How to change lookup field to text field?
You can't change Lookup relationship to text. I would suggest you to take back up of values of the lookup field and create new text field and update the existing data to the text field.
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.
Is it possible to change field type in Salesforce?
As per documentation of salesforce there are limitation of changing field type in Salesforce. Relationships You can convert relationship fields to nonrelationship fields and vice versa, but only on external objects.
How to change lookup relationship to text?
Lookup relationship can only be converted into relationship data type. The only exception to this is external Object. You can't change Lookup relationship to text. I would suggest you to take back up of values of the lookup field and create new text field and update the existing data to the text field.
How do I edit 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.
How do I change a lookup field label in Salesforce?
From setup, Navigate to App Setup -> Customize -> Tab Names and Labels -> Rename Tabs and Labels. No, you can just click next and go to the fields. Hope it helps.
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.
What is lookup window 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 you change a field label?
Renaming Standard Field Labels Go to Build > Customize > Tab Names and Labels > Rename Tabs and Labels. Click Edit to the left of the Standard Object Name. Note the Next button in the lower right. You can click that to go right to rename the fields without touching the name of the object itself.
How do I change the tab label in Salesforce?
Go to Setup-->Customise-->Tab Names and Labels click --> Rename Tabs and Labels you will get all the objects of your instance. Go to the object whoes name you want to change . click EDIT and change the Plural name and give the name what you want to display on the tab.
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.
What is lookup dialogs in Salesforce?
Lookup Dialogs When you click on a lookup field in Salesforce, a popup window appears that allows you to select records that you want to associate to your current record. For standard objects, Salesforce has pre-selected the fields that are displayed. For custom objects, you get to see only the record name.
How do I add a search layout in Salesforce?
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 do I add a lookup field in Salesforce search?
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.
How do I use a lookup field in Salesforce?
To add a LookUp field based on the value of another field:Click on SetUp (Gear Icon) and then click on the Object Manager.Click on the object you will be adding the Look Up field to. ... Select Fields & Relationships and then click the New.Select Lookup Relationship from the Data Type list and click Next.More items...•
What is lookup filter in Salesforce?
Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.