Search Layouts in Salesforce

HELLO Salesforce Thinkers, In our previous blog we learned about Page Layouts in Salesforce, In this blog we are going to learn about “Search Layouts in Salesforce”.

Search Layouts :

Search layouts determines which fields are displayed and in what order for various search results.

With search layouts we can customize fields that we want to show in search results, search filter fields, lookup dialogs, the recent records lists on tab home pages in Salesforce Classic, and in lookup phone dialogs for Salesforce CRM Call Center.

Efficient use of search layouts will increase productivity by displaying mostly used fields.

User permission Needed: Customize Application

We can specify a different set of fields to show in each search layout.

We can also customize the buttons that appear in custom list views and search results. We can hide a standard list view button or show a custom button.

To hide a standard button on the list view, deselect it.

Note : Standard buttons aren’t available on search result layouts.

How to show a custom button on search result ?

To show a custom button, create the custom button and select List Button for the Display Type.

Search Layouts in Salesforce Classic :

In Salesforce Classic we can define the search results layout in addition to it we can also define available search results filters.

Click on Setup >> Customize >> Select the object >> Search layout

Click Edit next to the layout you want to customize.

Search results, lookup dialogs, lookup phone dialogs recent records lists on tab home pages in Salesforce Classic, list views, and search filter fields.

Add the fields from “Available box to Selected box”.

Click on Save button.

Search Results:

The search results layout determines which fields are displayed when you search for records of a particular type.

Lookup Dialogs:

Lookup Dialogs layout is used to display the fields when a record is searched from lookup dialog. 

Example : Here a Lookup dialog is displayed when we create or edit a contact and search for an account to relate that contact to.

Lookup Phone Dialogs:

This layout is used when you integrate Salesforce CRM Call Center with another Softphone.

Tab Home Page:

The tab home page layout determines which fields are displayed in the Recent Records list on an object’s home page.

List View Buttons:

List View Buttons determine which buttons are displayed on list views for that object.

Search Filter Results:

Search Filter Results are used to further filter our search results when globally searched.

Search Layouts in Salesforce Lightning Experience:

In Lightning Experience, We can set the search results layout, or which fields appear as columns on the search results page.

In Lightning Experience,with Search Layouts we can customize which fields appear in the search results for global search, lookup search, and search results filters. We aren’t required to separately update Lookup Dialogs or Search Filter Fields.

Click on Setup >> Object Manager >> Select your desired object

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Search layout >> Edit Search layout

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Add the fields from “Available box to Selected box” .

To customize the fields that appear in the layout, select one or more fields and click Add or Remove.

To sort fields in the layout, select one or more fields in Selected Fields and click Up or Down.

This image has an empty alt attribute; its file name is contact3.png

To select multiple fields individually, use CTRL+click.

To select multiple fields as a group, use SHIFT+click.

and click on Save button.

Override the search result column customizations for all users :

When we edit an object’s search results layout, we can select the Override the search result column customizations for all users checkbox to overwrite all your user column customizations and restore them to your organization-wide default settings.

Search layouts for Custom Object :

The fields we select for the key lists on the custom tab home page are also used as the columns displayed in the default All list view and as the default columns for any new list views.

To view different columns, we can customize the list view itself.

Note :

We can add up to 10 fields, but cannot remove identifying fields such as account or case number.

If a field included in a search layout, but is hidden from the field level security it won’t be displayed.

Thanks for reading….

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