Searching for keywords across objects and fields
You can perform a keyword search across out-of-the-box and custom objects and fields.
To keyword search across objects and fields, turn off the Switch to Smart Search setting on the Smart Search tab. Toggled on, this setting enables natural language processing of the input text instead of a keyword search. For example, entering the keyword account in the search bar returns the results from configured objects and associated records in Salesforce.
- Turn off the Switch to Smart Search setting.
- Enter the keyword in the search box for the objects and fields configured in
the Registration Setting tab.
Smart Search displays the following in the search results.
- A list of the objects and the associated records in different sections.
- Default headings, which include the fields selected for the objects.
- A record count, reflecting the number of associated
records for each object in which hits were found.
Upon completing the keyword search, you can see a comprehensive list of objects and their associated records. The search results are organized into sections, each displaying the relevant fields and a count of records where the keyword was found. You can navigate through the results using the provided navigation buttons to view more records or to jump to the first or last page of the results.
