Searchable User Guide

What 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 filter criteria, separate Search Objects can be created for Business Accounts and Individual Accounts.

Search: A collection of search objects. Can be shared with other users and added to the global library

Get to Know Search Console #

1. Search dropdown: Choose from pre-configured searches to quickly specify criteria for search
2. Mode – click to toggle
   • Precise: 1 search box for each object to be searched
   • Multi-object: Searches across multiple objects in 1 search
3. Settings: Opens user settings
4. Filter: Narrow results further
5. User search input: Text will be used to search across Search Fields. Automatically searches using wildcard for partial text. Ids are the only field type where the search must be exact.
6. Search button: Can also click “Enter” key to search

Get To Know User 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

• New
• Clone
• Rename
• Sharing Settings
• Delete
• Paste (Only shown after clicking “Copy”) see Pasting Search Object

5. Show/Hide fields toggle

Hides search and display fields

Other Buttons

Edit: Open window to edit search and choose search fields, display fields, and additional filter criteria

Copy: Can copy search object and paste to another Search

Delete: Delete search object

Create a new search object #

Search Configuration Label: Enter a label that the user will see in the search results to specify the type of record returned

Search Configuration Name: Enter a unique name with no spaces. Will prefill based on the label.

Click Save

Clone Search Object #

Rename Search Object #

Sharing Settings #

Only available when user has the Searchable Manager permission set.

Who can see this configuration?

• Only I can see this view
• Share list view with specific users – Search for individual users to share with
• Share list with group of users: Select public groups or permissions sets to share this view
• All users can see this view: Available to all users

Delete Search Object

Pasting Search Object #

Used to copy from one configuration to another. See Key Terms.

Click copy button next to an object.

Select desired from dropdown.