Salesforce Search Experience

Google-Like Search in Salesforce

Erol Toker avatar
Written by Erol Toker
Updated over a week ago

Salesforce uses the same search technology as Google on the back-end, but its default architecture has limitations that result in a poor user experience (more information on that here)

The TrulyActivity custom object overcomes these issues by:

  • Denormalizing Data: by copying data on related objects over to TrulyActivity

  • Bucketing Numerical Data:

Accessing TrulyActivity in Search

When you search in Salesforce, you'll see a new object type called TrulyActivity appear in the left navigation bar of the search results.

If you are in Salesforce Classic, you can 'pin' this object to the top of your list to always access it more easily.

If you are in Salesforce Lightning, the object filters appear on the left based on usage, so the first time you use it, you may need to click on 'Show More' to reveal TrulyActivities as an option. However after using it several times, Salesforce Lightning will organically bubble it to the top of your list.

Filtering Truly Activities

The TrulyActivity data model provides two key advantages with search over the native Activities object.

  • First, it allows you to filter using values on related objects.

For example, you can filter activities by Opportunity Stage name to find specific types of meetings or calls.

  • Second, it allows you to filter search results based on information at the the time the task was created.

So unlike a report which will only allow you to filter by the stage of an opportunity TODAY, the denormalized fields on TrulyActivity allow you to filter by historical state.

Customization

Because our search experience is built on Salesforce, it can be customized to your entire instance or to specific User Roles.

More information on this can be found in Salesforce's help center here.

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