Salesforce Content
Tips for Searching More Effectively in Salesforce Content
It's been a busy month, with Tim and I having spent a full week at the AIIM Expo in Boston. Just after returning, a customer asked for suggestions on how to search more effectively in Content, so I thought I'd share our tips with the entire Content user community. You can click on any of the images below to enlarge them and see the tip we're illustrating.
Looking only for a Powerpoint doc?
Simply add "PPT" to the search term to see only Powerpoint file results. This works for other file types as well, like xls, doc, pdf, etc.
Want to share a document, or even a set of search results?
Every document in Salesforce Content is URL-addressable, so you can simply copy and paste the link to a file and email it, just like any other record in Salesforce. You can also do this with an entire set of search results, including if you use custom filters.
Only interested in seeing certain fields in your search results set? New with Spring '08, you can customize your search results page. Just click on the "Display Options button at the top right of the search results and choose which fields are of interest to you.
Curious what is most popular with your peers?
Click on the "downloads" field and see instantly which materials are most popular among your friends and
colleagues. You can also easily see what is most highly rated.
Looking for something specific?
Put a phrase in quotes to get more targeted results. You can even mix and match quoted phrases and keywords in your search - for example, "salesforce.com" software-as-a-service.
"Feeling lucky?"
Instead of navigating to a document detail page, if you see a search result that looks right, mouse over the file format icon to see key information, like the author, ratings, and number of versions, or double click on the icon to download it direct.