Slaesforce FAQ

how to edit search page in salesforce

by Claude Blanda Published 2 years ago Updated 2 years ago
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  • 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 available.

Edit Search Layouts
  1. From Setup, in the Quick Find box, type search layouts . ...
  2. Under Objects and Fields, select Object Manager. ...
  3. To edit the layout, from the dropdown menu across from layout,select Edit.
  4. To change what's visible on the page, move fields between Available Fields and Selected Fields. ...
  5. Save your changes.

How to create and edit Salesforce sites?

Create and Edit Salesforce Sites Field Description Active Select when you’re ready to make your si ... Active Site Home Page The landing page that users are directed ... Inactive Site Home Page The landing page that users are directed ... Site Template The template that provides the page layo ... 20 more rows ...

How do I change the default 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 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 edit or delete a page in Visualforce?

From Setup, enter Visualforce Pages in the Quick Find box, then select Visualforce Pages and click the name of a Visualforce page to view its details, including when it was created, when it was last modified, and the Visualforce markup associated with the page. Click Edit to edit existing page markup. Click Delete to delete the page.

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How do I edit global search in Salesforce?

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

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 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.

What is Search page layout in Salesforce?

Search layouts in Salesforce are an ordered group of fields that are displayed when a record is presented in a particular context such as in search results, a lookup dialog, or in a related list.

How do I change the search layout in Salesforce?

Edit Search LayoutsFrom Setup, in the Quick Find box, type search layouts . ... Under Objects and Fields, select Object Manager. ... Edit the layout. ... To change what's visible on the page, move fields between Available Fields and Selected Fields. ... Save your changes.

Where are search settings in Salesforce?

To change your organization's search settings: 1. Go to Customize –> Search –> Search Settings.

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.

Can you add search layout in change set?

Search layouts cannot be included in Change Sets for standard objects as they are part of the object definition.

What is search layout in Salesforce lightning?

In Lightning Experience, you can select Search Layouts for Salesforce Classic. This option lets you easily access layouts for Salesforce Classic without switching out of Lightning Experience. Layouts include: Lookup Dialogs, Lookup Phone Dialogs (for Salesforce CRM Call Center), Search Filter Fields, and Tab.

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:

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