How to Add Custom Object to Global Search in Salesforce Experience Cloud

Salesforce

Salesforce Experience Cloud is a feature-rich Customer Relationship Management (CRM) platform that provides businesses with the tools and resources to manage customer relationships more effectively. One of the key features of Salesforce Experience Cloud is its ability to add custom objects to Global Search, allowing users to quickly search through records across multiple data sources. In this article, we’ll explore how you can use Salesforce Experience Cloud’s Global Search feature to quickly find data across all your Salesforce objects.

Steps To Add Custom Object To Global Search In Salesforce Experience Cloud:

1. Login into your Salesforce account and go to Setup > Build > Create > Objects.

2. From the list of objects, select the object you want to add to the Global Search feature.

3. Click on ‘Search Settings’ and select ‘Enable Global Search’ from the drop-down list.

4. Select the checkbox next to the ‘Available for search results in global search’ option and click on ‘Save’.

5. Now your custom object is added to Global Search in Salesforce Experience Cloud and can be used for searching across multiple data sources.

Salesforce Experience Cloud provides a powerful global search feature that allows users to quickly find the objects and data they need. With this Global Search, users can quickly access their Accounts, Contacts, Cases, Opportunities, and more in an instant. You can also add custom objects to the Global Search so that you can easily find relevant information related to your business operations.

This tutorial will guide you through the process of adding custom objects to the Salesforce Experience Cloud Global Search.

Step 1: Create Custom Object in Salesforce Setup

The first step is to create a custom object in the Salesforce setup. To do this, go to Setup > Objects and Fields > Objects and click on the “New” button. Enter the details for your custom object, such as the object name and label. Once you have finished creating the object, click “Save”.

Step 2: Add Fields to Your Custom Object

Next, add fields to your custom object that will be used in the global search query. To do this, go to Setup > Objects and Fields > Fields & Relationships and click on the “New” button. Here you can select from a variety of data types (e.g., text, number, and picklist). Select the field type that best suits your needs and enter any additional details for each field before clicking “Save”.

Step 3: Enable Global Search for Your Custom Object

Once you have created your custom object and added fields to it, you need to enable global search for the object. To do this, go to Setup > Global Search Settings and select the “Enable” checkbox next to your custom object.

Step 4: Configure Your Global Search Results Page

Next, you need to configure the results page for your global search. Go to Setup > Global Search Settings and click on the “Configure Results Page” link next to your custom object. Here you can customize which fields are displayed in the search results as well as how they are organized (e.g., by relevance or date). When finished, click “Save”.

Step 5: Test Your Global Search

Finally, test your global search to ensure that it is working correctly. To do this, go to your Global Search page and enter a query related to your custom object. Check the results page to make sure that all relevant fields are displayed correctly.

Conclusion:

By following these simple steps, you can easily add custom objects to Global Search in Salesforce Experience Cloud and quickly find information across all your Salesforce objects. This feature provides businesses with a powerful tool that allows them to better manage their customer relationships and gain insights into customer behavior. With the Global Search feature, businesses can save time and effort while searching for data, and make better-informed decisions to improve their operations.

By following these steps, you can easily add custom objects to the Salesforce Experience Cloud Global Search. This will allow you to quickly find the data and information related to your business operations in an instant. With this powerful feature, you can save time and increase efficiency for yourself and your team.

Congratulations! You have successfully added a custom object to your Salesforce Experience Cloud Global Search and configured it for optimal usage. Now users can quickly and easily access any information they need in an instant.

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