Search Results

Owned by Jodie Miners
Apr 13, 2015

Overview

This is the steps to modify the List Views that display when you use the global search.

Basic Steps

  • Decide on the maximum of 10 columns you want in your Search Layouts for each object
    • Add that list of columns to your documentation - you will refer to it often. (See Views - they should probably be the same). 
  • Go to Search Layouts for the object you want to change

  • Click the Edit next to the Search Results

  • Add the fields you want, and put them in the right order, check Override the search result column customization for all users. click Save

  • The view is now updated. 
  • Search for a Contact and you will see the new view. 

Be Aware

Like Recent Views, Search Results, can NOT be modified to show different views to different users. Eg if you have a Partner Community and give them access to their own Accounts or Contacts, then they can see the same fields as internal users (unless of course the field has the security set correctly).

Be careful with this.  

Advanced

In Mavens Mate, in the Contact.Object file, look for 

<searchResultsAdditionalFields>FULL_NAME</searchResultsAdditionalFields>

under searchLayouts

Add any other fields you want in there, in the same format, eg

<searchResultsAdditionalFields>CONTACT.DEPARTMENT</searchResultsAdditionalFields>
<searchResultsAdditionalFields>CONTACT.PHONE1</searchResultsAdditionalFields>
<searchResultsAdditionalFields>CONTACT.PHONE3</searchResultsAdditionalFields>
<searchResultsAdditionalFields>CONTACT.EMAIL</searchResultsAdditionalFields>

Note: Custom fields don't have the "CONTACT." in front of the field name. 

Save the file, which will compile and then update your list. 

Magic! 

(see the Salesforce API Documentation for the different Search Layouts https://www.salesforce.com/us/developer/docs/api_meta/Content/meta_searchlayouts.htm)

See Also