Salesforce Dynamic Search

Data driven search utility

Overview

A search utility that allows admins to create search pages, define filter criteria and search results without writing any code.

Package deployment to a scratch org

  1. Create a scratch org
sfdx force:org:create -f <scratch org definition json> -a dynamicSearch
  1. Install the package in a scratch org
sfdx force:package:install --package 04t3m000002NPDLAA4 -k BananaMonkey@21 -u dynamicSearch
  1. Assign permission set to user
sfdx force:user:permset:assign --permsetname Dynamic_Search_User --targetusername dynamicSearch

Testing the package in a scratch org

  1. Setup test data

You can use the sample Account data available here

sfdx force:data:import -p test/demo-Account-plan.json -u dynamicSearch
  1. Open the scratch org
sfdx force:org:open -u dynamicSearch

  1. Setup search page data

    a. Navigate to ‘Dynamic Search Config’ from the App Launcher

    Navigation

    b. Click ‘New’ under Query details and setup page data. For example:

    Query Detail

    c. From Related tab enter Query filter/s

    Query Filter Name

    Query Filter Year

    d. Navigate to Detail section and click on ‘Search Page Link’

    Page Link

    e. Search Page

    Search Page

References

Breaking runtime dependency

Apex dependency injection