Search Type Differences

Here are the key differences between the two search types.

Search Technology Differences Overview

Search Properties Adaptive Search CRM Search
Where It's Used

All Digital Sales searches: including list pages, "smart pickers", and saved searches.

In CX Sales: Workspace, work areas powered by Adaptive Search, Infolets powered by Adaptive Search, and saved searches for these.

Adaptive Search is also used in REST APIs.

Global Search uses only Adaptive Search keyword searches.

Legacy work areas including Product, Business Plans, Service Requests, and Competitors.

Note that you set up Saved Searches for legacy work areas separately because they use CRM Search.

Search Scope

In list pages, you select a saved search to set the scope of your search

You can search using related information. For example, you can search for an account by contact name, address city, and owner.

In list pages, you select a saved search to set the scope of your search and search by name. You can use advanced search to search using multiple search criteria.

Indexing Frequency

Until a new record is indexed, it's not available for search.

Records you create and update in the UI are automatically indexed and made searchable within seconds.

Imported records or records updated by background processes aren't available for search until the process completes.

Both records that you create in the UI and those you import are available almost immediately. The indexing process usually runs every 5 minutes.

List of Recent Items

Records you recently created, edited, or accessed, includes records that haven't been indexed yet.

You get a list of up to 10 most recent items for each object. In addition, selecting a Smart List, displays up to 50 items you recently accessed ranked by the number of times you accessed them.

Displays recent items when you place your cursor in the Search field.

Wildcards and Operators

Use an asterisk (*) at the end or middle of a word to indicate missing letters and the question mark (?) to indicate a single missing letter. You can also use operators OR and NOT, and quotation marks (") for exact phrases.

Adaptive Search also includes multiple numeric and text operators that you can use for advanced search. For example, you can search on a range of values, on all the words, and words in a specific order. You can also find records with no values.

Use a percent sign (%) at the beginning, end, or middle of a word to indicate missing letters.

Filters

Extensive ability to use filters to explore your data. For example, you see the most frequent values in a filter and how many records appear in each.

For example, adding the primary industry as a filter when searching accounts, automatically displays the most frequent industries and the number of records for each. A search of opportunities using win probability as a filter, displays different ranges of win probabilities and the number of records in each range.

You can filter your results by adding new search terms and rerunning yours search.

Saved Searches

You can create personal saved searches and sales administrators can also create saved searches for different roles in the organization.

Adaptive Search saved searches can be used in any feature powered by Adaptive Search.

You can reuse Digital Sales saved searches in Workspace, in infolets powered by Adaptive Search and in CX Sales Mobile.

You can create personal saved searches and sales administrators can create saved searches for different roles. Because the saved searches are built on a different technology from Adaptive Search, you can't use them in UIs that use Adaptive Search, including Workspace and Digital Sales list pages.