Slaesforce FAQ

how to search fields in salesforce

by Kiel Nitzsche Published 3 years ago Updated 2 years ago
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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 list of all fields on specific objects you can view all fields from the object page.

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).Nov 2, 2018

Full Answer

How to use search in Salesforce?

Select the fields from available tabs to selected tabs to which the search results are to be displayed. Conclusion. In this Salesforce admin tutorial we have learned about Salesforce search options like Salesforce global search, sidebar search and advanced search.

How do I search for a specific field?

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 list of all fields on specific objects you can view all fields from the object page. (Setup > Object Manager > Field and relationships)

Where can I find the lookup filter fields for my object?

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".

How to get a list of objects and fields in Salesforce?

How do you get a list of all the objects and fields in your Salesforce instance? If you have worked on Oracle, you can query views like DBA_TABLES & DBA_TAB_COLUMNS, if you have worked on SQL Server you can query SYS.TABLES & SYS.COLUMNS.

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How do I check fields in an object in Salesforce?

1 AnswerClick on Repository tab.Click on Object in Setup Entity Type Window.Double click on any object in the Entities Window.You will find the list of all the fields for that particular object.

How do I find a field name in Salesforce?

To find an object's field name in Salesforce Setup:From Setup, in the Quick Find box, enter Object Manager . Click Object Manager.Click on the object in the list.From the object's management settings, click on Fields & Relationships.Click the field under Field Label to find the field name.

Are all fields searchable in Salesforce?

Not all objects and fields are searchable, so reference the table to determine which records you can find with Salesforce search.

How do you search in Salesforce?

0:002:50Search in Salesforce (Lightning Experience) - YouTubeYouTubeStart of suggested clipEnd of suggested clipRecord he clicks into the search box at the top of the page. When he does he sees a list of the fiveMoreRecord he clicks into the search box at the top of the page. When he does he sees a list of the five items he's used most recently he doesn't see Jason in the list. So he begins typing his name as.

How do I list all fields in Salesforce?

You can now include any of these in the field list:FIELDS(ALL) —to select all the fields of an object.FIELDS(CUSTOM) —to select all the custom fields of an object.FIELDS(STANDARD) —to select all the standard fields of an object.

How do I find fields in Salesforce Classic?

Custom fields in Salesforce ClassicGo 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.

What is lookup field in Salesforce?

In Salesforce, lookup fields allow users to associate two records together in a relationship. For example, a user can associate a contact record to an account record using the Account Name lookup field. When users edit a lookup field, they need to find the right record to associate.

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.

Which fields are not searchable in Salesforce?

However, not all standard field is searchable, example: for Account only following fields are searchable:Account Name.Account Name (Local)Account Number.Account Site.Billing Address.Description.D-U-N-S Number (This field is only available to organizations that use Data.com Prospector)Fax.More items...•

What can you search by in Salesforce?

The search engine sorts results most relevant to the user based on search term frequency, order, uniqueness, record activity, and access permissions. Search result relevance can vary for each user. Salesforce returns only the records that you have access to view.

What is Einstein search in Salesforce?

Einstein Search gives the global search bar more power and intelligence right from the first click. Work faster, complete tasks directly from the search results, and get results that are most relevant to you.

How do I use global search in Salesforce?

0:092:33How to use Global Search in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhether it's a phone number email address any part of a portion of a text string that's a searchableMoreWhether it's a phone number email address any part of a portion of a text string that's a searchable. Field you'll be able to type in a value here and it should pop. Up in the search. Screen.

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 use field list in SOQL?

Using a field list in a SOQL SELECT statement (for example, SELECT Id, Name FROM Account) can be complicated if you need to retrieve many fields. And if you don’t know what fields an object has, you must first get a description of the object. Typically, you use a call to first get a description of the object, then parse the description to identify the fields. Then you construct a SOQL query that specifies the fields, and then make another call to submit the query.

What does "fields" mean in Java?

FIELDS (ALL) —to select all the fields of an object. FIELDS (CUSTOM) —to select all the custom fields of an object. FIELDS (STANDARD) —to select all the standard fields of an object. In each case, FIELDS () respects field-level security so it only shows the fields that you have permission to access.

How to get better performance when you already know which fields you want to retrieve?

If you already know which fields you want to retrieve, you’ll get better performance by specifying them explicitly rather than using FIELDS () and retrieving more fields than you need.

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