The legacy basic sidebar search in Salesforce Classic is limited in search functionality. It typically only searches objects by Opportunity names, custom auto-number fields, and custom fields with External ID enabled. External ID is a field property in Salesforce that marks a field as a unique identifier from an external system, and it also makes the field indexed and searchable via sidebar search.
If you want to make other fields searchable through the basic sidebar search, you can create External ID fields as a workaround.
This article explains how to make a custom field searchable through the Salesforce Classic basic sidebar search by creating a custom text field with the External ID option enabled and using a workflow rule to populate it.
Example use cases:
Note: A custom field without External ID can only be searched using the Advanced Search, not the basic sidebar search.
Step 1: Create a custom text External ID field
Step 2: Create a workflow rule to populate the External ID field
Create a workflow rule that updates the custom text External ID field with the value you want to search for.See Create a workflow rule for full instructions.
Configure the workflow rule with the following settings:
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