What Is Salesforce Search Layouts?
Search Layouts in Salesforce are used to customize the fields displayed for users in search results, search filter fields, lookup dialogs, recent records lists on tab home pages, and lookup phone dialogs for the Salesforce CRM call centre.
By default, all lookup dialogs and related lists that result from new relationships only display record names. To add fields in these related lists and lookup dialogs, the administrator needs to add fields in search layouts.
Search layouts in Salesforce are an ordered group of fields that are displayed when a record is presented in a particular context such as in search results, a lookup dialog, or in a related list.
For example: Imagine, a user wants to search students’ records by Name, Hobbies, and Email of the student, also, wants these fields to be visible in the search result, or recently viewed list view so, to achieve this, Admin needs to add these fields to the search layout and also Admin can make these fields searchable from the search manager in the setup.
Salesforce Search Layout consists of:
1. Search Results
The search result originates from searching for a record on the left sidebar or an advanced search.
2. Lookup dialogs
The lookup dialogs result originated from clicking next to a lookup field on an edit page.
3. Lookup Phone Dialogs
The lookup dialog result originates from clicking next to the lookup field with a phone datatype on an edit page.
4. Object Tab
The list of recent records that appears on the homepage of a tab and in a related list on another object’s detail page.
5. Object List View
The layout is not for specifying fields, instead, use it to specify the buttons that appear on the list view page for an object.
6. Search Filter Field
The filters that can be applied to search results.
Note:
Encrypted, formula, lookup, and roll-up summary fields are not searchable.
