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CLM for Salesforce

Searching and Reporting

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About Search

Search enables all contracts to be retrieved via a keyword search that searches all the key elements and is extremely easy to use.

Note: Global search and feed search are automatically enabled when Chatter is enabled. However, enabling Chatter disables sidebar search and advanced search.

This is a search functionality which enables you to quickly search for various items like Agreement, Templates, Accounts, Contacts, and so on.

You can further refine your search for specific objects by clicking on the Advanced Search link. You can search for records and tags using the following search options:

Sidebar Search

Advanced Search

Global Search

  • You can search a subset of Agreement objects and fields and use wildcards and filters to refine your search.
  • Sidebar search depends on the following:
    • Search options Sidebar search searches only a subset of records and fields. If the sidebar search drop-down list is available, you can limit your search to only tags or the records for a single object. If the sidebar search Limit to items I own checkbox is available, you can select this box to limit your search to records you own.
    • Search Terms Searches are conducted as a phrase search and match terms in the exact sequence that they appear. For example, searching for agreement_1 returns items withagreement_1in a single string.
    • Wildcards and Operators Use the * (asterisk) and ? (question mark) wildcards to refine results. Use * to match one or more characters, or ? to match a single character. An * is automatically appended to your search string. You cannot use operators to refine results in sidebar search.
  • Advanced Search allows more granularity, enabling you to search for Exact Phrases and against specific elements. For example, Agreements, Suppliers or Contacts.
  • Use Advanced Search option in the sidebar to search a subset of objects in combination and more fields than sidebar search, including custom fields and long text fields such as descriptions, notes, and task and event comments. You can use wildcards, operators, and filters to refine your search.
  • Global search finds more record types, including articles, documents, products, solutions, and Chatter feeds, files, groups, topics, and people. Global search also searches more field types, including custom fields and long text fields such as descriptions, notes, and task and event comments. The global search keeps track of which objects you use and how often you use them and arranges the search results accordingly. Search results for the objects you use most frequently appear at the top of the list. If the global search does not have enough information about which objects you use, you see results for all objects until it has more information.
  • Contextual Feed Search Global search is helpful when you want to look for information in feeds posts and comments across the organization. Use feed search (feed search icon) to find information in a feed in a specific context. Click feed search magnifying glass above the feed to look for information in that feed. For example, use the feed search on a group’s page to find information in that group. You can search for information in feeds on a user’s profile, a record, in a public or private group (if you are a member), and on the Chatter and Home tabs. A contextual feed search is helpful when you want to confirm or check if something was once discussed in that specific feed. You can search for hashtag topics, mentions, and files posted in the feed, or refine your search using wildcards, operators, and quotation marks to match on exact phrases.
Administrator Guide
CLM

December 31, 2024