AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Local Search- Related Record Search Made Easy

Find related records quicker with a tailored Search experience for your org

Overview

See How Local Search- Related Record Search Made Easy Works

  • No code required for admins to configure child object search criteria with ease and add search components to relevant pages. In minutes go from Installing the package to productivity gain for your users & business! Smart Search for related records

  • Local Search component searches against the related child objects specified by admins. Each component can have a unique search criteria which allows for maximum flexibility and full utilization of Local Search. Allow users easy search experience

  • Local Search was created with Mobile users in mind. Tailored search experience can greatly reduce number of clicks and swipes within the Salesforce mobile app. Go from Keyword Search to Record details in 1 tap on the screen

Stop clicking around related list views to find the right related record, Local Search will do the work for you! Local Search is designed with Admins & Users in mind. We have built the configuration of Local Search that allows admins to build a search criteria and rules with no code and user friendly UI! Admins can build a new search criteria and logic and add it to the relevant page layout all in minutes!!! Admins can build as many unique search experiences as their business needs. This is a done in a way that empowers the admin teams to get creative and use Local Search in as many different ways their unique business scenarios require. Local Search components placed on page layouts allow users to keyword search and displays results grouped by objects outlined by the admins for that search experience. The admin selects which objects to search against and what fields should be shown in the results. The grouped results have their own search functionality that allow the users to go even a layer deeper for maximum productivity! You have nothing to lose! Our app is free and can be setup & live in minutes! Watch Local Search demo on Youtube: https://youtu.be/6J2Y4hxyqVQ

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

More from Architive Solutions

  • by Architive Solutions
    Years of building Salesforce solutions to help businesses of all sizes run more efficiently and growing sales pipelines. From enhanced Salesforce Lightning Implementations to Curbside Pickup solutions, we have the capability to help you thrive!