[SalesForce] Search: How to Lookup all Users with a particular Profile

When I click the hourglass to lookup a related record I see a list of "recently used" records.

However it's quite likely that a user will want to see all the records. I need to see all Users that match a certain Profile.

I've enabled Advanced Lookup in search settings, but this only seems to give me the choice between searching only the name, vs searching all fields. I actually want to search a specific field.

Eg search Profile="Senior Officer".

Can this be done?

Best Answer

Listing out all the potential lookup values isn't currently possible, although it would be reelly nice. Users consistently expect this behavior and get confused why the record they're looking for isn't in the list. It doesn't help that the wildcard search can be a little difficult to get used to.

As you may already be aware you can change which fields show up in the lookup dialog by editing the "Lookup Dialog" search layout for the object, but as noted on that page this doesn't affect which fields are searched by the global search, beyond the name / all fields checkboxes.

Also, as you may be aware you can alter which fields are available for filter results, but again, those aren't available for searching, just for filtering the results from the search.

Finally, the closest you can get to all is using a two letter search with wildcards on both sides, e.g. Bo, but as far as I know that's the best you can do.

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