Drill down on the object name and select Search Layouts and then Search Results, click dropdown and select Edit. Add the columns you want (move from Available to the Selected fields), arrange their sequence and Save. This should affect the display of the fields/columns in the object tab and any related lists based on the object.
- In the object’s search results related list, click My Columns (Administrators click Customize | My Columns).
- To choose columns, use Add and Remove. …
- To reorder columns, use Up and Down.
- Click Save.
Table of Contents
How do I change the default search layout in Salesforce?
NOTE The default layout applies to Lightning Experience and Salesforce Classic. To configure search layouts: From Setup, select Object Manager, then select an object in the list. In the left pane, select Search Layouts. If Search Layouts isn’t available, the object isn’t searchable, or you can’t customize the search layout.
How do I create profile-specific search results in Salesforce?
Select which fields users can see, filter on, and sort by on the search results page. You can also choose which field is shown as the secondary field in instant results. Finally, you can create profile-specific layouts for unique profiles in your org.
How to add columns to related list in Salesforce?
Goto: Setup->Object Manager-> Select the object-> page layouts -> Edit the page layout you would like to make changes-> scroll down to your related list and click on gear icon (below image) Add the columns you would like to see in the selected fields section (below image). Note that in lightning top4 columns will be displayed in related list.
What layouts are available in lightning experience for Salesforce classic?
In Lightning Experience, you also can access layouts for Salesforce Classic. To customize layouts for Salesforce Classic, use Search Layouts for Salesforce Classic (2). These layouts are only for Salesforce Classic and include the Lookup Dialogs, Lookup Phone Dialogs, and Search Filter Fields layouts.
How do I customize search layouts in Salesforce?
Edit Search LayoutsFrom Setup, in the Quick Find box, type search layouts . … Under Objects and Fields, select Object Manager. … To edit the layout, from the dropdown menu across from layout,select Edit.To change what’s visible on the page, move fields between Available Fields and Selected Fields. … Save your changes.
How do I customize columns in Salesforce?
To edit a column:Double-click the column cell in the data table.Select the field to display. … Select the display type. … To create a hyperlink, select Add a hyperlink . … Select the link type. … Optionally, enter a tooltip by selecting the required field or clicking Customize to add custom text.More items…
How do I change the list view columns in Salesforce?
To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove. Order columns by selecting one or more fields from Selected Fields and clicking Up or Down. Click Save.
What fields are searchable in Salesforce?
The types of records you can search vary according to the edition you have. Not all objects and fields are searchable, so reference the table to determine which records you can find with Salesforce search….Required Editions.ObjectFieldsActivity TimingId NameAction CadenceId NameAd Creative Size TypeId Name112 more rows
How do I edit columns in a data table?
To edit a column:Double-click the column cell in the data table.Select the field to display. … Select the display type. … To create a hyperlink, select Add a hyperlink . … Select the link type. … Optionally, enter a tooltip by selecting the required field or clicking Customize to add custom text.More items…
How do I show fields in Salesforce?
Fields in the Account Standard Fields list that display with a person account icon….From the object management settings for the object whose fields you want to view, go to Fields.Click the field label.To modify a custom field, add custom help text, or change the data type, click Edit.More items…
How do I customize list view in Salesforce?
Create a Custom List View in Salesforce ClassicClick Create New View at the top of any list page or in the Views section of any tab home page. … Enter the view name. … Enter a unique view name. … Specify your filter criteria. … Select the fields you want to display on the list view. … Click Save.
How do I change the list view in Salesforce?
Edit List View Filters in Salesforce ClassicClick Edit next to the list view name. If you see Clone instead of Edit, you don’t have permission to edit this list view. … In Specify Filter Criteria, change your Filter By Owner selection, if desired. … Click Save to apply your edited filters to the list view.
How do I change the default list view in Salesforce?
When you click on the “Leads” tab, by default, you will see your “Recently Viewed” records. If you want to change the view that you’re looking at, just click on the dropdown arrow next to “Recently Viewed”, and select the view you’d like to see on your screen.
How do I customize global search in Salesforce?
You can Enable Global Search from Set up –> Customize –> Search –> Search Settings. To Search only Opportunity’s Owner field. And in Selected Fields column, add Owner Name field.
How do I create a custom field in Salesforce searchable?
Make additional fields searchableCreate a custom text field on the object that you’re searching records. … Create a workflow rule with the following criteria to update your custom text field with the value that you wish to search for. … Add Workflow Action | New Field Update using the following criteria.
How do I change the search results in Salesforce?
Edit Search LayoutsFrom Setup, in the Quick Find box, type search layouts . … Under Objects and Fields, select Object Manager. … Edit the layout. … To change what’s visible on the page, move fields between Available Fields and Selected Fields. … Save your changes.
How to configure search layouts in Salesforce?
To configure search layouts: From Setup, select Object Manager, then select an object in the list. In the left pane, select Search Layouts. If Search Layouts isn’t available, the object isn’t searchable, or you can’t customize the search layout. To configure Salesforce Classic layouts, select Search Layouts for Salesforce Classic.
What is secondary field in Google Docs?
The secondary field is the first available field in the search layout, as long as it’s supported as a secondary field. You order the list of fields in the search layout, but you don’t choose the secondary field. Only certain types of fields are supported as secondary fields:
What are secondary fields?
Only certain types of fields are supported as secondary fields: Supported fields: short-text, phone numbers, and numbers. For objects that have an auto-number field as the name field, such as cases, the name field is the secondary field.