To expand the search to other objects in Salesforce Classic, click Search All at the bottom of the list of objects in the left column within search results. If you don't see the 'Search All' option, global search doesn't have enough information about which objects you use, and results already include all objects.
- From Setup, in the Quick Find box, type search layouts . ...
- Under Objects and Fields, select Object Manager. ...
- To edit the layout, from the dropdown menu across from layout,select Edit.
- To change what's visible on the page, move fields between Available Fields and Selected Fields. ...
- Save your changes.
How do I search for specific objects in Salesforce classic?
To expand the search to other objects in Salesforce Classic, click Search All at the bottom of the list of objects in the left column within search results. If you don't see the 'Search All' option, global search doesn't have enough information about which objects you use, and results already include all objects.
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.
How do I create a search layout in Salesforce?
To configure search layouts: From Setup, select Object Manager, then select an object in the list. In the left pane, select Search Layouts. If Search Layouts isn’t available, the object isn’t searchable, or you can’t customize the search layout. To configure Salesforce Classic layouts, select Search Layouts for Salesforce Classic.
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.
How do I search all objects in Salesforce?
To expand the search to other objects in Salesforce Classic, click Search All at the bottom of the list of objects in the left column within search results. If you don't see the 'Search All' option, global search doesn't have enough information about which objects you use, and results already include all objects.
How do I filter search results in Salesforce?
To see filtering options, click the object's name in the sidebar (1). Search results update as you apply filters. See which filters are applied above the results (2). To remove a filter, click Clear (3).
How do I refine a search result in Salesforce?
Use Show Filters, if available, to filter your search results....Here are easy things you can do to quickly get on the right search track.Limit the number of results by entering more specific search terms. ... Searching for a specific contact or opportunity? ... Enter the complete search term.Check your spelling.More items...
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 view fields in Salesforce?
From the object management settings for the object whose fields you want to view, go to Fields.Click the field label.To modify a custom field, add custom help text, or change the data type, click Edit.More items...
How do I customize search layouts in Salesforce?
Edit Search LayoutsFrom Setup, in the Quick Find box, type search layouts . ... Under Objects and Fields, select Object Manager. ... To edit the layout, from the dropdown menu across from layout,select Edit.To change what's visible on the page, move fields between Available Fields and Selected Fields. ... Save your changes.
How can you refine search results in lightning experience?
To sort search results, click the field name at the top of the columns or use the sort dropdown menu. To change the sort direction, click the field name or the arrow in the column header. If the search layout includes all non-sortable fields, the sort dropdown menu is disabled.
How do I add an object to a global search in Salesforce?
Click Add to add searchable Salesforce objects to your site's autocomplete results. To edit an object, click the object name. In the edit window, you can change to another type of object and you can mark the object as Publicly available. To select a different object type, click the object name and select from the list.
How do I create a search layout in Salesforce lightning?
Go to Setup -> Build -> Customize -> Account -> click “SearchLayout” you will navigate to below screen. Then click on which type of layout you want to modify & move the available fields to selected fields. See the below screen for reference.
How are search results ordered?
The search engine uses a couple factors to prioritize objects. Frequency prioritizes objects that you use most often. Search term prioritizes objects that are commonly associated with a search term. For example, a person's name is more commonly associated with contact or user objects.
What is the use of search layout in Salesforce?
Search layouts allow us to customize the fields both standard and custom that are displayed in various results lists. It is worth the time to customize, as it can improve productivity by ensuring that the most useful fields are displayed in the search results.