how to change the column list in salesforce search

Drill down on the object name and select Search Layouts and then Search Results, click dropdown and select Edit. Add the columns you want (move from Available to the Selected fields), arrange their sequence and Save. This should affect the display of the fields/columns in the object tab and any related lists based on the object.

Full Answer

How to add columns to related list in Salesforce?

Goto: Setup->Object Manager-> Select the object-> page layouts -> Edit the page layout you would like to make changes-> scroll down to your related list and click on gear icon (below image) Add the columns you would like to see in the selected fields section (below image). Note that in lightning top4 columns will be displayed in related list.

What is search layout in Salesforce classic?

1) Search Layout: Customize which fields display for users in search results, search filter fields, lookup dialogs, the recent records lists on tab home pages in Salesforce Classic. You can specify a different set of fields to show in each search layout.

How can I see all the channel customers in Salesforce?

From the App Launcher, navigate to the Sales app and select the Accounts tab. From the list view controls (), select New. Name the list Channel Customers. Select All users can see this list view. Click Save. So far, the list view is showing us all the accounts, regardless of their type or location.

What are enhanced related lists in Salesforce?

With Enhanced Related Lists, you can show up to 10 columns, resize and sort your columns, perform mass actions, and wrap text. Where: This change applies to Lightning Experience in Essential, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How do I change the list view columns in Salesforce?

To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove. Order columns by selecting one or more fields from Selected Fields and clicking Up or Down. Click Save.

How do I customize columns in Salesforce?

To edit a column:Double-click the column cell in the data table.Select the field to display. ... Select the display type. ... To create a hyperlink, select Add a hyperlink . ... Select the link type. ... Optionally, enter a tooltip by selecting the required field or clicking Customize to add custom text.More items...

How do I change the search filter in Salesforce?

Required Editions. Select Add Products in the quote line editor, and then select the filter icon to show the search filter box. You can search by Product Code, Product Name, Product Family, and Product Description by default.

How do I edit lookup dialog in Salesforce lightning?

Lightning: Click on Setup | Object Manager | Select your desired object | Search layout | Edit Lookup Dialog | Add the fields from Available box to Selected box and click on Save button.

How do I edit list view in Salesforce?

Edit List View Filters in Salesforce ClassicClick Edit next to the list view name. If you see Clone instead of Edit, you don't have permission to edit this list view. ... In Specify Filter Criteria, change your Filter By Owner selection, if desired. ... Click Save to apply your edited filters to the list view.

How do I edit columns in a data table?

To edit a column:Double-click the column cell in the data table.Select the field to display. ... Select the display type. ... To create a hyperlink, select Add a hyperlink . ... Select the link type. ... Optionally, enter a tooltip by selecting the required field or clicking Customize to add custom text.More items...

How do I change the default search layout in Salesforce?

Edit Search Layouts Under Objects and Fields, select Object Manager. Choose the object that you want to edit, and then select Search Layouts. The default layout on this page also applies to Salesforce Classic.

What is search filter fields in Salesforce?

Search filter fields allow us to filter the records that are retrieved after searching from the search bar.

How do I restore the search layout in Salesforce?

You can access SearchLayouts only by accessing its encompassing CustomObject. For more information, see Customize Layouts for Search Results and Customize Search Layouts for Custom Objects in Salesforce Help.

How do I edit 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

How do I add a list button to a search layout in Salesforce?

To show a custom button, create the custom button and select List Button for the Display Type. Search Layouts in Salesforce Classic : In Salesforce Classic we can define the search results layout in addition to it we can also define available search results filters. Click Edit next to the layout you want to customize.

Where are search settings in Salesforce?

1. Go to Customize –> Search –> Search Settings. 2. Modify the search settings for your organization.

Create a List View

Since users don’t need an admin to create list views for them, Maria’s going to go get some coffee, and we’ll step into the shoes of one of her coworkers, Erin Donaghue. Erin’s a new sales rep for Ursa Major Solar, focusing on channel customers in the United States. She wants to set up a custom list view so she can see only those types of accounts.

Customize a List View

You’ve created a custom list view and added filters, but there’s even more you can do. Erin doesn’t want to see certain columns, and wants to add others. Let’s start there.

Create a List View Chart

List view charts help you visualize your list view data. Erin wants to see which accounts represent the most overall pipeline value, so she’s going to add a chart to the All Opportunities list view. Let’s follow along.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.