To usher in the New Year, theSalesforce Spring '17 release is unleashing the power of smart search with new features and improved searching capabilities. These features provide fresh ways to help you robustly find the most relevant information. Let's take a peek!
Improved Autosuggested Search Results: Relevant Information at Your Fingertips
Self-Service Communities are getting some exciting usability updates that your community members and Admins will love! As an example, the Self-Service Community is getting improved autocomplete search results. This updatemight sound mundane, but it will add value to the overall user experience for your community members.
With improved autocomplete, any object that's been exposed to your community and made searchable will be readily available as a suggested result. This is a vast improvement over previous releases where only articles and discussions were suggested search results. Now Admins can determine which objects autocomplete checks and how the suggested search results are displayed—either grouped by relevance or grouped by object type.
Search Reports & Google Analytics: Understand What Your Customers Are Searching For
Your company’s Self-Service Community is the ultimate resource for cases, discussions, articles, and more. Have you ever wondered how your customers search through that information? How about if their search results are an effective method of preventing new cases? With Spring '17, your searches will become more granular and will provide new understanding around how your community members find and use the resources available to them!
With search reporting, Salesforce counts every fetched search result to show new insights into the relationship between keywords and their results. These search reports will allow Admins to see metrics like the average number of results per term and what groups of records correspond with a search term.
If you’re using Google Analytics, Spring ’17 has something special for you, too: real-time data on your community search activity! Now you’ll be able to track page view metrics, such as what users clicked on before a case is created, and what the most-searched-for keywords and articles are. These insights could show which resources are the most effective at case deflection, and are all tracked by User Types, User IDs, and Salesforce Objects.
Quality of Life: Making it Easy
While the previous features mentioned above are Community orientated, search is also making general quality of life improvements that all power-users behind the scenes will appreciate!
- Instant search results will provide suggested records as you type in the search box. Great for quick navigation!
- On top of instant search results, typing an object’s name before the search term will limit the results to the object specified. So if you know Acme is an Account start typing “Acc…” and limit the search to the Account object, all you’ll see is Accounts with Acme in their names. Another usability win!
- Searching for the exact contact your looking for using the Account name will be available during Spring '17 rollout.
- And last but not least Events (Calendar), Orders, Quotes, and Tasks are now (FINALLY) searchable in Lightning Experience and Salesforce1!
All of these great search enhancements are coming soon, and there are plenty more jam packed features and updates coming for Spring '17!
466 pages of release notes? How about 35 minutes with our experts?
Listen to our Salesforce Spring '17 webinar recording from February 8, 2017 to learn the features and updates Salesforce has in store.
