how to search on all fields in lookup field salesforce

go to Setup -> Customize -> Search -> Search Settings Over there scroll down to the Lookup Settings and activate it for the wished custom object now you will be able to search in all searchable fields

Full Answer

How to create lookup relationship in Salesforce?

How to create lookup relationship in salesforce?

• Step 2. : -Selecting Related to Object. Now select Child object in step 2. ...
• Step 4. :- Establishing Field Level Security for reference field. Make sure the Field level Security is visible for all profiles.
• Step 5 :-. Select the Page layout for child object field. Click on Next button.
• Step 6 :- Adding custom related lists. Click on Save button as shown above. ...

How to create a custom field in Salesforce?

• Field Label: Type
• Field Name: Type
• Values: Select Enter values, with each value separated by a new line
• Enter the following values: Website Blog Event Podcast Group Job Other
• At Required, select Always require a value in this field in order to save a record.

What is lookup relationship in Salesforce?

To add a LookUp field based on the value of another field:

• Click on SetUp (Gear Icon) and then click on the Object Manager.
• Click on the object you will be adding the Look Up field to.
• Select Fields & Relationships and then click the New.
• Select Lookup Relationship from the Data Type list and click Next.

What are lookup filters in Salesforce?

• beta
• deleted
• deprecated
• deprecatedEditable
• installed
• installedEditable
• released
• unmanaged

How do I search all fields in Salesforce?

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).

Can you filter a lookup field in Salesforce?

In Salesforce Classic, administrators can make lookup filters required or optional. In Lightning Experience, all lookup filters are required, even if admins specify them as optional in Setup....Required Editions and User Permissions.User Permissions NeededTo manage lookup filters:Customize Application

How do I auto populate lookup field values to other fields in Salesforce?

Auto-populate the lookup field with Process BuilderStep 1: Create a Process. From Setup, enter Builder in the Quick Find box, and select Process Builder. ... Step 2: Choose Object and Specify When to start the Process. Click Add Object. ... Step 3: Define Criteria. ... Step 4: Define Immediate Actions. ... Step 5: Activate the Process.

How do I filter a lookup field?

Select Contact Name, then click Edit. In the Lookup Filter section, click Show Filter Settings. to select the Field, and fill in the filter details. Ensure Required is selected next to Filter Type.

Can we use formula field in lookup filter?

If a formula references global merge fields that the lookup filter doesn't support, the lookup filter can't reference the formula. Lookup filter criteria on Account Name only apply to business accounts, not person accounts. For example, your lookup filter criteria is Account Name does not contain book .

How do I add a lookup field in search?

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.

How do you populate the lookup field with data in all records in Salesforce?

To preserve existing data, here is another approach:Create a Lookup relationship instead of a Master-Detail relationship. ... Add a valid value in the lookup (foreign key) field of each data record in the custom detail object.Edit the object relationship and change the relationship type from Lookup to Master-Detail.

How do I find the value of a lookup field in Salesforce?

0:006:39How To Use a Formula Field to Capture a Lookup Field - YouTubeYouTubeStart of suggested clipEnd of suggested clipAll right we're going to talk about cross object formulas in salesforce that's basically a formula.MoreAll right we're going to talk about cross object formulas in salesforce that's basically a formula. Field where you get data from one object onto another object. So for example here i'm on a contact

How do I find field values in Salesforce?

To get the value of a record's field, you can use the getRecord wire adapter, which returns the property record. data. fields. fieldName.

What is search filter in Salesforce?

Product Filters are known as Search Filters in Salesforce CPQ. Search Filter, a powerful filtering tool, is super-helpful to the Sales Reps that guide them deeper into the product catalog and help them narrow down the product search. Essentially, your product catalog becomes RESPONSIVE driving more sales.

What is dependent lookup in Salesforce?

A dependent lookup is a relationship field with a lookup filter that references fields on the source object. For example, you can configure the case Contact field to only show contacts associated with the account selected in the case Account Name field.

What is a benefit of using a lookup filter instead of a validation rule?

Validation rules and lookup filters achieve similar ends, but offer different advantages. Use a lookup filter: To improve user efficiency by limiting the number of available options in a lookup search dialog. To improve user efficiency by automating filters on lookup search dialogs that your users manually set.

Does Salesforce have wild search?

Salesforce provides a wild search, *, but you need to provide along with it at least 2 characters to work. This is a great feature, right, but not good enough to find all possible options. This is also a great feature where you can search not only the main field, but all fields within an object.

Do enhanced lookups work across all fields?

NOTE: Enhanced lookups have limitations: they do not work across all fields such as dropdowns and formulas. As a workaround you can create a text field, and have a Workflow rule to fill them with the dropdown or formula value.