Slaesforce FAQ

how to make a custom field searchable in salesforce

by Gilda Dickinson DVM Published 2 years ago Updated 2 years ago
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Choose Use a formula to set the new value and then click Show Formula Editor and select the "Insert Field" button to locate and select the desired field that you would like to make searchable. See Calculate Field Values With Formulas and Considerations for Field Update Actions for additional details.

Choose Use a formula to set the new value and then click Show Formula Editor and select the "Insert Field" button to locate and select the desired field that you would like to make searchable. See Calculate Field Values With Formulas and Considerations for Field Update Actions for additional details.

Full Answer

How do I make a specific field searchable?

Choose Use a formula to set the new value and then click Show Formula Editor and select the "Insert Field" button to locate and select the desired field that you would like to make searchable. See Calculate Field Values With Formulas and Considerations for Field Update Actions for additional details.

Is it possible to create custom text fields for search?

Since fields of type Text are always indexed for search, an administrator may consider creating a custom text field and populating it with a value or data contained in another field (that's not indexed by default) via a workflow rule and field update.

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.

How to add search filter fields to custom object?

Thanks for your advice. If you enable Enhanced Search for your custom object (Customize | Search Settings), you will then see "Lookup Filter Fields" on the custom object detail page under "Search Layouts".

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Are custom fields searchable in Salesforce?

A custom object that's associated with a custom tab is searchable by default, even if users don't add the tab for display. By default, search is disabled for new custom objects. Admins enable Allow Search when setting up new custom objects.

Which 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

How do I make a field searchable in list view?

You can search for records in a list view using the list view search box. Click the search box or use the keyboard shortcut g+f, and then enter your query. The list view search looks at all searchable fields even if the corresponding columns aren't shown in the list view.

Can formula field be searchable Salesforce?

Unfortunately, the Salesforce search function does not currently search formula fields and we would like to have this functionality added. It seems intuitive that, if you enter a value in the search box, it should search the entire database, including customer formula fields.

How do I enable search in Salesforce?

To confirm, go to Setup, check the object's settings and look for 'Allow Search. ' The checkbox beside it should be checked, indicating it is enabled for Users to search its records.

How do I search a field in Salesforce?

If you want to search for a specific field you can use the "Search Setup" from the Setup page. (Setup > Search box at top). This tool searches across all objects. If you want a more exhaustive list of all metadata you can use Workbench (https://workbench.developerforce.com).

Are picklist fields searchable in Salesforce?

You cannot search using picklist values, because picklist values are indexed as 0,1,2 in the backend. Creating a formula field will also not work since they are not searchable as well.

How do you use a lookup field in a formula field?

0:366:39How To Use a Formula Field to Capture a Lookup Field - YouTubeYouTubeStart of suggested clipEnd of suggested clipSearch for the object you're going to use. And find it in the list but one way or the other get toMoreSearch for the object you're going to use. And find it in the list but one way or the other get to the object manager. And get to the object. You want to create the formula.

How many types of lookups are there in Salesforce?

Therefore, two special types of lookup relationships are available for external objects: external lookups and indirect lookups. See ”External Object Relationships” in the Salesforce Help for details.

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.

What is advanced search in Salesforce?

Salesforce Advanced Search Plugin. Salesforce Advanced Search plugin works in both Classic and Lightning: i) Search any keyword, text or field api name used anywhere in below Salesforce Components, in the result section plugin shows the total number of files where keyword has been used in different components.

Does SOSL search formula fields?

While it looks to be undocumented, formula fields do not appear to be supported by SOSL. The search() call searches most objects (including custom objects) and text fields to which you have access.

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