You can display only one additional field in Search Results. As per your screenshot, you have Account Name and you cannot have more than one field along with Name. To customize: Go to Search layout of Parent Object (Opportunity) > Search Results > Edit > Add your field next to Name.
How do I create a child relationship in Salesforce?
go to the account lookup/MD field on object piccpqbms__dsPayment__c and get the Child Relationship Name, if one does not exists create one. I double checked spelling and everything looks right. Went to the object Payments > Clicked on Account Name (which is the master detail lookup field) and the Child Relationship Name is Payments.
How to add an expression to a formula in Salesforce?
Advanced Formula -> insert field -> <your Object> -> <Account> -> account field, then insert to insert the expression in to your formula. Thank you for responding. I'm trying to get to a minimal known working situation.
How to look up the parent object of an object?
To look up the parent object use a formula or you may want to consider a workflow rule if required and based of a condition. Hope that helps. If it does please mark this as the favourable answer.
How do I add an account field to a formula?
Advanced Formula -> insert field -> <your Object> -> <Account> -> account field, then insert to insert the expression in to your formula. Thank you for responding. I'm trying to get to a minimal known working situation. Perhaps there are differences in that I'm using Person Accounts.
How do I change the search layout in Salesforce?
Edit Search LayoutsFrom Setup, in the Quick Find box, type search layouts . ... Under Objects and Fields, select Object Manager. ... Edit the layout. ... To change what's visible on the page, move fields between Available Fields and Selected Fields. ... Save your changes.
How do I add a field to a search layout in Salesforce?
Classic: Click on Setup | Customize | Select your desired object | Search layout | Edit eg: Object (Account) tab | Add the fields from Available box to Selected box and click on Save button.
Can a person account have a parent account?
Person accounts don't support certain business account fields (such as Parent Account) and some contact fields (such as Reports To).
What fields are searchable in Salesforce?
The types of records you can search vary according to the edition you have. Not all objects and fields are searchable, so reference the table to determine which records you can find with Salesforce search....Required Editions.ObjectFieldsActivity TimingId NameAction CadenceId NameAd Creative Size TypeId Name112 more rows
How do I show multiple columns after clicking on a tab in Salesforce?
Click on Setup > Create > Objects > Select the corresponding object link > Under Search Layouts section > Click Edit which should be left to Object Tab > Move the needed fields from Available Fields to Selected Fields. > Click on Save > User should be able to see multiple columns. Thanks.
How do I enable enhanced lookup in Salesforce?
Enable Enhanced LookupsFrom Setup, enter Search Settings in the Quick Find box, then select Search Settings.In the Lookup Settings area, select the objects for which you want to enable enhanced lookup functionality. ... Click Save.
How do I add a field to someone's account?
Navigate to Setup --> Build --> Customize --> Accounts --> Person Accounts --> Compact Layouts. Click New. Populate the Label and Name fields. Move the required fields from the Available Fields picklist to the Selected Fields picklist.
How do parent accounts work in Salesforce?
Salesforce provides a standard way of creating a parent – child relationship between Accounts. This relationship is created by using the Parent Account field on the Account Page. You can go as broad and as deep as you like to create an extensive organization hierarchy.
How do I view account hierarchy in Salesforce lightning?
This change is available in Lightning Experience only. Account hierarchy is available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions. On account record page, clicking on Actions dropdown menu will show you the View Account Hierarchy action.
How do I make a 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 do I customize global search in Salesforce?
You can Enable Global Search from Set up --> Customize --> Search --> Search Settings. To Search only Opportunity's Owner field. And in Selected Fields column, add Owner Name field.
How do I add a field in global search?
All you need to do is navigate to the object manager, find the object whose search layout you'd like to edit, and then add or remove the fields you'd like to see when you or your users search for records. Salesforce will then show you the layout plus the columns selected to view.
What happens if you have multiple fields in search results?
If you have multiple fields in Search Results, It takes first two acceptable data type fields in lookup results. (In your case, Opportunity Name and Account Name)
Can you add a formula field to a lookup?
If the field that you want to see in lookup results is not acceptable, You can create a formula field and add it in 2nd position (Workaround). This way you can show that field in lookup results.
