Customize the Agentforce Coworker Results and Layout
To make changes to search, result fields, search index fields, or search layout for Data Model Objects (DMOs), go to Search Manager. In Search Manager, configure other search configurations to tailor the search experience.
| REQUIRED EDITIONS, ROLES, AND PERMISSIONS | |
|---|---|
| Available in: | Enterprise, Unlimited, and Agentforce 1 Editions |
| To turn on, configure, or grant access to Agentforce Coworker: | Salesforce Admin Role and Agentforce Coworker Admin Permission Set |
Change Search Results Settings
- On your org setup page, enter Search Manager in the Quick Find box.
- Under Search Manager, click Search Setup.
- Under Configure Search Metadata, select the DMO to modify.
Customize Search Results Layout
- To learn how to use Search Manager, see Customize Search with Search Manager.
- To modify the preview you see when you hover or click search results, edit specific object layouts. To learn how, see Edit Your Search Layout.