Set up a CRM search page so your site visitors can search for CRM records, such as
cases, accounts, leads, opportunities, and knowledge articles, in LWR sites. Visitors can filter
and sort the search results, making it easier to find what they need. You can create and save
search configurations to display only the information you need and apply that configuration to
multiple sites. You can customize the labels, buttons, background and images of the No Results
panel, object navigation panel, and filter panel to compliment your company’s brand.
Required Editions
| User Permissions Needed |
| To create an Experience Cloud site: |
Create and Set Up Experiences |
| To customize an Experience Cloud site: |
- Be a member of the site AND Create and Set Up Experiences
OR
- Be a member of the site AND an experience admin, publisher, or builder in that
site
|
| To publish an Experience Cloud site: |
- Be a member of the site AND Create and Set Up Experiences
OR
- Be a member of the site AND an experience admin or publisher in that site
|
Before you use CRM Search, review these limitations.
- Site visitors can search for any object supported by UI API, except Files.
- Filtering isn’t supported for all data types.
- For cases, the hover functionality isn’t supported for the Subject field.
