Help Video
Widget Connector | ||
---|---|---|
|
Custom Objects
Only Custom Objects that have a tab that is set to Default On or Default Off appear in search results for that profile.
http://stackoverflow.com/questions/8995478/salesforce-how-to-add-a-custom-object-to-search-results
Search Layouts
Set up your Search Layouts and add columns to filter.
Yep, setting up Search Layouts for each object is time consuming and fiddly, but worth it for the end user's benefit.
Help Notes https://help.salesforce.com/HTViewHelpDoc?id=customize_searchlayout_notes.htm&language=en_US
Lookups
This is a handy help topic on examples of Lookup Filters https://help.salesforce.com/HTViewHelpDoc?id=fields_lookup_filters_examples.htm&language=en_US
...