Sudipta Deb

Sudipta Deb

Founder of Technical Potpourri, Co-Founder of Shrey Tech, Enterprise Cloud Architect

In the ever-evolving landscape of customer relationship management (CRM), Salesforce has consistently remained at the forefront by delivering innovative solutions that empower organizations to connect with their customers in more meaningful ways. The much-anticipated Spring ’24 Release is no exception, bringing forth a plethora of cutting-edge features designed to elevate user experience and streamline business processes.

One standout feature that promises to revolutionize the way users interact with Salesforce is the ability to define rules for filtering search results, providing a level of precision never before experienced. In the dynamic world of business, where time is of the essence, the capacity to curate search outcomes becomes paramount. With this new enhancement, organizations can now tailor search results to match the unique needs and preferences of their end-users, optimizing the overall efficiency and effectiveness of the Salesforce platform.

This blog post delves into the exciting realm of the Salesforce Spring ’24 Release, focusing specifically on the game-changing feature that allows users to set rules for refining search outcomes. By unraveling the intricacies of this feature, I aim to demonstrate how it empowers organizations to take customization and personalization to new heights, ultimately enhancing the user experience and driving business success. Join me on this journey as I explore the capabilities, benefits, and implementation of this groundbreaking feature, unlocking the full potential of Salesforce in Spring ’24.

Watch The Video Or Read The Article (or do Both)

Salesforce Spring 24 Release Youtube Playlist

📌 Salesforce Spring 24 Release Youtube Playlist – https://bit.ly/3wyAB9I

What Is This New Feature?

As of today (March 1st, 2024), this new feature is in Beta Service. By enabling and configuring this feature, we can  now give our end users more relevant search results with less noise by adding field rules to our search query configuration in Search Manager. We can apply rules to global search and search in LWR Experience sites for Experience Cloud and the Lightning Knowledge component in Service Console. 

Having the ability to control Salesforce’s Global Search was always one of the topic that I faced during my Salesforce career. I have seen customers asking for questions how to configure Salesforce’s Global Search. Before this release, it was hardly possible, which sometimes ended up customer building their own search functionality, which I absolutely not aa big fan due to multiple reasons like –

    • A lot of custom code needed
    • Dealing with lots of data while searching is always a performance nightmare

But now with Spring 24 release, we can configure rules, include / exclude fields being considered during searching. So a big relief. And on top of that we can do this through configuration. No custom coding. WoW!! What else you can ask for.

So in this blog, I am going to introduce you with this new feature and show you how you can configure this in your org.

Let’s Configure

To configure this, first I will go into Setup and from there, I will search for Search Manager. I will click on Search Manager and it will bring a screen like this –

This is the place where I will configure how my Global Search will behave. To start with, I will click on New button. In the next screen, I will provide name and other details. But let’s understand one very important thing. With this feature you can create multiple configurations based on profile. What it means is that if you have profile say – System Admin and Sales, then you can create different configuration for each of this profile. By doing this, you are basically configuaring how the global search will behave and bring the result to your end users when that end user’s profile is any of these one. So in short, you can create configuration for each profile.

I will create configuration for System Admin to make sure when any user with System Admin profile logs in and do the search, how it will behave.

I will give the name as SystemAdminSearchConfig and in the profile drop down, I will select System Administrator profile.

This the window, where I can select search channel. As of today, this feature supports there search channel –

    • Einstein Global Search Bar
    • LWR Experience Sites
    • Lightning Knowledge component in Service Console

In the next screen, there are two options for me. For each object which I can select from the list of all available object in the left panel, I can make that object searchcable or not. If searchable, under Field Searchability, I can include or exclude fields from being searchable. Under Rules, I can define rules to consider while doing the search and bring the result back to end user.

For this blog, I will configure Account object. I will make Account object searchable. Under Field Searchability, I will exclude the Account Number from being searchable. By doing that if any user with System Administrator profile initate a global search with account number, there will no result. 

Under Rules, I will configure two rules like –

    • Account Active = True
    • Account Type = Customer Direct

Now with these configurations, if any user with System Administrator will make a search in global search window using anything except account number, Salesforce will bring only those matching accounts where the account is active and type is Customer – Direct.

Isn’t it very powerful? Within a minute now, we can configure our Global Search behavior without writing a single piece of code. Let me know your thoughts in the comment section.

Conclusion

In conclusion, Salesforce’s Spring ’24 Release introduces a transformative feature that empowers organizations to redefine their search experience. By enabling users to establish rules for filtering search results, Salesforce not only addresses the ever-growing need for precision in information retrieval but also places customization and personalization at the forefront. This enhancement signifies a pivotal moment in the evolution of the Salesforce platform, where users can now navigate a more tailored and efficient workspace. As businesses strive for agility and user-centric solutions, the rule-based search refinement in Spring ’24 emerges as a beacon, guiding organizations towards a future where CRM seamlessly adapts to the unique needs of each user. The Spring ’24 Release’s commitment to enhancing user experience underscores Salesforce’s dedication to staying ahead of the curve, solidifying its position as a trailblazer in the CRM landscape.

I will be publishing more blogs and videosc around Spring 24 Release. So please subscribe to my blog and youtube channel

📌 Salesforce Spring 24 Release Youtube Playlist – https://bit.ly/3wyAB9I

Disclaimer

This article is not endorsed by Salesforce, Google, or any other company in any way. I shared my knowledge on this topic in this blog post. Please always refer to Official Documentation for the latest information.

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