29

    @Nate Goodman I think you would like to see output this way I think you would like to see output this way Here is what you can do I am assuming your field for holding the products is 'Related_Products__c' Creae a new field call it Products, formula (text),HYPEScreen Shot 2023-11-03 at 6.57.58 PM.png

     

    Here is what you can do 

    I am assuming your field for holding the products is 'Related_Products__c' 

    Creae a new field call it Products, formula (text),HYPERLINK("https://salesforce.com", LEFT(Related_Products__c,20) & '...', "_self")

    Now go to Search layout on Lead object and see profile and layout assignment and adjust the field to be displayed 'Products'.

    That's it. 

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Michelle Pham (Steampunk 的 Salesforce Enthusiast) 发布于 * Experience Cloud *
2020年8月13日 14:40

I'm using the salesforce CMS content to organize our company's SF community (by topics) but for some reason, the content isn't pulling to the global search result box when we are looking for the topic linked to that content.

 

Ive enabled searching for it in CMS channels but nothing is still showing up.

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