Loading

"How to Configure Salesforce Search Layouts: Lookup Dialog, Object Tab, and List View"

Julkaisupäivä: Jun 11, 2026
Kuvaus

 

This article explains how to configure Search Layouts in Salesforce to control which fields appear in search results, lookup dialogs, recently viewed record tabs, and list views.

Learn how to use some of the options in your search layout.

 

  • In Lightning Experience, use Search Results under the Search Layouts customization setting to change which fields appear in the search results for both global search and lookup search. You aren’t required to separately update Lookup Dialogs.
  • The ability to modify Lookup Dialog, Tab, List View, and Filter Fields may not be present for all standard objects. For example, all search layout configuration options are not available for the Activity (Task or Events), Service Contracts, and Pricebook Entry objects. Corresponding search layout configuration options for each object are available based on standard application architecture and each object's unique relationships and function with regard to other objects.
  • User search layout is not customizable for the Classic interface. Customizations will only be reflected for the Lightning interface.
Ratkaisu

Below are steps to modify search layouts:

Search Layout

 

Use the following steps to customize which fields display in search results for all users in your organization.

  1. Customise which fields display for users in search results, search filter fields, lookup dialogs, the recent records lists on tab home pages in Salesforce Classic.
    You can specify a different set of fields to show in each search layout. The settings apply to all users in your organization and Salesforce Customer Portal.
  2. To add more field columns when using Global Search for any record search see the steps below:

Classic: Click on Setup | Customize | Select your desired object | Search layout | Edit Search layout | Add the fields from "Available box to Selected box" and click on Save button.

Lightning: Click on Setup | Object Manager | Select your desired object | Search layout | Edit Search layout | Add the fields from "Available box to Selected box" and click on Save button.


       3. For more details, see Customize Search Layouts.

 

Lookup Dialog

Use the following steps to customize Lookup Dialog:

 

  1. After enabling enhanced lookups, specify which fields users can use to filter lookup search results. If you don't specify any fields, your users can't use filters in enhanced lookup dialogs. 

Classic: Click on Setup | Customize | Select your desired object | Search layout | Edit Lookup Dialog | Add the fields from Available box to Selected box and click on Save button.​

Lightning: Click on Setup | Object Manager | Select your desired object | Search layout | Edit Lookup Dialog | Add the fields from Available box to Selected box and click on Save button.


       2. For more details, see Specify Lookup Search Filter Fields.


 Object tab example (Account tab) from Search Layout

 

  1. The below steps will help you to add more field columns on "Recent Viewed Records" on standard or custom objects:

Classic: Click on Setup | Customize | Select your desired object | Search layout | Edit eg: Object (Account) tab | Add the fields from Available box to Selected box and click on Save button.

Lightning: Click on Setup | Object Manager | Select your desired object | Search layout | Edit eg: Object (Account) tab | Add the fields from Available box to Selected box and click on Save button.

 

Object List View on Search Layout

 

  1. To add a button option on any List View, find the steps below:
Classic: Click on Setup | Customize | Select your desired object | Search layout | Edit example: Object (Account) List View | Add Button | click on Save button.

Lightning: Click on Setup | Object Manager | Select your desired object | Search layout | Edit example: Object (Account) List View | Add Button | click on Save button.


        2. For more details, see Add or Remove Buttons on a List View.
 

Lisäresurssit

Lookup Search Glossary available in Salesforce Classic

Search Layout Guidelines - Einstein Search

Customize Search Layouts

Knowledge-artikkelin numero

000387820

 
Ladataan
Salesforce Help | Article