Search layouts let you determine what users see when search returns results. You can
create search layouts for standard and custom objects, ensuring the layout shows users what’s
most relevant to them. Layouts are applied on a per-object basis. The modifications you make
for an object’s layout applies to all users.
Required Editions
Available in: Salesforce Classic
Available in: All Editions except Database.com
User Permissions
Needed
To change search layouts:
Customize Application
You can customize search results, lookup dialogs, and key lists on custom tab home
pages, selecting a different set of fields to show in each layout. You can also select
which fields on the results page that users can filter and sort by. You can also edit
custom buttons. Make sure to consider how users interact with each object before
customizing layouts.
Search layout considerations:
Each object has a default layout.
You can add up to 10 fields to each search layout. For the Salesforce mobile app,
iOS and Android, only the first six fields are shown in the layout.
For custom objects, if the Name field is defined as a text
type, it’s mandatory and it’s always the first column on the search results page. You
can’t remove this field from the layout unless you define the Name field as an
autonumber type. If the field is an autonumber, it’s not mandatory and you can remove
it from the layout.
From Setup, in the Quick Find box, type search layouts. A
list of objects is shown.
From the list of objects, find the object you want to customize and below it select
Search Layouts.
From the list of search layouts, edit the specific layout you want to modify.
Search Results: lets you determine the fields shown in
the returned search results layout.
Search Filter Fields: lets you select which fields
users can filter on to narrow the search results shown.
To choose columns, use Add and
Remove. T so reorder columns, use Up
and Down.
Save your changes.
Note Search result filters defined for an object in the internal org also apply for search
results for that object in communities.
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