Searchable App Contents

App Overview #

Searchable is a 100% Salesforce native managed package built with Lightning Web Components (LWC). It allows users to create reusable, configurable searches across multiple objects with fine-grained control over fields, filters, and results.

Users can share searches with other users, permission sets, or public groups. The app can be used in:

• Utility Bars
• Home Pages
• App Pages
• Record Pages
• Screen Flows
• Tabs

Security #

Searchable respects all org security, including:

• Object-level access (CRUD)
• Field-Level Security (FLS)
• Record-level sharing

Objects, fields, or records users lack access to are automatically excluded from results.

Permission Sets #

• Searchable User – Base permissions to use the app. Includes CRUD access only to searchable__User_Preference__c, which stores user-specific settings.
• Searchable Manager – Includes all user permissions plus the ability to share and manage search configurations.

Lightning Web Components #

Component Name	Purpose
searchable	Main user interface for running searches across multiple objects.
searchableSettings	Admin and user interface for configuring field mappings, defaults, and search behavior.
searchableLibrary	Central library for saving, sharing, and retrieving search configurations.
searchableAdmin	Administrative setup interface for global Searchable configuration.
fieldSelectorDualListBox	Utility LWC for selecting fields across objects.
dropdownUtility	Helper component for dropdown rendering and interactivity.
errorHelper	Logs errors and handles user-facing messages.
fieldSelector	Simplified version of field selection control.
jsonObjectUtils	Utility for JSON parsing and manipulation within LWCs.
objectLookup	Utility for searching and selecting Salesforce objects dynamically.
queryBuilder	Visual interface turning drag and drop field selections into SOQL
sharingSettings	UI for managing sharing visibility and group access.

Apex Classes #

Class	Description
EntityDefinitionLookupController	Retrieves object definitions and metadata dynamically.
FieldDefinitionController	Returns field definitions for selected objects, respecting FLS.
ErrorLoggerController	Centralized Apex error logging and system diagnostic handling.
SearchableController	Core business logic for executing dynamic searches.
SearchableSettingsController	Handles saving, loading, and parsing of configuration metadata.
SearchableAdminController	Admin-level methods for global configuration and defaults.
SharingGroupController	Provides sharing options (users, groups, roles, permission sets).
All *Test Classes	Unit tests for above classes ensuring test coverage and validation.

Custom Metadata #

The following custom metadata settings can be managed from the Searchable Admin Setup page or under Setup → Custom Metadata Types →  Searchable Global Setting

• Allow base user to create searches
• Allow user to change Search Mode
• Auto-search Active
• Auto-search Delay (Milliseconds)
• Minimum Characters To Search
• Open Dropdowns On Hover
• Output Flow Id Variable Name
• Output Flow Name
• Restricted Objects
• Search Mode Default

Global Config

When in a deployed status, these searches will show in the Library. If building in a sandbox, these can be deployed to production.

Setup → Custom Metadata Types →  Searchable Global Config

These searchable__Searchable_Global_Config__mdt records are installed with the managed package to get you started. These templates can be deleted or hidden by updating the Status or Active fields.

• Default Search
• Phone Number
• Sales Team
• Service Team
• Activities

Custom Objects #

Object	Description
searchable__User_Preference__c	Stores each users searches and default search mode
searchable__Error_Log__c	Logs system and runtime errors for administrator review. No need to give users access to this object.
searchable__Shared_Search__c	Stores searches shared between users or with public groups/permission sets

Custom Labels #

Configurable text labels for UI components (supporting translation via Translation Workbench):

Tabs and Pages #

Tab / Page	Purpose
Search	Full tab version of the main app component
Searchable_Admin_Setup	Administrative setup page for configuring defaults.
User_Preference__c	Tab for user preferences management.

Permission Sets and Custom Permissions #

Type	Name	Description
Permission Set	Searchable_User	Grants access to use the Searchable app.
Permission Set	Searchable_Manager	Grants sharing and advanced configuration permissions.
Custom Permission	Searchable_User	The app checks for the presence of this custom permission, which is included in the permission set of the same name.
Custom Permission	Searchable_Manager	To simplify management, you can add this custom permission to any existing permission set assigned to your users.

Custom Metadata and Configuration Highlights #

• Global Settings – Define org-wide defaults (auto-search, min chars, restricted objects).
• Global Configurations – Pre-built search templates for departments or teams.
• User Preferences – Store individual user search defaults and mode selections.
• Error Logs – Track and troubleshoot runtime errors from Apex or LWC.

Summary #

Searchable by AppableCRM is a metadata-driven, admin-friendly search framework designed for Salesforce Sales, Service, and Financial Services Clouds. It enables teams to build and reuse powerful searches anywhere in Salesforce—home pages, record pages, or flows—while maintaining full compliance with your org’s security and governance standards.