Adding a Parameter to Lookup Field Searches

The lookup field modal searches by your record’s Name field by default. You can add one more text field as a search parameter if you want to perform a more detailed search.

To add an extra parameter, create a new field set on the object that you want to search. Next, fill the field set with the extra field you want to search against. Label your field set differently based on Salesforce CPQ version.

Before Salesforce CPQ Summer ’17

Label: CPQ_Lookup_Search

Name: Enter a name of your choosing.

After Salesforce CPQ Summer ’17

Either the label or the name can be CPQ_Lookup_Search. You can set the other field to a value of your choosing.

As long as this field set exists, lookup field searches in CPQ Visualforce pages perform a logical OR search against the included field after searching against the object's Name field. For example, if you add the Industry field to CPQ_Lookup_Search, Salesforce CPQ first checks your search input against the target record's Name field. If there are no matches, Salesforce CPQ then checks your search input against the target record’s Industry field. The extra parameter search (on the lookup field) happens on the detailed search or on the details page and not by default. The default search (inline search) is always only on the Name field.

Salesforce CPQ searches against the more field and displays results even if that field isn't in your object's Search Results layout. You can add or remove your new search field from the search results as needed.

If CPQ_Lookup_Search contains multiple fields, Salesforce CPQ searches only against the top-positioned field in the set. To add more search fields or search a non-text field, contact Salesforce CPQ Support.