Table of Contents
How do I add a field in global search?
Go to Settings > Administration > System Settings. 2.) From the General tab, scroll down to Select entities for Categorized Search and click Select. The available entities are on the left.
How do I enable a field for global search in Salesforce?
All you need to do is navigate to the object manager, find the object whose search layout you’d like to edit, and then add or remove the fields you’d like to see when you or your users search for records. Salesforce will then show you the layout plus the columns selected to view.
How do I add an object to a global search in Salesforce?
Click Add to add searchable Salesforce objects to your site’s autocomplete results. To edit an object, click the object name. In the edit window, you can change to another type of object and you can mark the object as Publicly available. To select a different object type, click the object name and select from the list.
Which fields are searchable in global search Salesforce?
Here is the guide on searchable field types in using Salesforce global search:All custom auto-number fields and custom fields that are set as an external ID field (you don’t need to enter leading zeros.)All custom fields type: email and phone.All custom fields type: text, text area, long text area, and rich text area.
Can we customize global search in Salesforce?
To allow your users to find a custom object’s records when they search, in Salesforce setup create a custom tab set to Default On or Default Off . Creating a custom tab enables the custom object’s Allow Search setting….Global Search Results.PropertyDetailsAllow search results filteringTo allow search result filtering, check the box.5 more rows
How do I change global search settings in Salesforce?
Managing Salesforce Maps Global Search SettingsOpen the Salesforce Setup menu, and type Installed Packages in the Quick Find search bar.Select Installed Packages, find Salesforce Maps, and click Configure.Select Advanced from the Navigation menu, and click the POI (Global) Search tab to open the Search Settings menu:More items…
How do I control global search in Salesforce?
Global Search Settings in SalesforceGo to Customize –> Search –> Search Settings.Modify the search settings for your organization.Click Save.
How do I create a custom object searchable in Salesforce?
Choose which custom objects your users can search by enabling Allow Search on the custom object setup page. If you don’t need a custom object’s records to be searchable, disable search for that custom object.
How does global search work in Salesforce?
From the global search bar, the secondary field is beneath the record name and next to the object type. For lookups, it’s below the record name but there’s no object type. The secondary field provides context to help you figure out which record is the one you’re looking for.
How do you make a field searchable in Salesforce lightning?
This is what I do in order to be able to search for those records:Create a custom text field, e.g., Account Name Searchable.Check the External Id box.Create a WFR with criteria as “TRUE”Set it to fire every time a record is created or edited.More items…•
How do you implement custom global search in lightning component?
Define a Custom Search ComponentIn the Developer Console, click File | New | Lightning Component.Name the component customSearch and click Submit.Replace the contents of the component with this code. … Save customSearch.
Are lookup fields searchable in Salesforce?
lookup field are searchable.
Salesforce Global Search
The first place a user looks to search is the global search bar, with a search box conveniently located at the top of the screen, regardless of where you are in the Salesforce user interface.
Lookup Search
A lookup search enables a user to search and associate a record to another record using a lookup field. For example, when associating a Contact with an Account, you would use the ‘Account Name’ field to associate the two records together.
Salesforce Search Layouts
It’s important to spend some time understanding what your users want to see when they perform a search in Salesforce. The search layout affects which fields users can view, filter and sort by on the search results page. You can also change the layout for each profile.
List View Search
List views are like fabulous mini-reports and are a great way to access data. Once created, you can also search a list view for a specific record.
Salesforce Einstein Search
Salesforce Einstein Search takes searching in Salesforce to the next level – it’s super smart! Einstein Search discovers and understands your user’s preferences and personalized search results based on geography, ownership, industry, and activity.
Summary
So, there we have it, an overview of the multiple ways to search in Salesforce.
