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 make a specific field searchable?
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 on other fields in my custom objec?
I want to be able to search on other fields in my custom objec Would be interested to hear from others who have overcome the same issue. Navigate to your custom object detail page, and scroll down to spot search layouts section. Here you edit the search layouts to include the fields that you want to search. Thanks.
What is global search in Salesforce?
When a user search for a value, for records containing that value, the global search result will include those records, even the field contained for the search value is exist in a field that is not visible for that user, because of the field-level security setting.
Is it possible to create custom text fields for search?
Since fields of type Text are always indexed for search, an administrator may consider creating a custom text field and populating it with a value or data contained in another field (that's not indexed by default) via a workflow rule and field update.
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...•
What fields are searchable in Salesforce?
Not all objects and fields are searchable, so reference the table to determine which records you can find with Salesforce search....Required Editions.ObjectFieldsAccount ForecastNameAccount Product ForecastId NameAccount Product Period ForecastId NameAction VisibilityAccountId ContactId HealthScoreId Id Name105 more rows
Can formula field be searchable Salesforce?
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.
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.
How do I enable search in Salesforce?
To confirm, go to Setup, check the object's settings and look for 'Allow Search. ' The checkbox beside it should be checked, indicating it is enabled for Users to search its records.
How do I make an 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.
Are custom fields searchable in Salesforce?
A custom object that's associated with a custom tab is searchable by default, even if users don't add the tab for display. By default, search is disabled for new custom objects. Admins enable Allow Search when setting up new custom objects.
Are picklist fields searchable in Salesforce?
You cannot search using picklist values, because picklist values are indexed as 0,1,2 in the backend. Creating a formula field will also not work since they are not searchable as well.
What is lookup field in Salesforce?
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 add a field to 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.
Which objects and fields are searchable in lightning experience?
Learn which objects and fields are searchable using Lightning Experience global search and lookup search....Required Editions.ObjectFieldsAccount Product Period ForecastId NameAction VisibilityAccountId ContactId HealthScoreId Id Name113 more rows
Are long text fields searchable in Salesforce?
"Text Area (Long)" field defaults to 32,000 characters. Any information stored in a Text area long field can only be searched in the first 1000 characters. Most people are not aware of this severe limitation with Salesforce.
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.
What Are Searchable Attributes?
Brandon Wilson, Cloud Kicks merchandiser, wants to take a look at searchable attributes to help improve the shopper experience. He wants to create searchable attributes for both products and content, and needs to figure out the best approach.
Boost Factor
Brandon can assign a boost factor to increase or decrease the importance of the attribute to the search results.
Autocorrect
Searchable attribute values use autocorrection and autocompletion by default. If, for example, the searchable attribute color is enabled for autocorrection, in a search, all the color names are corrected and completed. Be careful if you use this, however.
What Are the Caveats?
Brandon is glad to know that the searchable attributes he selects won’t affect the attributes he selects for search refinement or sorting rules. However, the boost factor he selects for a searchable attribute affects the sort order if he creates a sorting rule that uses text relevance as a sorting criterion.
Configure Searchable Attributes
Brandon is now ready to configure searchable attributes. Here’s how he does it.
Create Attributes First
The attributes Brandon wants to configure as searchable must already exist in the system. That means they must be the attribute of a system object, namely, the product, catalog, or content system object. His storefront already includes the product and category attributes he wants to use; but it doesn’t have the content attribute.
Troubleshoot Search Results
Brandon’s configured every search setting and feature available, and sometimes runs into problems with his search results. When that happens, he takes a look at everything from queries and indexes to see how his products are configured. Here are some troubleshooting tips he’s happy to share.