[SalesForce] custom field values not coming in global search results

I have one custom object A with allow search enable. I have one custom field B for custom object A. I have one record of A with value of B as 1,212,212. i have added custom field B in search layout >search results. When i give 1,212,212 in global search it is not returning me any result but there is one record with B = 1,212,212.

How to add custom field to make it global search enable.

Best Answer

I assume from the input (1,212,212) that custom field B is a number datatype and that is why the global search isn't returning the record. Adding field in search layout > search results determine the fields that are displayed on search results columns and doesn't affect the fields that are actually searched. Please refer searchable fields to have a look at searchable fields and types. If this is your main requirement and field isn't deployed yet, then edit the field datatype from number to text to make it as a searchable field. (FYI, changing already deployed field datatype with values might cause data loss)

Related Solutions

[SalesForce] Unable to Search a related record in Global Search

Look up fields are indexed, but cannot be searched. If you want to have your project appear in the search results, it must contain text content that includes the project name.

One easy way to do to this is create a plain text field (does not need to be present on page layout), and a cross-object formula that copies the project name. After this, you simply create a workflow field update to copy the formula to the custom text field.

The formula field would simply be something like the following:

Opportunity__r.Name

And the workflow field update would trigger on create and update, with a formula criteria of "true" (always executes), assigning the formula value to the text field. Afterwards, all project records must be touched once to update the custom text field. Once you do this, you can then search the opportunity name and find the related project(s). This is actually how we've implemented a similar feature in our org.

Best Answer

Related Solutions

[SalesForce] Unable to Search a related record in Global Search

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