Click in the field box and choose Current Record then the field to filter on (e.g., Technology Partner). Choose equals for the operator and Field for the Value/Field. Because we are using a Field as the equal to value, click in the value box and choose Current Lookup then the lookup name and then the AccountID field.
Full Answer
How do I search for a specific field in Salesforce?
Search Results. 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 does Salesforce Track Field history?
Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren’t included and didn’t create an entry in the History related list.
What are the different types of search in Salesforce?
They are Salesforce global Search, Salesforce Sidebar search and advanced search. In this salesforce tutorial we are going to learn about how to convert sidebar search into Advanced Salesforce search, how to configure search layouts salesforce, Search options, What are the different search options, and search layouts.
How do I retrieve field history in Salesforce?
Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren’t included and didn’t create an entry in the History related list. Use Data Loader or the queryAll () API to retrieve field history that ‘s 18–24 months old.
Can you search formula fields in Salesforce?
Unfortunately, the Salesforce search function does not currently search formula fields and we would like to have this functionality added. It seems intuitive that, if you enter a value in the search box, it should search the entire database, including customer formula fields.
How do I add a lookup field in Salesforce search?
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 find records in Salesforce?
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. List views are a great way to sort, prioritize, and analyze the records that are most important to you.
How do I use a lookup field 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.More items...•
What is related lookup filters in Salesforce?
Improve user productivity and data quality with lookup filters. Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
What is lookup relationship in Salesforce?
A lookup relationship essentially links two objects together so that you can “look up” one object from the related items on another object. Lookup relationships can be one-to-one or one-to-many. The Account to Contact relationship is one-to-many because a single account can have many related contacts.
How do I query a table in Salesforce?
Salesforce – Viewing Data in the Developer ConsoleAll of the object's fields display. Select the fields you would like displayed in the result list. ... Click the Query button to create and add the SOQL query to the editor.Click the Execute button to run the query and see the results.
How do I check data in Salesforce?
To check your data when selecting a field to predict:Select the field you want to predict.Define your example set. ... Click Check Data.If you define a prediction set, click Check Data again and see the number of records to predict.If Data Checker reports that you don't have enough records, make adjustments as needed.More items...
What can you search for in Salesforce?
0:062:50Search in Salesforce (Lightning Experience) - YouTubeYouTubeStart of suggested clipEnd of suggested clipSearch makes it easy to get smarter about your customers.MoreSearch makes it easy to get smarter about your customers.
How do you create a relationship search?
Create a Lookup RelationshipFrom Setup, go to Object Manager | Favorite.On the sidebar, click Fields & Relationships.Click New.Choose Lookup Relationship and click Next.For Related To, choose Contact. ... Click Next.For Field Name, enter Contact, then click Next.Click Next, Next, and Save.
How do you find Lookup relationships in Salesforce?
Lookup relationship in Salesforce ClassicNavigate to Create > Objects.Click Sertifi EContract under the Label field.Scroll down to Custom Fields and Relationships.Click New. The New Custom Fields and Relationship wizard opens.Select Lookup Relationship from the list, and then click Next.
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.
What is Salesforce Global Search?
Global Search in Salesforce is available at the right top of the application. Here we can search data across our organization. Global search is available only when chatter is enabled.
What is Sidebar Search?
Sidebar search is available on the sidebar only when the chatter is disabled. We can convert sidebar search into advanced search.
