Apr 29, 2019 | 0 Comment | Posted by Shrey Sharma

Search Layouts

Search layouts 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 in lookup phone dialogs for Salesforce CRM call center.

By default all lookup dialogs and related lists that results from new relationship only display record name or number. To add fields in these related lists and lookup dialogs administrator need to add fields in search layouts.

Search layouts are ordered group of fields that are displayed when a record is presented in a particular context such as in search results, a lookup dialog or in a related list.

Search layout consists of:

1. Search Results: The search result that originate from searching for a record on left side bar or an advanced search.

2. Lookup dialogs: The lookup dialogs result that originated from clicking next to a lookup field on an edit page.

3. Lookup Phone Dialogs: The lookup dialog result that originates from clicking next to the lookup field with a phone datatype on an edit page.

4. Object Tab: The list of recent records that appears on the home page of a tab and in a related list on other object’s detail page.

5. Object List View: The layout is not for specifying fields, instead use it to specify the buttons that appear on the list view page for an object.

6. Search Filter Field: The filters that can be applied to search results.

Note: Encrypted, formula, lookup and roll-up summary fields are not searchable.

Lets now look at Object Specific Actions.

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