Lesson: 21 | Search Layouts

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Notes

In Salesforce, search layouts refer to the way search results are displayed to users when they perform a search within the platform. Search layouts can be customized to control which fields are displayed in search results, how they are displayed, and in what order.

Search layouts can be customized for each object in Salesforce, allowing you to tailor the search experience to the specific needs of your organization. For example, you might customize the search layout for the Account object to display the account name, industry, and annual revenue in search results.

Search layouts can be customized using the Object Manager in Salesforce. From the Object Manager, you can navigate to the object whose search layout you want to customize and select the Search Layouts option from the left-hand navigation menu.

There are three types of search layouts that can be customized in Salesforce:

List View: controls the fields that are displayed in search results when a user performs a search within a list view. List views are typically used to display a subset of records based on specific criteria.
Lookup Dialogs: controls the fields that are displayed in search results when a user performs a lookup search from within a record. Lookup dialogs are typically used to search for related records, such as contacts or opportunities.
Search Results: controls the fields that are displayed in search results when a user performs a global search from within Salesforce. Search results are typically used to search across multiple objects within Salesforce.

Overall, search layouts are a powerful tool in Salesforce that can help improve user productivity and efficiency by providing users with quick and easy access to the information they need. By customizing search layouts to suit the specific needs of your organization, you can ensure that users have access to the most relevant information when they need it.

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Lesson: 21 | Search Layouts

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Administrator Course