Salesforce: Natural Language Search filter

Search is one of the most use functions in Salesforce; it allows users to search almost anything for data that a user can see, as long as it is configured correctly and not a formula field; check out this blog.

Additionally, Einstein Search also allows you to search using Natural Language Search for core standard objects: 

• Account
• Case
• Contact
• Lead
• Opportunity
• Task

Natural language search isn’t case-sensitive, and you can use singular or plural, such as account and accounts, which will return the same result; using "my" will return all records that you own, such as my account.

Before that, make sure that you enable "Actionable Instant Results" and "Natural Language Search" under Einstein Search Settings in the setup menu.

Note: Einstein Search is not available in Developer Edition, as per this article.

Here are a few search terms that are practical for your user:

• my account
• my open opportunity
• my open opportunity created last week
• my open task

Check out this article for complete samples.

Adding Natural Language Search filters

On the same settings page, you also can enable "Natural Language Search filters", check out this article for more information about the filter.

Here is the sample result, where you can change the filters. Notice that the system now shows the filters applied as drop-down, compared to the 1st screenshot, where it just shows a description of the filters "Owner Johan Yu • Object Account • Billing State/Province Ny • Office State/Province Ny | Sorted by Last Modified Date".

Reference:

• Natural Language Search Examples
• Use Natural Language Search Filters

Search in Lightning Experience

Here a few items to note related to search in Lightning Experience:

1. Not all standard objects and standard fields are searchable in Salesforce, check out this article, and this article to make additional fields searchable.
2. For custom objects, Allow Search option must be enabled.
3. You can filter your search result to a specific object.
4. Limit the number of results by entering more specific search terms. For example, enter the full name and company (Mike Jones Salesforce). 
5. As you type, you will see suggested records:
• Recently accessed items
• Results that match Name field values
6. After a record is created or updated, it can take a few minutes for the new text to be indexed and become searchable. A record doesn’t show in the search results until it’s in the index. Wait a few minutes and search again.
7. The search engine only returns results you have permission to view.
8. Ensure the object has a tab created. Objects without a tab aren't returned in search results, Tab visibility for the affected User's assigned profile is set to 'Default On' or 'Default Off' and not Tab Hidden.
9. If your search contains punctuation, phone, email, or special characters and you’re not getting the right results, try your search with white spaces in place of the punctuation, check out this article.
10. Formula fields are not searchable.
11. The field that contains the keyword does not need must be in the page layout.

Reference:

• Searchable Fields by Object in Lightning Experience
• Make additional fields searchable
• Find Information with Search
• How Does Search Break Up Information?
• Objects displayed in search results inconsistent between Users

Salesforce: Search Result Layout by Profile

Recently I encountered that not all Salesforce admin aware that we can customize search result layout -- here means the fields in the search result. Particularly for admin that still use Classic when working in the setup menu, with the reason such as Classic much faster, or no difference in terms of setup in Classic and Lightning. 

So, if you still using Classic in setup, be aware of this, Search Result Layout by Profile is just one of the samples, you will not see "Search Layouts" which only visible in Lightning.

Compare to what you will see in the Classic setup menu

Note: Search Filter Fields in Classic setup no longer applicable in Lightning, because users can filter any fields display on the result.

However for the search result, even there is no Search Layout setup menu in Classic, users will see the same fields in the search result in Classic as the search result in Lightning. 

Below screenshots are taken from the same user with the profile of the search layout configured in Lightning. 

in Classic

in Lightning

Reference: 

• Put the Pro in Profile with Profile-Specific Search Results Layouts (Beta)
• Create Profile-Specific Search Results Layouts (Beta)