Question:
What are the Differences between Sidebar, Advanced, and Global Search in Salesforce?
Answer:
All searches in Salesforce share the following features
- Saves recent results
- Auto-orders results based on the user's frequency of access
- Ability to use Wildcards: Asterisk (*) for matching one or more characters, Question mark (?) for matching single characters
- Ability to use Operators --(AND/OR/NOT), Parenthesis and quotation marks
- Option to limit searches to records owned by the user
- Custom object records are searched only if there is a custom tab associated with the custom object that is also visible to the user.
Sidebar Search Scope of the Search
- Usually only standard SFDC fields For Custom Objects
- All custom auto-number fields (eg, Name of a Call) and custom fields that are set as an external ID
- All custom fields of type email and phone
- Fields of type text, text area, long text area, and rich text area are not searched upon
- Search terms are treated as a phrase search
Example: Searching for [Clinton Ackerman] returns records with Clinton Ackerman, but not Clint Ackerman.
Advanced Search Scope of the Search
- More record types and fields than Sidebar Search - Can select which objects get searched For Custom Objects
- Includes all the same fields as Sidebar search
- Fields of type text, text area, long text area, and rich text area are also included in the search
- Search terms are separated by letter, number, and punctuation boundaries
- Search terms are treated as separate words that may be found in different fields but within the same record -Separate terms have an implicit AND unless otherwise specified
Example: Searching for [Clinton Ackerman] returns records with Clinton Ackerman, but also Clinton Smith who has an email address of csmith@ackerman.com.
Global Search Scope of the Search
- Searches all fields (including Solutions, Documents, and Articles) Features
- Auto-orders results based on the frequency of records viewed
- Auto-orders the object results based on most commonly viewed objects
- Can toggle between Exact Phrase and Separate Term searches
- Search terms are treated as separate words that may be found in different fields but within the same record
- Search terms are separated by letter, number, and punctuation boundaries
- Separate terms have an implicit AND unless otherwise specified
Example: Searching for [Clinton Ackerman] returns records with Clinton Ackerman, but also Clinton Smith who has an email address of csmith@ackerman.com.
Related Documentation:
Salesforce Help Documentation: Salesforce Advanced Search compared to Standard Search
Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.