Help Resources
Searchable User Guide
Last Updated: February 10, 2026What is Searchable? Searchable is an application (managed package) built in Salesforce. Your company can install this package to your org and use our suite of advanced search tools. Key Terms Search Objects: Specify object, filter criteria, fields displayed to user, and fields to be searched For example, Accounts could include all accounts or using...
Quick Start for Admins
Last Updated: November 19, 2025Installation If not logged into Salesforce, go to this link: In the URL bar, replace everything after “.com in your your org with: Leave as “Install for Admins Only” – We will add users later with permission sets. No need to push to everyone here. Acknowledgement – As of 11.10.2025, this app is a beta...
Searchable Permissions Overview
Last Updated: November 24, 2025CRUD (Create/Read/Update/Delete) Searches respect read level access and only objects the user already has access to can be viewed. Create, Read, Update, and Delete are only granted for app objects that assist with settings and error logging. If the user has permissions to create searches, we also check object access and only show the objects...
Creating and Editing Searches
Last Updated: February 10, 2026Get To Know Settings Click Gear icon to open user settings 1. Search Dropdown Change search being edited or open the library 2. Search Fields Text input from user is searched across these fields. Can be the same or parent object 3. Display Fields Display fields are shown in the search results 4. Additional Settings 5....
Sharing Searches
Last Updated: February 10, 2026Searches can be shared with other users on your team, similar to how reports are shared. You can share a search with everyone in your organization by adding it to the Library, or limit access to specific users, public groups, or permission sets. Searchable always verifies object, field, and record access before running a search,...
Searchable App Contents
Last Updated: November 24, 2025App 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: Security Searchable...
User Tips and Shortcuts
Last Updated: January 15, 2026Enter Press “Enter” to search Esc Start over – Clears search text and any results. Will also exit out of Searchable Settings or Library and go back to the main page Right Arrow After a search, selecting the right arrow will show #s next to each record. Use the #’s 1-9 on your keyboard to...
Searchable Admin Guide
Last Updated: January 7, 2026Installation Initial installation and setup steps should be completed by a Salesforce System Administrator If not logged into Salesforce, go to this link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tfK000000mEOrQAM While already logged in In the URL bar, replace everything after “.com in your your org with: Leave as “Install for Admins Only” – We will add users later with permission...
Searchable and Salesforce Flow
Last Updated: December 4, 2025Audience Salesforce Administrators Summary Searchable works with Salesforce screen and auto-launched flows in a to extend both the Searchable application and Screen Flow – Advanced Lookups Use the Searchable LWC in your orgs custom flows for complex lookups. For example, your users selection in the flow could be a contact or lead. Or maybe we...
Searchable Library
Last Updated: December 4, 2025Summary The library allows your team to get started quickly with preconfigured searches. Users with the right permissions can share searches internally for all users, specific groups or permission sets, or individual users. Don’t worry. This is an internal library and searches are shared internal to your org only. Opening the library
Search Modes Explained
Last Updated: January 15, 2026Quick Search 1 input text field searches across multiple objects with 1 search. Best to quickly search across small – medium size datasets Focused Search Precise search of only the object you need. 1 text input box for each search object. Search Console Text box to enter search criteria for each search. Works similar to...