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 |
|---|---|
| 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.
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 |
Comments