Slaesforce FAQ

can you pin search in salesforce lightning

by Reese Romaguera Published 2 years ago Updated 2 years ago
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As per my knowledge there is no such way to do in lightning. Because lightning is SPA which calls server only when needed and loads specific component in a seperate iframe. In this case the search area is laoded internally without loading the whole page.

In Lightning Experience, you can't pin objects, but you can see search results, which are sorted by relevance. You also see Top Results on the left side of the results page. Top results are prioritized for your most frequently used objects and include objects commonly associated with the search term.

Full Answer

Can you sort fields in Salesforce Lightning?

For sortable objects, all visible fields can be sorted. The secondary field applies only to search results in Lightning Experience for instant results, which includes recent items. The field appears beneath the record name, and it provides context to help users figure out whether the record is the one they’re looking for.

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.

What is the secondary field in Salesforce lightning experience?

The secondary field applies only to search results in Lightning Experience for instant results, which includes recent items. The field appears beneath the record name, and it provides context to help users figure out whether the record is the one they’re looking for.

Why can't I find my record in lightning experience?

Adding the account name also works for record suggestions in Lightning Experience instant results. Check your spelling and make sure you enter the complete search term. If you recently created or updated the record, wait a few minutes for the record to be made searchable. If you can’t find your record after 15 minutes, contact your admin.

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How do I pin tabs in Salesforce lightning?

Update from SalesforceIn the navigation menu, select "Home".Hold down the control key (on a PC) or the command key (on a Mac).While holding down control, click on "Home" at the top (the selected navigation item). ... Click the tab menu (dropdown arrow) on the "Home" workspace tab.Select "Pin Tab".

How do I pin an object in Salesforce?

1:021:59Pin Objects in Classic to Improve LEX Search Results | SalesforceYouTubeStart of suggested clipEnd of suggested clipSearch similar to lightning on the left side we have a list of objects. And on the right side theMoreSearch similar to lightning on the left side we have a list of objects. And on the right side the search results we'll pin the report object by hovering over it and clicking the pin.

How do I set up 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 do I customize global search in Salesforce?

Global Search ResultsSelect the Global Search component.In the property editor, configure properties for the component: Property. Details. Search Term. The system supplies this search term to search across the site. Show the All results tab. To show search results in one list under All, check the box.

Can you pin notes in Salesforce?

Required Editions When you select that object, the pinned list view loads as the default list view. icon indicates a pinned list. To pin a different list, select a different list view and pin it instead. Note Pinned lists are per user and don't sync between browsers.

How do I lock a list view in Salesforce?

You may follow the below steps:Click affected Object tab.Click Edit beside the List View.Under "Restrict Visibility" | Check if the List View is: Visible to certain groups of users. Or. ... Make the List View Visible to all users (Includes partner and customer portal users)Click Save.

How do I create a search layout in Salesforce lightning?

Lightning: Click on Setup | Object Manager | Select your desired object | Search layout | Edit Search layout | Add the fields from "Available box to Selected box" and click on Save button. For more details see Customize Search Layouts.

How do you make a field searchable in Salesforce lightning?

Choose Use a formula to set the new value and then click Show Formula Editor and select the "Insert Field" button to locate and select the desired field that you would like to make searchable. See Calculate Field Values With Formulas and Considerations for Field Update Actions for additional details.

How do I assign a search layout 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 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.

How do I create a search bar in Salesforce?

Step 2: Create the SearchBar ComponentIn the Developer Console, click File > New > Lightning Component. Specify SearchBar as the bundle name and click Submit.Implement the component as follows: What is global search bar in Salesforce?

Global Search allows you to search for any records that are marked as searchable in your Salesforce org. You can choose to search the entire database, or you can filter by object in case your result set is too large otherwise.

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.

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