Last week in the StarrForce blog we covered Salesforce Global Search wildcards and operators, wildcard behaviors and limitations: Salesforce Global Search Tips – Part 3, Our Salesforce Best Practice of the Week.
This week, we cover changing Salesforce Global Search order and search terms:
When you combine multiple operators in a search string, they are evaluated in this order:
- () (parentheses)
- AND and AND NOT (evaluated from right to left)
More Salesforce Search Tips
- Your search term must have two or more characters. Special characters, such as ” ? * ( ), aren’t included in the character count. For example, a search for (a) won’t return any search results.
- Search in Salesforce isn’t case-sensitive. For example, a search for california finds the same items as a search for California.
- Find phone numbers by entering part or all of a number. For example, to find (415) 999-3434, enter 4159993434, 999, or 3434. To search for the last seven digits, you must enter the punctuation, such as 999-3434.
- In Chinese, Japanese, and Korean, you can find a person by entering last name before first name; searching for jones bob returns any person named Bob Jones.
- When using Salesforce Global Search, search for exact phrases by putting quotation marks around multiple keywords, for example, “call john smith” finds items with call john smith, but not items with call john p. smith or john smith called.
- To search solutions, documents, reports or products, use the search on the relevant tab.
- The Lookup dialog, accessed by clicking the magnifying glass next to some fields, lets you enter keywords to search for matching records. To improve results, append an asterisk wildcard character (*) to your search string.
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