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Note

 

This documentation supports the 20.16.01 version of BMC Remedyforce.

To view the latest or an earlier version, select the version from the Product version menu.

BMC Remedyforce 20.16.01 ... Administering Configuring the Salesforce page layout

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 informationLink
  • 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 lookupshttp://na12.salesforce.com/help
/doc/en/search_enhanced_lookup_enable.htm
Enabling lookup auto-completionhttps://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:

  1. Navigate to Setup > Create > Objects.
  2. In the Custom Objects page, click <custom object name>.
  3. In the Search Layouts section, click Edit for the Lookup Filter Fields layout.
  4. From the Available Fields list, select the fields that you want to be searched in the lookups.
  5. Click the right arrow to move the selected fields to the Selected Fields list.
  6. 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 Salesforcehttps://help.salesforce.com/help
/doc/en/search_overview.htm
How search works in Salesforcehttps://help.salesforce.com/help
/doc/en/search_how_search_works.htm
Tips for searching in Salesforcehttps://help.salesforce.com/help
/doc/en/search_unified_records.htm
Refining the searchhttps://help.salesforce.com/help
/doc/en/search_unified_refine.htm
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Last modified by Gina Fevrier on Dec 09, 2016
administration

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