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Finding Records Using Enhanced Keyword SearchIn addition to searching for records in the Search section of the action bar, you can also use the enhanced keyword search to locate records, if your company administrator has set up the Enhanced Keyword Search section in the Action bar or in the global header. You can use the enhanced keyword search for the following record types:
When you enter a search string, the enhanced keyword search feature tries to find that string in several key fields for all records to which you have visibility, for the record type that you are searching. For example, if you are searching accounts, then the enhanced keyword search searches the Account Name, Location and Billing City fields to locate the required accounts. For example, consider that you have three account records, the first with the Location field set to San Francisco, and the second and third with the Location field set to San Mateo. If you enter San as the search string, then the enhanced keyword search returns all three account records. However, if you search for San Mateo, then the search returns only the second and third account records. For more information on enhanced keyword search, see About Enhanced Keyword Search. If your company administrator selects the Configure Enhanced Keyword Search with Selected Search Results Fields option for the search layout that is assigned to your role for a record type, then an enhanced search for records of that type displays the set of results fields defined in the search layout. Otherwise, the key fields for the record type are displayed during an enhanced search. For example, if the administrator configures only the First Name, Last Name, and Account fields in the Search Layout Wizard for a contact, then the search only lists these fields in the search result page when you search for contacts. Before you begin. To complete the following procedure, your company administrator must do one of the following:
To use enhanced keyword search to find records
Related TopicsSee the following topics for related information: |
Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |