Swiftype gives users something they always knew they would want, but for some reason didn’t exist. With just one search, a user can find everything relevant to the task at hand: Accounts in Salesforce, Gmail conversation threads, Documents on Google G Suite, Dropbox or Office 365 and more! Rather than spending time searching for bits of separate information across multiple platforms and databases, now a single search bar can access it all.
Swiftype’s AI-powered Enterprise Search Platform™ allows employees to seamlessly access the data they need, from any device, across the many applications their jobs require
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Salesforce’s global search is an incredibly powerful tool. I’ve met many Salesforce customers who decided to move to the platform based on the search functionality alone. Simply type a word, phrase, phone number, or anything else, and Salesforce will search the entire system for anywhere that thing shows up. The only problem is that if you’ve got a lot of data in your system, it can be difficult to find the thing you’re looking for in the mass of results. Take, for example, a search for John Smith – you may have a lot of them, and finding the one you’re looking for isn’t as easy as just typing his name. Don’t worry, Salesforce has you covered!
In continuing in last week’s theme of lesser-known Salesforce features, this week I’d like to introduce you to Search Filter Fields in Salesforce. Search Filter Fields let you take your search results and narrow them down based on any fields you select. This way, you could search for John Smith, then narrow it down to only the John Smiths who live in New York City. To set up Search Filter Fields for any object (I’ll use Contacts for simplicity here), go to Setup -> Customize -> Contacts -> Search Layouts, then click Edit next to Search Filter Fields. Add any fields you’d like to the list on the right, arrange them in an order that makes sense to you, and save. Now, do a search that will turn up a number of results. Next to the header for that object’s search results, you should now see a link called “Show Filters”. Clicking this will bring up your filters so that you can narrow down your search results to exactly what you’re looking for. This awesome, easy, out-of-the-box feature takes seconds to set up and will supercharge your Salesforce searches. Give it a try today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
In this week’s Tip of the Week, we highlight a fantastic out-of-the-box tool to help supercharge your Salesforce searches. But if searching in Salesforce has still got you down and you need to take it to the next level, it might be time to look at an AppExchange solution. There are a number on the market, but this is one of my favorites to date. KonaSearch doesn’t care about your spelling mistakes, will give you results matching multiple fields, and brings the cream to the top by showing you the most relevant results first.
Aloha! and welcome to KonaSearch from Kona DataSearch, the Enterprise Search solution for Salesforce. Kona is true enterprise search that finds the data you need, right inside your Salesforce instance. We’ve spoken with hundreds of SFDC users and admins. They’re too busy searching instead of selling, servicing clients or creating reports. Kona will help you drive adoption of Salesforce as users are blown away by the speed and relevance of the search results.
KonaSearch isn’t free, but if you need a real Enterprise solution to supercharge your searches, this is one to check out today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
The real power in Salesforce comes from relationships. Contacts are related to Accounts, Cases are related to Contacts, Opportunities have Contacts and Accounts, and the list goes on and on. The more time you put into developing strong connections between your objects in Salesforce, the more benefit you get from limited duplicates and useful related lists that give you a full 360 degree view into your customers’ interactions with your company. Relationships are created through lookup fields within Salesforce. Unfortunately, the search functionality of the lookup window is limited, and if all you have is a phone number or email address, it can be frustrating having to go into the global search to find the right record. Wouldn’t it be great if you could get the full global search power straight from the lookup window? Well, you can with Enhanced Lookups!
To turn on Enhanced Lookup in your org, go to Setup -> Customize -> Search -> Search Settings, then enable Enhanced Lookup and choose which objects should have access to this feature. Once you’ve turned on this feature, you will have the option to select All Fields when you’re in the Lookup window to search by any field on the object, such as Account Number or Email Address. With this feature, you get the power of universal search even in your lookup windows! Try out Enhanced Lookup today and enjoy a more powerful Salesforce than ever before!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
