Global Search UI

Global Search is the search box at the top of the page in the CX Sales UIs. This feature isn't available in Digital Sales. Here's a summary how global search works and how you can configure it.

How It Works	What You Can Change
When salespeople click in the global search box (callout 1), the application suggests recent search terms, recent pages you visited, and other recent items. The items are organized in suggestions groups (callout 2). For example, under Recent Items, the application suggests recent pages you visited.	Change the "Search" prompt in the global search box. Specify which suggestion groups get displayed for users by default. For example, you may want to hide Recent Items and show Recent Searches first.
Salespeople can specify which suggestion categories they want to see and which categories of results are available in the search results, by clicking Personalize (callout 3), the application suggests recent items they worked on recently.	Specify which suggestion groups are available for use. For example, instead of hiding Recent Items by default, you may want to remove it from use entirely so users can no longer display the category.
Salespeople enter keywords in the search box (callout 1) and press Return to search across different objects.	You can specify which objects are available for global search and how the results are displayed. See the topic Configure Global Search Scope and Display of Search Results

Here's how the results get displayed after you enter your search term and press Enter.

How It Works	What You Can Change
The results of the search show the objects that are enabled for global search during setup.	You specify which objects are available for global search and how the results are displayed. See the topic Configure Global Search Scope and Display of Search Results
Salespeople click Show Filters, and select those objects they want to see in their search results (callout 1).	The objects you selected for use in global search, show up as the available filters here. You can specify which objects are selected by default.
Clicking on the first line of each search result opens the record for editing.	By default, users drill down on the record name, but you can specify a different field as the title. You can also specify which fields display in the two lines below the title in each search result.

Salespeople can personalize their global searches by clicking Personalize. See the topic Configure Global Search and Result UIs to learn how to make changes in the default behavior.

How It Works	What You Can Change
Salespeople can specify which objects are included in search results and in which order.	You can specify which objects are available for selection and which are enabled by default. You can disable personalization of search categories.
Salespeople can specify which autosuggest groups show up and in which order when they click in the global search box.	You can specify which autosuggest groups are available for display and which are enabled by default. You can disable personalization of autosuggest groups.

Here's the Search Categories tab salespeople can use to select which objects (categories) are included in search results. Changing the order of results isn't supported.

Salespeople can control which Autosuggest Groups tab makes it possible to control the suggestions you get when you first click in the global search.