Record Search - Advanced
Effortless, Customizable Record Search Across Your Salesforce Org
Overview
Find any Salesforce record instantly with advanced search, personalized views, and powerful filtering. Create user-friendly search experiences across standard and custom objects and export results to Excel, CSV, or PDF - without complex queries or coding.
Admins configure search criteria through a code-free interface and place components where users need them most. Simple setup, immediate value.
Search across standard, custom, and non-searchable objects like OrderItem. Configure object-specific search parameters that match exactly how your teams work. Export your search results to PDF, Excel or CSV.
Responsive design works seamlessly on both desktop and mobile interfaces. Place components in Utility bars, Record Pages, or App Pages for consistent access everywhere. Built-in multilingual support that enables users to work in their preferred language.
Record Search - Advanced extends beyond Salesforce's native search limitations. Our tool handles non-indexed fields, supports complex filter logic, and eliminates permission-based search inconsistencies. The interface lets admins build customized search experiences tailored to specific business processes. Admins can allow or disallow end user personalization to maintain consistency or provide flexibility as needed. Users get immediate access to precisely filtered results without creating additional reports. Filter across related objects with advanced logic (like finding Opportunities based on Account and Contact criteria). View and Export search results in CSV, Excel & PDF and related records in one screen, eliminating constant navigation between pages. The application supports multiple languages, including English, Spanish, Chinese, French, Japanese, Vietnamese and Korean, providing a localized experience for global users.
Categories
- Business Needs
- Admin & Developer ToolsDeveloper ToolsSearch & Recommendation
- Industries
- AutomotiveConsumer GoodsManufacturing
- Personas
- AdministratorArchitectDeveloper
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyManaged PackageLightning App Builder