In the dynamic world of Salesforce, searching for the correct record is crucial for efficiency. This is where search layouts come into play as your guides to relevant information.
Search Layouts in Salesforce are used to customize the fields displayed for users in search results, search filter fields, lookup dialogs, recent records lists on tab home pages, and lookup phone dialogs for the Salesforce CRM call center.
What are Search Layouts in Salesforce?
Search layouts in Salesforce are an ordered group of fields displayed when a record is presented in a particular context, such as in search results, a lookup dialog, or a related list.
By default, all lookup dialogs and related lists that result from new relationships only display record names. To add fields in these related lists and lookup dialogs, the administrator needs to add fields in search layouts.
For example, Imagine a user who wants to search students’ records by Name, Hobbies, and Email and wants these fields to be visible in the search result or recently viewed list view.
To achieve this, the Admin needs to add these fields to the search layout, and the Admin can also make these fields searchable from the search manager in the setup.
Search Layout in Salesforce is Visible on the Following
Origin: This can originate from the global search bar, left sidebar search, or advanced search.
Customization: Control which fields users see when searching by keyword, including standard and custom fields.
Impact: Affects both standard and custom object search results.
Example: You can choose to display “Account Name,” “Stage,” and “Close Date” for Opportunity search results, helping users quickly assess sales pipeline progress.
Origin: Click the magnifying glass icon next to a lookup field on a record edit page.
Customization: Define which fields appear when searching for related records, facilitating efficient selection.
Impact: Streamlines finding and associating records across different objects.
Example: In a Contact record, display “Company Name,” “Industry,” and “Website” in the Account lookup dialog, aiding in accurate account association.
Lookup Phone Dialogs
Origin: Clicking the magnifying glass icon next to a phone-type lookup field on a record edit page (available in Salesforce Classic).
Customization: Set which fields are visible when searching for contacts based on phone numbers, improving call center efficiency.
Impact: Enhances phone-based interactions by providing relevant contact information at a glance.
Example: Show “Contact Name,” “Mobile Phone,” and “Department” in the Phone lookup dialog, ensuring call center agents reach the right person quickly.
Location: The recent records list is located on the homepage of a specific object tab (e.g., Accounts tab) and within related lists on other object detail pages (e.g., Account record showing recent Opportunities).
Customization: Choose which fields appear in these recent records lists, tailoring information visibility for different contexts.
Impact: Quick access to frequently used or recently viewed records within relevant sections is provided.
Example: Display “Name,” “Stage,” and “Amount” for recent Opportunities on the Account tab, allowing sales reps to monitor key deals at a glance.
Object List View
Purpose: Not for specifying fields, but for controlling the buttons displayed on the list view page for an object (e.g., “Edit,” “Delete,” “Send Email”).
Customization: Select which buttons are available to users, streamlining workflows and access to specific actions.
Impact: Enhances user experience by providing relevant actions directly within list views.
Example: Hide the “Delete” button for sensitive objects like contracts to prevent accidental data loss.
Search Filter Fields
Location: Appear across various search functionalities (global search, object-specific searches, advanced search).
Customization: Define which fields are available for filtering search results, enabling users to refine their data exploration.
Impact: Empowers users to find specific records based on criteria important to them.
Example: Make “Created Date,” “Owner,” and “Stage” available as filter fields for Opportunity searches, allowing sales reps to focus on specific pipeline segments.
Understanding and strategically using search layouts can significantly enhance the user experience and data accessibility within your Salesforce org. Remember, tailor your choices to the specific needs of your users and workflows for optimal results.
How to Create Search Layouts in Salesforce?
Administrators can customize search layouts through the Salesforce Setup menu. Here are the general steps:
- Navigate to Setup.
- In the Quick Find box, enter “Object Manager” and select it.
- Select the object for which you want to customize the search layout.
- In the object manager, go to “Search Layouts” and select either “List View” or “Lookup Dialogs.”
- Customize the layout by adding or removing fields and actions.
- Customizing search layouts enhances the user experience by providing a streamlined and efficient way to view and interact with records, improving productivity within the Salesforce platform.
Note: Encrypted, formula, lookup, and roll-up summary fields are not searchable.