To search based on custom objects and/or fields, you will need to use the Search Object Actions. Using this action, you will be able to select any object or any field, including custom ones, that are in your Salesforce account. If you do not see the field you are looking for, there could be 2 main reasons.
How to make a custom object searchable in Salesforce?
Your custom object has a custom tab Custom object records are searchable in the Salesforce user interface only if the custom object is associated with a custom tab. Reference: Searchable Fields: Custom Object. 2. User's assigned profiles have appropriate tab settings for the object
How do I search for objects in Salesforce Lightning?
For new users or users that have little to no activity in Salesforce for over 90 days: Default global search in Classic returns all objects (same results as clicking 'Search All'). Default 'Top Results' in Lightning returns the objects that are set in the current Lightning App's navigation menu.
How to expand the search to other objects in Salesforce classic?
These options expand the search to additional or desired objects that aren't automatically returned or scoped via smart search. To expand the search to other objects in Salesforce Classic, click Search All at the bottom of the list of objects in the left column within search results.
Can I add a custom object to a salesforce app?
Note: All of your spreadsheet data is now in Salesforce and is connected to CRM data like search, notes, files, and follow-up activities. Hope you enjoyed that test drive. You created a populated Custom Object AND added it to an app, all in just a few clicks.
How do I find custom objects in Salesforce?
Much like a Standard Object, your new Custom Object can be accessed and edited via the Object Manager.From Setup, click the Object Manager tab.Scroll down the object list and click on your new custom object Vehicle Interest.Within the Details section, click Edit.More items...
How do I search for custom objects in Salesforce Classic?
Classic. In Classic, you'll find standard objects under Customize in your Setup navigation menu, or you can type their name in the Setup quick find box to narrow down the menu. You'll find custom objects under Build: Create->Objects.
How do I see all custom objects in Salesforce?
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How do I make an object data searchable in global search Salesforce?
In order to get the result in the global search , you need to create a tab for the custom object .. I've already created custom object tab. Custom object records are searchable in the Salesforce user interface only if the custom object is associated with a custom tab. Reference: Searchable Fields: Custom Object.
How do I see custom objects in Salesforce lightning?
To view all standard and custom objects that are available to you in your org, click the plus icon (+). To see the records for a particular object, click the record's tab. View, edit, and create records from a list.
Where can I find object in Salesforce?
We can explore the account object by following the steps below.Login to the Salesforce platform and follow the link path Settings → Setup Home → Object Manager - Account.In this step, click on the Schema Builder. It shows the complete Account table with field names and data types. There are fields marked red.
How do I find the API name of a custom object in Salesforce?
Standard objectsGo to Setup.Go to App Setup | click Customize.Locate the object the click Fields.Look for "API Name" column value in "Custom Fields & Relationships" section.
How do I launch a custom object in Salesforce?
StepsLog in to your Salesforce account.Click Setup at the upper-right corner.Under the Build section, click Create and select Objects.To create a custom object, click New Custom Object.Enter the name of the Custom Object in Label, Plural Label, and Object Name.More items...•
What is SObject in Salesforce?
Sobjects are standard or custom objects that stores record data in the force.com database. There is also SObject datatype in apex that is the programmatic representation of these SObjects. Developers referes to SObject and their fields by their API names.
How do I enable search on a custom object?
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 enable global search objects in Salesforce?
Click Add to add searchable Salesforce objects to your site's autocomplete results. To edit an object, click the object name. In the edit window, you can change to another type of object and you can mark the object as Publicly available. To select a different object type, click the object name and select from the list.
How do I create a custom field searchable in Salesforce?
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.
How to edit custom object in Lightning?
Much like a Standard Object, your new Custom Object can be accessed and edited via the Object Manager. From Setup, click the Object Manager tab. Scroll down the object list and click on your new custom object Vehicle Interest. Within the Details section, click Edit.
How to add vehicle interest to Lightning app?
Click the right arrow to add Vehicle Interests to the Selected Items list. Click Save. Select Vehicle Interests in the Selected Items list and click the up arrow until Vehicle Interests is above the Reports object. Click Save. Click Back in the upper left to exit the Lightning App Builder. Much like a Standard Object, your new Custom Object can be ...
If an object is not included in search results an administrator can check
Ensure the object has a tab created. Objects without a tab aren't returned in search results, see Create a Custom Object Tab for more details.
In Classic, Smart Search returns results for the objects that you use most frequently
If the object isn't frequently used and not included in initial search results, users can click Search All or View More. These options expand the search to additional or desired objects that aren't automatically returned or scoped via smart search.
In Lightning Experience, each user's Top Results page includes the objects they use the most
Click the View More link to see more results for an object. Reference: How Do I Refine Search Results in Lightning Experience?
For new users or users that have little to no activity in Salesforce for over 90 days
Default global search in Classic returns all objects (same results as clicking 'Search All').
