Why doesn't Global Search find my contacts...? - Answers - Salesforce Trailblazer Community
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Jamarama WoosaaJamarama Woosaa 

Why doesn't Global Search find my contacts...?

Hello,

I would like to use the Global Search to find contacts and accounts. Seems pretty easy right, well it has become fustrating.

As example, we have an Account call ABC. We have 15 contacts under this account. 

When we enter ABC, we would like to see the account ABC under the search results and also the contacts associated with this account. This does not happen.

Contacts appear that have "ABC" in text fields like Address or description, but only 1 out of 75 actually appear from the actual ABC account.

I am doing something wrong? Or how can I get this to function the way we want.

Thanks,

J

Gopi KrishnaGopi Krishna
Hi Jamarama,

The Global search in Salesforce would find the text matching to the string you provide. it is not case sensitive. it would only fetch data matching to the string. have a look at the below link to see how Global search works in Salesforce.
https://ap1.salesforce.com/help/doc/en/search_unified_how_search_works.htm

To find Accounts and contacts associated with an Account as per your need, i can suggest you to have a report created for Accounts and contacts object. where you can add filter logics to filter our your needs based on Account Name's and Cotnacts that are linked to that account.
you can find the below link to help you create a report in Salesforce.
https://help.salesforce.com/HTViewHelpDoc?id=reports_custom.htm&language=en_US

Thanks
Gopi 
DBSync LLC
www.mydbsync.com
Jamarama WoosaaJamarama Woosaa
So...are you saying that when our users want to look up a contact and that contact information does not come back in the search results, they have to create a report? That doesn't make sense at all, what if they don't have access to reports? 

My question is: Why am I not getting ALL results for my search...I only get 62 returns when there are clearly many more at the company name "ABC" (approx. 160)?

Thanks,

J
Gopi KrishnaGopi Krishna
Hi,

I didn't mean each time you need to have a report generated, but that was one of the work around what i though of. 
here is the link on how you can enhance global search in SF with wildcards, 
https://help.salesforce.com/apex/HTViewHelpDoc?id=search_unified_how_search_works.htm&language=en
There are inconsistance in SF global search. there has been lot of discussions to enhance that in SF and I believe it would happen pretty soon.
https://success.salesforce.com/ideaView?id=08730000000KB5R

Thanks
Gopi
DBSync LLC
www.mydbsync.com
Jamarama WoosaaJamarama Woosaa
Hi Gopi,

Thanks for all your help. Related to this issue, we have Multiple companies with the same name using the Heirarchy. For example
"ABC Headquarters" is at the top of the heirarchy. Then we have 10 other accounts under this one with the simple naming of "ABC" which are found in different locations. 

When we search ABC only one account record appears in the search results. I find this extremely wierd as it would be expected that the results bring back all 11 ABC accounts. 

Is there an explanation to this? My user complain that they can't find their accounts. 

J
Jamarama WoosaaJamarama Woosaa
Hello,

Anybody have any explanations on how I can get my users to find these contacts or accounts? 

Thanks,

J
Shivanath DevinarayananShivanath Devinarayanan
There is a easy way and a more complex way to go about this. Let me come out with this at first. There is not standard way to do this. 

1) A VF which is very responsive and as you type and select account it will show you the contacts 
2) A VF Page dedicated to account and contact searching 
3) A link (field) on the Cialog of the account popup which takes you to a predefined report with this parameter 
4) I hope this works for you : Set a text field, create a workflow to copy the account's name to the field when contact is created. This will ensure your contact will turn up on you search
Brian MacLeodBrian MacLeod
I have the very same problem.  The issue seems to be that fields with data type "lookup" are not being read in the search.

Using Jamarama's example, I have a couple of contacts.  The first one is in ABC company and there is a note in another field saying "This manager is new o ABC".   In the seond contact, ABC only appears in the Account name.

Now Global search will find and list the first contact but not the second contact.  The account name in a contact record is of data type Lookup and this seems to consistently cause a problem (analysed over about 11 records).

I'm suspecting some setting is required.  Anybody with more knowledge care to help?

Brian