#SalesforceSummer23 – Configure Searchable Objects for Each User Profile (Beta)

#1MinuteTip #SalesforceSummer23 Help your team get results related to their work by configuring all your searchable standard and custom objects for each user profile. In Search Manager, you can now choose which objects to make searchable or not searchable for each user.

For example for sales users you may not want to show search results from ‘Case’ object or for service users you may not want to show search results from ‘Opportunity’ object.

Product Area: Platform

1. Navigate to Setup -> Einstein -> Einstein Search -> Search Manager and define search configuration for the user profile

Configure objects that should be searched for profiles

2. Enable/disable search on specific objects for specific profiles

Enable/disable search on specific objects for specific profiles

References & Useful URLs

  • For Related Summer ’23 Release Note Article – Click Here

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