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How do I make a field globally searchable in Salesforce?
Make additional fields searchable
- Create a custom text field on the object that you’re searching records.
- Create a workflow rule with the following criteria to update your custom text field with the value that you wish to search for.
- Add Workflow Action | New Field Update using the following criteria.
How do I make an object searchable in Salesforce?
You can make a custom object searchable, too, by creating a custom tab for the object in your Salesforce org. 5. Say you want site members to be able to search for PDFs and other files. At the bottom of the Global Search Results component, click Add.
Can a custom object be a searchable field?
In this manner, custom objects would behave similar to standard objects, creating a more uniform user experience. Currently, Lookup fields are not part of the standard indexing for custom objects, so they are not a searchable field.
Can a field be searchable in global search?
It’s logical to assume that the solution for that would also make the field fully searchable in Global Search: And/or the searchbox on a View: This is, however, not correct, and making a field “filterable” will not make it fully searchable. Luckily, the fix is just as simple.
How to search custom objects in Salesforce global search?
Below is the article which lists all field types for each object that is searchable: https://help.salesforce.com/HTViewHelpDoc?id=search_fields.htm&language=en_US#CustomObjects
Why is custom object not appearing in global search?
User do not see custom object in available option in search. Is there any other permission I need to set? Can I make custom object searchable even when the tab is hidden? System admin is able to see custom object in available option. Org wide default on custom object is set to public read/write.