Contents
How do I change the search results in Salesforce?
Filter Search Results
- From Setup, in the Quick Find box, type Search Layouts .
- Select the layouts for the object you want to customize.
- Edit the Search Filter Fields. To choose columns, use Add and Remove. To reorder columns, use Up and Down.
- Save your changes.
How do I add a field to a recently viewed list in Salesforce?
In the far right of the Search Results column, clickand select Edit. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove.
What is search result page in Salesforce?
In Lightning Experience, admins set the search results layout, or which fields appear as columns on the search results page. On the other hand, in Salesforce Classic, admins define the available search results filters in addition to the search results layout.
Where do I find search fields in Salesforce?
Navigate to your custom object detail page, and scroll down to spot search layouts section. Here you edit the search layouts to include the fields that you want to search. Thanks. Unfortunately that doesn’t change the fields that are searched via a look up button.
How to add custom fields to Salesforce content?
Suggestion: Make Salesforce Content more consistent with rest of Salesforce and allow any or all custom fields to appear in the search results list. Rationale: If you’re adding custom fields to Content records, then you have a good reason to want to capture and hence report on this ‘custom’ information.
How to configure search results in Salesforce classic?
NOTE The default layout applies to Lightning Experience and Salesforce Classic. To configure search layouts: From Setup, select Object Manager, then select an object in the list. In the left pane, select Search Layouts. If Search Layouts isn’t available, the object isn’t searchable, or you can’t customize the search layout.
How to filter search results in Salesforce Lightning?
Objects: You can filter search results for accounts, cases, contacts, dashboards, files, Knowledge articles, leads, notes, opportunities, people, and tasks, and for custom objects. Fields: You can filter checkbox, combobox, phone number, picklist, text, and URL fields. You can’t filter encrypted fields.