Find the Right Record While Typing Keywords

Salesforce1 now helps users quickly find and access all records they have permission to view without having to finish typing the keywords for the search. Using the small, touch keypads on mobile phones is often error-prone, so the less typing the better! This enhancement is currently provided in the Salesforce1 mobile browser app only, but will be included in a future update of the downloadable apps for Android and iOS devices.

When users begin typing in a search box, a list below the box shows recently accessed records and list views that match the characters entered so far. As three or more characters are entered, the list continues to filter matching recently accessed items and also starts to show all other matching records that the user has permission to access for the object.

When the desired item shows in the list, tap it to open it. If the right record doesn’t show up in the list by the time all keywords are entered, start the full search from the keyboard or by tapping Search for keywords.

Note

Note

This feature is automatically available for all objects supported in the Salesforce1 mobile browser app, with the exception of Salesforce Files Sync and Salesforce Knowledge. For Files, only matching recently accessed records are displayed in the list.

To make this option available for Knowledge searches, in Setup, click Customize | Knowledge | Settings. In the Knowledge One section, select the Auto-complete title search checkbox.