How do I use Adaptive Search for Case Management?

Adaptive Search is a high-performance search engine that provides keyword searching and enhanced filtering capabilities. Adaptive search is used on the Case List pages. To enable Adaptive Search for Cases, complete the following procedure:

1. In the Setup and Maintenance work area, open the Configure Adaptive Search task:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Configure Adaptive Search

2. On the Configure Adaptive Search page, click the Setup tab.

3. On the Setup tab, Quick subtab, select the case object to enable for Adaptive Search

4. Click Publish.

   Your action runs an indexing process and an hourly index refresh for the objects you selected. You can monitor the progress of the indexing process on the Monitor tab. The process can take several minutes to complete, depending on your data volume.

5. Click the Monitor tab and Publish subtab to monitor the process. If the process completes with errors, contact your help desk.