Click on the gear in the upper right, and click Edit Object. Click on the Fields and Relationships link on the left hand side, then search for the field you want to make required. Click the Edit button next to the field.
- From 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.
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 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 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 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 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 edit global search in Salesforce?
To allow your users to find a custom object's records when they search, in Salesforce setup create a custom tab set to Default On or Default Off . Creating a custom tab enables the custom object's Allow Search setting....Global Search Results.PropertyDetailsAllow search results filteringTo allow search result filtering, check the box.5 more rows
How do I change the default search layout in Salesforce?
Edit Search Layouts Under Objects and Fields, select Object Manager. Choose the object that you want to edit, and then select Search Layouts. The default layout on this page also applies to Salesforce Classic.
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.
Where are search settings in Salesforce?
To change your organization's search settings: 1. Go to Customize –> Search –> Search Settings.
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
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. ... Edit the layout. ... To change what's visible on the page, move fields between Available Fields and Selected Fields. ... Save your changes.
How do I create a new 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 filter fields in Salesforce?
Search filter fields allow us to filter the records that are retrieved after searching from the search bar. 1. Go to Search Filter fields. 2. Select the fields and click “Save” button.
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.
Are lookup fields searchable in Salesforce?
lookup field are searchable.
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.
Salesforce Global Search
The first place a user looks to search is the global search bar, with a search box conveniently located at the top of the screen, regardless of where you are in the Salesforce user interface.
Lookup Search
A lookup search enables a user to search and associate a record to another record using a lookup field. For example, when associating a Contact with an Account, you would use the ‘Account Name’ field to associate the two records together.
Salesforce Search Layouts
It’s important to spend some time understanding what your users want to see when they perform a search in Salesforce. The search layout affects which fields users can view, filter and sort by on the search results page. You can also change the layout for each profile.
List View Search
List views are like fabulous mini-reports and are a great way to access data. Once created, you can also search a list view for a specific record.
Salesforce Einstein Search
Salesforce Einstein Search takes searching in Salesforce to the next level – it’s super smart! Einstein Search discovers and understands your user’s preferences and personalized search results based on geography, ownership, industry, and activity.
Summary
So, there we have it, an overview of the multiple ways to search in Salesforce.
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.
How many characters can a promoted term have in Salesforce?
Each keyword must match exactly. Each promoted term can have a maximum of 100 characters.
Can you use the same search term on multiple articles?
You can associate the same term with multiple articles. If you want to edit or delete a promoted search term, there’s a single page to visit. To get there, follow these steps. From Setup, enter Promoted Search Terms in the Quick Find box, then select Promoted Search Terms under Customize | Search.
