how to edit fields in search results 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.
• Edit the Search Results layout. Choose which fields appear in search results for global search and lookup search, and which fields can be filtered, if ...

Full Answer

How do I create profile-specific search results in Salesforce?

Select which fields users can see, filter on, and sort by on the search results page. You can also choose which field is shown as the secondary field in instant results. Finally, you can create profile-specific layouts for unique profiles in your org.

How do I change the default search layout in Salesforce?

NOTE The default layout applies to Lightning Experience and Salesforce Classic. 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.

How do I edit the search results layout?

Edit the Search Results layout. Choose which fields appear in search results for global search and lookup search, and which fields can be filtered, if available. The fields that you put in the search results layout can be filtered and sorted, but these actions don’t apply to all objects and fields. However, not all objects and fields are supported.

How do I add a search field to a custom object?

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. Unfortunately that doesn't change the fields that are searched via a look up button.

How do I change the search 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 add a field to a search result in Salesforce?

To add more field column when using Global Search for any record search, Below are the steps: Classic: Click on Setup | Customize | Select your desired object | Search layout | Edit Search layout | Add the fields from "Available box to Selected box" and click on Save button.

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 edit global search in Salesforce?

You can Enable Global Search from Set up --> Customize --> Search --> Search Settings.

How do I create a custom field in Salesforce searchable?

Make additional fields searchableCreate a custom text field on the object that you're searching records. ... Create a workflow rule with the following criteria to update your custom text field with the value that you wish to search for. ... Add Workflow Action | New Field Update using the following criteria.

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.

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...

What fields are searchable in Salesforce?

The types of records you can search vary according to the edition you have. Not all objects and fields are searchable, so reference the table to determine which records you can find with Salesforce search....Required Editions.ObjectFieldsActivity TimingId NameAction CadenceId NameAd Creative Size TypeId Name112 more rows

What is Einstein search in Salesforce?

Einstein Search gives the global search bar more power and intelligence right from the first click. Work faster, complete tasks directly from the search results, and get results that are most relevant to you.

How does Salesforce global search work?

From the global search bar, the secondary field is beneath the record name and next to the object type. For lookups, it's below the record name but there's no object type. The secondary field provides context to help you figure out which record is the one you're looking for.

What is global search bar in Salesforce?

Global Search allows you to search for any records that are marked as searchable in your Salesforce org. You can choose to search the entire database, or you can filter by object in case your result set is too large otherwise.

How do I use global search in Salesforce?

0:092:33How to use Global Search in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhether it's a phone number email address any part of a portion of a text string that's a searchableMoreWhether it's a phone number email address any part of a portion of a text string that's a searchable. Field you'll be able to type in a value here and it should pop. Up in the search. Screen.

Edit Search Layouts

From Setup, in the Quick Find box, type search layouts. The left pane dynamically changes to show the search layout options.

Filtering and Sorting Search Results

The fields that you put in the search results layout can be filtered and sorted, but these actions don’t apply to all objects and fields. However, not all objects and fields are supported.

The Secondary Field in Search Results

As you type in the search box, your global and lookup search results show a secondary field below the record name. The secondary field provides context to help users figure out whether a record is the one they’re looking for. The secondary field is the first eligible field in the search layout.

Change Which Actions Buttons Users See

The page-level actions that appear in the object’s record page also appear in record previews and the recommended result. To change which action buttons show, edit the page layout for an object. Any changes you make also affect other places where action buttons appear.

Change Which Related List Quick Links Users See

Users can change which Related List Quick Links show in their record previews and the recommended result. Changes also affect their record pages. Users can find these instructions by hovering over the icon next to the Related List Quick Links header.

How to configure search layouts 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.

What is secondary field in Google Docs?

The secondary field is the first available field in the search layout, as long as it’s supported as a secondary field. You order the list of fields in the search layout, but you don’t choose the secondary field. Only certain types of fields are supported as secondary fields:

What are secondary fields?

Only certain types of fields are supported as secondary fields: Supported fields: short-text, phone numbers, and numbers. For objects that have an auto-number field as the name field, such as cases, the name field is the secondary field.

What is secondary field in Lightning Experience?

The secondary field applies only to search results in Light ning Experience for instant results, which includes recent items. The field appears beneath the record name, and it provides context to help users figure out whether the record is the one they’re looking for.

Search Results

When you perform a search in Cirrus Insight, your search results will show the record owner and the first four fields (that are filled with data) from the record's page layout.

List Views

The above process will be what you’ll need to do for the Search feature in Cirrus and any lookup fields in which the Salesforce API uses the search function. However, if you’re looking at a list of items elsewhere, the process is a bit different.

Related Lists

Lastly, when you’re looking at at Related List or adding an email to Salesforce using the Add to Salesforce feature, the fields you’ll see are dependent on the columns you see in that related list.