Salesforce Content will show in the search results list any or all of the standard fields for the Content object. You can tailor which fields to show by using the Display Options button. However, if you have added custom fields of any type, including lookup fields, these fields can't be selected for display.
What is a lookup field in Salesforce?
When creating a lookup field you are essentially relating the field to another object (e.g, table) for its values. They can be used to lookup a value on related lists, be useful for relating objects for custom report types, or create a relationship for tracking to name a few.
How do I change the location of a field in Salesforce?
You can adjust the field’s location on the page as well what layouts have the field by clicking on Page Layouts in the Object Manager for the object at any time. You can adjust the field’s properties at any time by clicking Fields & Relationships. The Marks Group specializes in helping small businesses do things quicker, better and wiser with CRM.
How do I set up a lookup filter in Salesforce?
Click Show Filter Settings in the Lookup Filter Section. Click in the field box and choose Current Record then the field to filter on (e.g., Technology Partner). Choose equals for the operator and Field for the Value/Field.
How do I create an equal to value in Salesforce?
Choose equals for the operator and Field for the Value/Field. Because we are using a Field as the equal to value, click in the value box and choose Current Lookup then the lookup name and then the AccountID field. Choose if the field will require a value.
How do I change the list view fields in Salesforce?
From the menu of links at the top of the page, click Search Layouts. In the far right of the Search Results column, clickand select Edit. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add.
How do I make fields visible in Salesforce?
Log in to your Salesforce account. Go to Setup. Select Permission sets....To add these and other fields to your Tasks:Go to Setup.Go to Object Manager.Go to Task.Click on Page Layouts and then your Page Layout Name.Add the fields you would like visible in your Tasks, then save:
How do I change the fields displayed in related list?
Customize Related ListsAccess the page layout editor.To edit a related list, double-click its tab. ... Select which fields to include in the related list, define the order in which the fields display, and select the record sort order. ... If desired, select other page layouts to apply your related list customizations to.More items...
How do I customize a field in Salesforce?
Edit Custom FieldsFrom the management settings for the field's object, go to Fields.Click Edit next to the field's name.Modify the field attributes. ... Optionally, define custom help text for the field.For lookup and master-detail relationship fields, optionally define a lookup filter.More items...
How do I hide a field based on another field in Salesforce?
I think you can't hide fields depending on values in other fields. Most user will set up a validation rule (VR) because Salesforce doesn't support this but if you to hide you can only do this by creating custom validation.
Can you hide fields in Salesforce?
All you have to do now is find the field you'd like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release. And you're all set, the field is now hidden from the page layout!
Can you filter a related list in Salesforce?
2) Choose related list on which you want to change or modify filters and click on the wrench icon to open properties. 4) Click on ok and save the page layout. 5) Open the related list and click on filters section and the filters section will show all the filters added as columns in the related list.
How do I add a custom field to a related list in Salesforce?
If you want to add a custom field as a column in the related list, Go to the object on which Your Product's related list is on, then edit the pagelayout -> Edit the relted list -> add the custom field to the selection and save the page layout. Let us know if you find any issue. Glad it helped!
How do I change component visibility in Salesforce?
Using User record to set component visibilityChoose the component in the Lightning Home Page builder and select set component visibility from left panel.Click add filter –> Choose Field –> User –> Choose field required to filter (for Ex: Role)
What are custom fields?
Custom fields are metadata categories that allow to fully describe the type of assets a business manager is storing in a digital library.
What is custom fields in Salesforce?
Fields you create on standard or custom objects are called custom fields. You can create a custom field on the Contact object to store your contacts' birthdays. Identity, system, and name fields are standard on every object in Salesforce. Each standard object also comes with a set of prebuilt, standard fields.
How do you display object fields in lightning component?
Use the lightning-output-field component in lightning-record-view-form to display the value of a record field on a Salesforce object. Use the field-name attribute to specify the API field name.