Filter Search Results for More Objects

So many opportunities (or leads or contacts) with similar names, and so little time to find the one that you’re looking for. Now, in addition to accounts and files, you can now filter search results for opportunities, leads, contacts, cases, tasks, notes, dashboards, and people.

Where: This change applies to Lightning Experience in all editions.

Why: Sometimes a keyword search only gets you so far. Narrow down results further by selecting a supported object on the left side of the search results page and then applying filters.

Opportunity search results filtered by Opportunity Name

How: From Setup, in the Object Manager, go to Search Layouts for each object. Add the fields that users want to filter to the Search Results layout. Supported field types are checkbox, phone number, picklist, text, and URL. You can’t filter encrypted fields.