Using lookups and searching in Salesforce page layout

When you click the lookup icon without entering a search string, the Lookup window appears with the recently visited records. All records are not displayed in the Lookup window. Salesforce displays the recently visited records to improve performance and speed up data retrieval. You can view all records by clicking the Show all results link.

The following table lists additional information about lookups:

Type of information	Link
Type of lookups Lookup auto-completion Tips for using standard and enhanced lookups	https://help.salesforce.com/help /doc/en/search_lookupdialog.htm
Enabling enhanced lookups	http://na12.salesforce.com/help /doc/en/search_enhanced_lookup_enable.htm
Enabling lookup auto-completion	https://help.salesforce.com/help /doc/en/search_enhanced_ lookup_enable_autocomplete.htm
List of fields used for matching when searching in the standard or enhanced lookups. By default, Salesforce searches only on the Name field for custom objects. To extend the search to other fields of custom objects, perform the following actions for the required custom objects: Navigate to Setup > Create > Objects. In the Custom Objects page, click <custom object name>. In the Search Layouts section, click Edit for the Lookup Filter Fields layout. From the Available Fields list, select the fields that you want to be searched in the lookups. Click the right arrow to move the selected fields to the Selected Fields list. Click Save. A Show Filters \| Hide Filters link appears on the lookups. This link allows you to filter by the selected fields.	https://help.salesforce.com/help /doc/en/search_fields.htm#LookupSearchFields
Overview of searching in Salesforce	https://help.salesforce.com/help /doc/en/search_overview.htm
How search works in Salesforce	https://help.salesforce.com/help /doc/en/search_how_search_works.htm
Tips for searching in Salesforce	https://help.salesforce.com/help /doc/en/search_unified_records.htm
Refining the search	https://help.salesforce.com/help /doc/en/search_unified_refine.htm

Using lookups and searching in Salesforce page layout

Comments