If you see the App Launcher icon () on the left side of the navigation bar at the top of your screen, you're in Lightning Experience. If not, you're in Salesforce Classic. To pin a list view, click. When you select that object, the pinned list view loads as the default list view.
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.
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.
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.
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.
How do I pin in Salesforce lightning?
Just click the pin icon next to the name of your list view. If you'd like to pin a different list view, navigate to that list view and select the pin to change your setting. Each user can pin their own list view, giving your users more control over their Salesforce experience.
How do I pin a case in Salesforce?
Update from SalesforceIn the navigation menu, select "Home".Hold down the control key (on a PC) or the command key (on a Mac).While holding down control, click on "Home" at the top (the selected navigation item). ... Click the tab menu (dropdown arrow) on the "Home" workspace tab.Select "Pin Tab".
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.
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 is a PIN list?
PIN List is used to manage lists of PINs (numerical passwords) that can be used to access restricted features such as outbound routes. The PIN can also be presented in the CDR record.
How do I pin an app in Salesforce?
You can pin up to six apps in the Pinned Apps widget....To set default pinned apps:From Setup, enter custom settings in the Quick Find box, then select Custom Settings.Find and click Employee Workspace settings and click Manage.Click New.In Pinned Apps, paste a comma-separated list of app IDs.Click Save.
How do you make a field searchable in Salesforce lightning?
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.
Which objects and fields are searchable in lightning experience?
Learn which objects and fields are searchable using Lightning Experience global search and lookup search....Required Editions.ObjectFieldsAccount Product Period ForecastId NameAction VisibilityAccountId ContactId HealthScoreId Id Name113 more rows
How do I create a global search in Salesforce?
0:092:33How to use Global Search in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn you'll notice that you have a search bar in the middle of your screen. And this is actuallyMoreIn you'll notice that you have a search bar in the middle of your screen. And this is actually called the global search of salesforce. And it's going to search the entire database. So if a field is
How do I filter search results in Salesforce?
Your Salesforce admin need to set specified fields to use as filter. Example for Account, go to Setup - Customize - Accounts - Search Layouts. Then look for 'Search Filter Fields' and click Edit link. Admin can select fields want to show as Filter in the search result.
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 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 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.
Can you customize search results layout?
Users who don’t have a profile-specific layout assigned to them see the default search results layout. Users can’t customize the search results layout, so consider asking them which fields they need.
Can you access layouts in 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.
