Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Current »

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

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

Enhanced Lookups

I always forget how to do Enhanced Lookups. I find them cumbersome to set up. 

https://help.salesforce.com/HTViewHelpDoc?id=search_enhanced_lookup_enable.htm&language=en_US

  1. Go to Search Settings and choose the objects to have Enhanced Lookups
  2. While you are there choose the objects to have Lookup Auto Completion 
  3. On your object that has Enhanced Lookups enabled go to Search Layouts then Lookup Filter Fields.
    1. For Contacts choose Phone, Mobile, Email and any Member Number or Unique Identifier you have. 
  4. While you are there also set up Search Filter Fields. 

Tips

  • Set it up on Accounts and Contacts or any custom object that you add to records by lookup frequently. 

Annoyances

 

  • No labels