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.
- Create 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.
Can you sort fields in Salesforce Lightning?
For sortable objects, all visible fields can be sorted. The secondary field applies only to search results in Lightning 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.
What is the secondary field in Salesforce lightning experience?
The secondary field applies only to search results in Lightning 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.
What layouts are available in lightning experience for Salesforce classic?
In Lightning Experience, you also can access layouts for Salesforce Classic. To customize layouts for Salesforce Classic, use Search Layouts for Salesforce Classic (2). These layouts are only for Salesforce Classic and include the Lookup Dialogs, Lookup Phone Dialogs, and Search Filter Fields layouts.
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.
Can I search on a field in Salesforce?
If you are simply wanting to search for a specific field you can use the "Search All Setup" tool from the Setup page. (Setup > Search box in top left corner). This tool searches across all objects.
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.
Which objects and fields are searchable in lightning experience in Salesforce help?
Learn which objects and fields are searchable using Lightning Experience global search and lookup search....Required Editions.ObjectFieldsAuth Location Access ScheduleId NameAuthorization FormId NameAuthorization Form ConsentId NameAuthorization Form Data UseId Name111 more rows
What field types are searchable in Salesforce?
All custom fields of type text, text area, long text area, rich text area, email, and phone.
How do I enable a field for 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 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 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.
How do you create a search layout in lightning?
Lightning: Click on Setup | Object Manager | Select your desired object | Search layout | Edit Search layout | Add the fields from "Available box to Selected box" and click on Save button. For more details see Customize Search Layouts.
How do I configure global search in Salesforce lightning?
Global Search Settings in SalesforceGo to Customize --> Search --> Search Settings.Modify the search settings for your organization.Click Save.
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.
Can formula fields searchable?
A few limitations about searchable fields: You can't search encrypted, formula, or lookup fields or fields hidden by Field Level Security. By default, enhanced lookups query a limited set of fields, primarily Name fields for each object.
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 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 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.
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.