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.
Full Answer
How do I search for a specific object in Salesforce?
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). You can see on the left which objects have been searched (just like Amazon!).
Are custom object records searchable in Salesforce user interface?
Custom object records are searchable in the Salesforce user interface only if the custom object is associated with a custom tab. Reference: Searchable Fields: Custom Object. 2. User's assigned profiles have appropriate tab settings for the object
How to get the result in global search in Salesforce?
In order to get the result in the global search , you need to create a tab for the custom object .. 1. Your custom object has a custom tab Custom object records are searchable in the Salesforce user interface only if the custom object is associated with a custom tab. Reference: Searchable Fields: Custom Object. 2.
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.
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.
How do I make an object data searchable in global search 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?
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.
Are lookup fields searchable in Salesforce?
lookup field are searchable.
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
What are the examples of objects that can be found using global search in the Salesforce Mobile App?
Global search finds matching records in multiple objects. For example, search for Acme to get results for the Acme account as well as your opportunities for Acme. Or maybe you're not sure if Juliet Capulet was converted to a contact or if she's still a lead. Global search finds her record either way.
What is global search?
a word-processing operation in which a complete computer file or set of files is searched for every occurrence of a particular word or other sequence of characters.
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 configure global search 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 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 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.
What is custom object in Salesforce?
1. Your custom object has a custom tab. Custom object records are searchable in the Salesforce user interface only if the custom object is associated with a custom tab. Reference: Searchable Fields: Custom Object. 2.
How to get the result in the global search?
In order to get the result in the global search , you need to create a tab for the custom object .. 1. Your custom object has a custom tab. Custom object records are searchable in the Salesforce user interface only if the custom object is associated with a custom tab. Reference: Searchable Fields: Custom Object. 2.