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Search Users

Here is the main UI layout which allows you to search for users.

There are two things that decide which users are shown in the list. List View (required) and/or Search Term (optional). See List Views for available list views.

When you open the module, it defaults to Active Internal Users list view with empty search term. It doesn't perform the search yet. You can do one of the following to perform search.

  • Click on the Search button to perform search. This will use the selected list view and search term to perform search.
  • Enter some search term in the Sfdc Search Term input and app will search and show the results as you refine the term. See Search Term for more details.
  • Change the List View to a different one, and the app will perform search with the new list view and search term.
  • You can also enter a valid Sfdc User Id in the search term, and if so, the app will show that user

List Views​

Keep in Mind
  • You can't add Custom List Views yet, and that capability will be added soon

List View named SOQL Query Where Clause. Here are the available ListViews and what they match.

List ViewDescriptionSOQL Condition
Active Internal UsersMatches all Active Users with Salesforce license typeIsActive = true and Profile.UserType = 'Standard'
Active System AdminsMatches all Active System AdminsIsActive = true and Profile.Name = 'System Administrator'
Active Partner UsersMatches all Active Users with Partner license typeIsActive = true and Profile.UserType = 'PowerPartner'
Active Customer UsersMatches all Active Users with CspLitePortal license typeIsActive = true and Profile.UserType = 'CspLitePortal'
Active UsersMatches all Active UsersIsActive = true
All UsersMatches all Users (Active and Inactive)[none]
Not Logged In for 60 DaysMatches all Users who haven't logged in for 60 daysIsActive = true and LastLoginDate < LAST_N_DAYS:60
Inactive UsersMatches all Inactive UsersIsActive = false

Search Term​

Keep in Mind

Search Term is always applied on top of the users matched by the List View. If you think it is not fetching correct users, check the List View and make sure it is the correct one.

Sfdc Search Term does like match on Full Name or Username. You can enter multiple search terms separated by a comma (,), if so it does OR search for those terms. If any of the search term is a valid Sfdc User Id, then it does Equal to Id match.

For ex.,

  • Entering adam with Active Internal Users list view, shows all active internal users with name or email containing adam
  • Entering adam,jack with Active Internal Users list view, shows all active internal users with name or email containing adam or jack
  • Entering adam,005Hp00000hRCZ5IAO with Active Internal Users list view, shows all active internal users with name or email containing adam or Id = 005Hp00000hRCZ5IAO

User Actions​

Once the list of users is displayed, you can take various actions on them. Most of these actions are shown as part of the Right-click menu on the Users List. Check out each of the action details to know more about them.