The bad news. Unfortunately, the following types of fields cannot be searched in Salesforce: Date (this includes Birthdate)
Full Answer
How to validate date of birth in Salesforce without any code?
In Salesforce, we can handle this without writing any code by using a salesforce validation rule for date of birth fields. There are a few ways to do this. You can check that the date of birth is before a specific year. For example, we can check if a birthdate happened after 2010, which at the time of writing would be the user is 11 years old.
How to search for a data in Salesforce?
To search for a data we have three different options in salesforce. Global Search (With chatter enabled). Sidebar Search (With Chatter disabled). Advanced Search (with Chatter disabled).
How to check the date of birth of a user?
You can check that the date of birth is before a specific year. For example, we can check if a birthdate happened after 2010, which at the time of writing would be the user is 11 years old. On the account object, we have a field called Date Of Birth, this field is a Date field and used to capture a user's Date of birth.
What types of fields cannot be searched in Salesforce?
Unfortunately, the following types of fields cannot be searched in Salesforce: **Advanced Admin Hack! For those of you who absolutely HAVE to be able to search by values in a picklist, try this hack. Create a text field to hold the value in the picklist. Create a workflow or process that fires every time the record is edited.
How do I create a birthday field in Salesforce?
Send Birthday Greeting Using Salesforce FlowGo to object manager.Go to Contact Object.Go to Fields and relationship.Click new.Select data type Formula.Select return type and text and name the field “Birthday Month”The Syntax will be = “TEXT(MONTH( Birthdate ))”This field is not required on Page layout.More items...•
How do I make records searchable in Salesforce?
Select one to go right to the record. As you type, the list updates with suggested matches and search options....Required EditionsSearch across all searchable objects (1). ... Search within the current object you're on (2).Select a suggested record and go directly to the record (3).
Can you search by address in Salesforce?
Using the Search bar in the top right corner of the map, you can search for any physical address, Google Place, or Salesforce records that have been set up for mapping.
How do I add years to a date in Salesforce?
First, a few tips.Tip One: In a formula, if you want to add a certain number of days to a given date, just use the plus operator. ... Tip Two: You can use the MONTH(), DAY(), and YEAR() formula functions to get the various parts of a date. ... Tip Three: You can use the DATE() formula function to create a date value.
Which 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
What field types are searchable in Salesforce?
All custom fields of type text, text area, long text area, rich text area, email, and phone.
How do I search in Salesforce?
0:002:50Search in Salesforce (Lightning Experience) - YouTubeYouTubeStart of suggested clipEnd of suggested clipRecord he clicks into the search box at the top of the page. When he does he sees a list of the fiveMoreRecord he clicks into the search box at the top of the page. When he does he sees a list of the five items he's used most recently he doesn't see Jason in the list. So he begins typing his name as.
How do I use a lookup field in Salesforce?
To add a LookUp field based on the value of another field:Click on SetUp (Gear Icon) and then click on the Object Manager.Click on the object you will be adding the Look Up field to. ... Select Fields & Relationships and then click the New.Select Lookup Relationship from the Data Type list and click Next.More items...•
How do I search a field in Salesforce?
If you want to search for a specific field you can use the "Search Setup" from the Setup page. (Setup > Search box at top). This tool searches across all objects. If you want a more exhaustive list of all metadata you can use Workbench (https://workbench.developerforce.com).
How do I use the date function in Salesforce?
Use the functions DAY( date ) , MONTH( date ) , and YEAR( date ) to return their numerical values. Replace date with a value of type Date (for example, TODAY() ). To use these functions with Date/Time values, first convert them to a date with the DATEVALUE() function. For example, DAY( DATEVALUE( date/time )) .
How do I use Timevalue in Salesforce?
To convert a string to a Date/Time value, use DATETIMEVALUE() passing in a string in the format “YYYY-MM-DD HH:MM:SS”. This method returns the Date/Time value in GMT. This function returns the time in the format “HH:MM:SS.MS”. Date and Date/Time values are stored in GMT.
How do I extract date from datetime in Salesforce?
Use the DATEVALUE( date/time ) function to return the Date value of a Date/Time. For example, to get the year from a Date/Time, use YEAR( DATEVALUE( date/time ) ) ) . You can convert a Date value to a Date/Time using the DATETIMEVALUE( date ) function.
What is Salesforce Global Search?
Global Search in Salesforce is available at the right top of the application. Here we can search data across our organization. Global search is available only when chatter is enabled.
What is Sidebar Search?
Sidebar search is available on the sidebar only when the chatter is disabled. We can convert sidebar search into advanced search.
