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Lightning Search Filters

Search filters lets you quickly refine a large set of results to find the most relevant information for you.

Role

Lead UX Designer

Contributions

UX Design, UI Design, Moderated Usability Testing, Design System Documentation

Problem Statement

Our biggest customers have lots of data in Salesforce, and doing a search for the name of a company might return hundreds of results. The records that matter to you are the ones in your territory, industry, the records you own, or other specific criteria, and finding the right information in the most efficient way is critical to the success of your company and your customer.

Goals

Personas & Use Cases

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Sales Cloud Pipeline Builders

Activities

Entering new prospects & customers, updating existing records, logging calls, emails & notes

Salesforce Strengths

Staying organized

Working Style

With customers ~35%, Remote ~65%

As a Pipeline Builder, sometimes searches for common names of Leads, Accounts and Opportunities return hundreds of records, and I need to refine my results by relevant criteria so that I can find the right records to generate new business.

Learn more about Sales Cloud personas on Trailhead.

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Service Cloud Expert Agent

Activities

Troubleshooting customer issues, viewing the status of Cases, logging activities

Salesforce Strengths

Easy to use, ability to create reports

Experience

~28% 10+ years, ~27% 6-10 years, ~24% 3-5 years, ~19% 0-2 years

As an Expert Agent, I need to quickly find the right Article, File or Case so that I can quickly troubleshoot escalated cases and provide support to other agents.

Learn more about Service Cloud personas on Trailhead.

Product Designs & Interactions

Search Filters

When you perform a search and narrow your results to a specific object, you’ll find filters that allow you to refine your results by criteria that’s important to you.

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Filter Focus

We explored two models of filtering - individual and mass application.

One of the technical limitations of this project was that we didn't have the capacity to deliver facets, which dynamically defines filter criteria so that the user can refine by information that will lead them to relevant results.

With our MVP design, it would be easy for a user to filter by more than one dimension and find no results. The impact on the user is that they won't know which filter led them there, and undoing each filter, not knowing which does what is something we wanted to avoid. With this thinking, we wanted to encourage users to apply filters individually and displaying the action button in close proximity to the user's focus helped reinforce this behavior.

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Guidance in the UI

When a valid string is entered, the button to the right of the input activates, giving the user feedback that they can execute the filter.

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In-Flight

When the filter is executing, the filter panel disabled so that one filter is applied at a time, letting the user know how that criteria has changed their results, preventing the user getting into a place where they find no results and aren't sure why. This also prevents issues that might occur by trying to execute a filter while another is in flight.

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Filtered Results

After a filter has been applied, a "Clear" button appears next to that field, and the filter is also displayed in the header of the table next to the result count.

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Filter Persistence

When the user navigates back to Top Results, their filters for that record type persist for that session so that the user doesn't have to reapply them if they need to navigate to another scope to find related information.

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