Overview
Apsona for Salesforce includes a wide range of search capabilities:
- Quick, one-object search on a small number of fields.
- Filtering search in which you specify match values for fields in multiple, related objects.
- Metric-based search, in which you can use metric functions such as count, sum and average in restricting your search, e.g., finding accounts with at least 3 associated contacts, or finding accounts with total opportunity amount of at least $30,000.
- “Exception” search, where you seek records of one type based on the absence of records of a related type, e.g., opportunities that have no related tasks.
- Quantified search, where you look for records of one type such that all related records of a related type meet a certain condition, e.g., contact records for which all related tasks have a “completed” status. This search is called “quantified” because it uses the quantifiers “all” or “none” for related records.
You can also save your search conditions as named filters. Once you have saved a filter for a particular object (e.g., the Opportunity object), you can reuse it in all of the Opportunity views – the “All records” console view with list and detail, the Tabular view and the Calendar view.
In addition, you can apply a filter you have saved for one object when searching for records in a related object. For example, suppose you have created a filter named Key opportunities, which retrieves the opportunities that amount to at least $25,000 and have more than 10 completed tasks in the last week. You can then apply this filter in the Account object and retrieve all account records that have one or more Key opportunities. We use the term multi-level search to refer to such searches which use filters on related objects.
Quick search
To use the Quick search feature, you simply type a string into the search box at the top of the object’s tab, and type the enter key or click the search icon. You can also choose the fields in which the search will look for a matching value – see the screen shots below.
Filtering search
- What tables and fields are shown in the field chooser?