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Search records by adding one or more search criteria to the data grid.

Searching

Create and manage searches from the data grid.
1

Add a search

Drag a column header and drop it into the search drop zone on the data grid.Searches are applied with AND logic across all active searches.
2

Edit a search

Click the popover icon button on a search box and select Edit.You can change the field, operator, input type, and other search options.
3

Change the operator

Click the popover icon button on a search box and select Operators.Available operators depend on the field’s data type.
4

Change the input type

Click the popover icon button on a search box and select Switch.This option is available only for fields that support multiple input types.
5

Reorder searches

Drag the Drag icon button on a search box to reorder searches horizontally.
6

Disable a search

Click the popover icon button on a search box and select Disable.
7

Delete a search

Click the popover icon button on a search box and select Delete.

Search Rules

Field typeOperatorsValue input type
IDequals
not equals to
Text
Booleanequals
not equals to
Boolean
Text
Encrypted Text
Text Area
Long Text Area
Rich Text Area
Phone
URL
equals
not equals to
less than
greater than
less or equal
greater or equal
contains
does not contain
starts with
Text
Double
Long
Integer
Currency
Percent
equals
not equals to
less than
greater than
less or equal
greater or equal
Number
Picklistequals
not equals to
less than
greater than
less or equal
greater or equal
contains
does not contain
starts with
Multi-select dropdown
Text
Multi-Select Picklistequals
not equals to
contains
does not contain
Multi-select dropdown
Dateequals
not equals to
less than
greater than
less or equal
greater or equal
Date picker
Date Literals
Date/Timeequals
not equals to
less than
greater than
less or equal
greater or equal
Date/Time picker
Date Literals
Timeequals
not equals to
less than
greater than
less or equal
greater or equal
Time picker
Lookup
Master-Detail
equals
not equals to
less than
greater than
less or equal
greater or equal
contains
does not contain
starts with
Lookup search
Text
See Salesforce Date Literals for supported values.