Search Pre-Filtering

When customers are looking for specific information, pre-filtering allows them to predefine their criteria so they only see results relevant for them.


Salesforce Safe Harbor Statement

Pre-filtering is especially powerful for service agents that need to specify detailed criteria for their search, with the flexibility to modify it quickly with the changing needs of their customers.

After choosing to limit your search to a specific entity your recent records narrow as well, making typeahead records focused and easier to navigate.

For service agents that need to specify detailed criteria for their search, they have the ability to pre-filter their search, with the flexibility to modify it quickly with the changing needs of their customers.

For more control, users can also type ahead to find functionality that narrows their scope of search to a single record-type. This is especially powerful for users that know some, but not all of the details about the record they're searching for, such as only the first part of a company's name.

After selecting the option to narrow your search, a "pill" is added to the search input that can be cleared to return to a global state.

Some record types can be configured to pre-scope their search, which allows users that are looking for records that fall into specific categories. An example is a Service Agent looking for Knowledge Articles that only apply a particular product, and a specific version of the product.

For some types of records support snippets and highlighting, which only shows the user the matching keywords from an large body of text and gives it context by including the surrounding words. Highlighting uses a yellow background color, allowing the user to quickly find the most relevant information in their results.

The user can execute the pre-filtered search to find all results in their org that match their criteria.

Contact

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