Configuring the Record Search
note
These instructions are applicable to the redaction and restriction data regulation policies. If you are using the replication data regulation policy, skip these instructions.
When you use the redaction data regulation policy, you need to configure the search panel to look up for records.
Adding the record search panel
Log in to Salesforce as a system administrator.
From Setup, click Apps and then select App Manager.
On the list with apps, locate the app with custom components from the InCountry for Salesforce package and click Edit.
Within the app settings, select Utility Items (Desktop Only).
Click Add Utility Item.
On the list with available utilities, look up for the
InCountrySearchUtilityBaritem and select it.
Configure the record search utility, as follows:
Label - enter the label for the utility (for example, Look up for records).
Icon - select the icon to show in the utility. You may need to remove the icon which was assigned automatically prior.
Panel Width / Height - define the size of the utility panel.
When complete, click Save.
Once you have added the utility, the search panel will appear within the Salesforce app.
note
It may take a while before the search panel starts finding records against your search query.
If it does not return any search results, please check that the fields are mapped to the keys in the settings of the InCountry for Salesforce package and assign keys if they were not set. The record search utility will only query fields that have key mappings, all the other fields will be skipped.
Please consider that the record search panel cannot replace the native global search available in Salesforce. It looks up for records stored in InCountry Platform within the scope of the Salesforce app where it was added.
Searching for records
You can use the partial-matching search to look up for specific Salesforce records.
In the bottom part of the page, locate the title of the record search panel and click it. The title may vary depending on the label you entered.
Select the Salesforce object to search for or search against all Salesforce objects.
In the Search box, enter the text query to look up for.
Click Search.
If any records matching your search query are found, you will see them in search results.
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The InCountry for Salesforce app looks up only in the fields that were configured as searchable with the selected key.