Salesforce – Global Search on Lookups Currently, lookup fields are not part of the standard indexing for custom objects, so they are not a searchable field (See here a list of all field types for each object that are searchable). As a workaround we will create some fields and auto-populate them with a process builder when the record is saved.
What are the different types of search fields in Salesforce?
Searchable Fields: Self-Service User Searchable Fields: Party Consent Searchable Fields: Feed Post Searchable Fields: Salesforce CRM Content Searchable Fields: WDC Feedback Searchable Fields: D&B Company Searchable Fields: Quote Searchable Fields: Opportunity
What is global search in Salesforce?
Salesforce global search is a robust search feature that allows you to search almost every field in every record of Salesforce. Read on for some tips and tricks on how to use global search so you can find what you’re looking for faster. Give it a minute.
How to set up lookup filter fields in Salesforce?
Choose Lookup Filter Fields of the object. Setup -> App Setup -> Customize -> Accounts -> Search Layouts -> 'Edit' of Lookup Filter Fields -> choose fields you want to use for filtering. I did the same.
How do I search for a specific text in Salesforce?
After a record is created or updated, you may need to wait a few minutes for the new text to be indexed and become searchable. Use Search All on the left. You may need to select “Search all objects” – by default Salesforce will search frequently accessed objects (meaning objects YOU recently or frequently view and edit).
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.
Are lookup fields searchable in Salesforce?
lookup field are searchable.
How does lookup search work Salesforce?
Lookup Search 101. In Salesforce, lookup fields allow users to associate two records together in a relationship. For example, a user can associate a contact record to an account record using the Account Name lookup field. When users edit a lookup field, they need to find the right record to associate.
How do I make a field searchable in global search Salesforce?
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 search a lookup field in Salesforce?
Specify Lookup Search Filter FieldsFrom the management settings for an object, go to Search Layouts.For the Lookup Filter Fields layout, click Edit.Use the arrows to add or remove fields from the layout and to define the order in which the fields display. ... Click Save.
What is the purpose of a lookup field in Salesforce?
Lookup fields allow you to associate two records together in a relationship. For example, a contact record includes an account lookup field that associates the contact with its account.
How do I query lookup fields in Salesforce SOQL?
Go into your setup->customize_opportunity->fields scren and click on the name of the field that is the lookup. On that field detail screen, you will see a field named "Child Relationship Name". This is the name you need to append __r to and use in your query.
How do I add a lookup field in search?
To add more field column when using Global Search for any record search, Below are the steps: Classic: Click on Setup | Customize | Select your desired object | Search layout | Edit Search layout | Add the fields from "Available box to Selected box" and click on Save button.
What is a lookup field?
A lookup field is a field in a table whose value is retrieved from another table or query. Whenever possible, you should use the Lookup Wizard to create a lookup field. The Lookup Wizard simplifies the process and automatically populates the appropriate field properties and creates the appropriate table relationships.
How does global search work in Salesforce?
Global Search gives you results by keeping record of which objects you use, how frequently you use them and arranges the search results based on that information. This means that the records you most frequently search on and view are shown at the top of the list.
How do I make a field not searchable in Salesforce?
What are the ways to make custom text field non searchable in salesforce global search?Only thing that comes to mind is to make it an encrypted text field. That makes it unsearchable. ... You can make use of formula type where this type can't be searchable... – Kiran Mutturu.
Are formula fields searchable?
Unfortunately, the Salesforce search function does not currently search formula fields and we would like to have this functionality added. It seems intuitive that, if you enter a value in the search box, it should search the entire database, including customer formula fields.
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.
