In Salesforce, to find the records, we use the global search based on the field values. As a result, global search displays the records from Salesforce objects that match the search text.
The displayed records also show some fields and their values, allowing the user to easily find records with the necessary fields without needing to navigate to that particular object.
For example, when we search for “John” in the global search, Salesforce displays standard and custom object records, along with some fields. From there, we need to select the correct record.
The requirement was that I needed to add some necessary fields to the global search so that whenever a user searches for a record, the added fields would also display with that record in the global search.
As a Salesforce admin, to fulfill this requirement, I customized the global search bar so that sales users only see the necessary fields on the global search result. Now, when they type “John”, they see the correct customer record directly.
In this article, we will learn about how to customize the global search bar in Salesforce. In that, I will provide a detailed explanation of global search and how it can be helpful in Salesforce.
Global Search Bar in Salesforce
In Salesforce, we have a global search bar feature that allows users to search various fields and objects. It provides a quick and efficient way to find relevant information without having to navigate through different pages or tabs.
Customizing the Global search bar enhances the user experience by making it easier to find relevant records through the global search functionality.
Why do we need to Customize the Salesforce Global Search Bar?
While working in sales for an organization that uses Salesforce CRM to manage and track customer data, we recently received an update to customize the global search bar.
When the organization began serving international customers and clients, it was necessary to add a new field, Billing Country, rather than using the existing field, Billing Cities, to categorize customers’ data by country.
Customize the Global Search Bar in Salesforce
To customize the global Search bar in Salesforce Lightning, log in to your Salesforce account and follow the steps below.
- On the Setup page of Salesforce Lightning, click on the Object Manager as shown in the picture below.
- In this step, select an object from the list of objects. I have chosen the campaign object to customize its global search bar.
- After selecting the object, select the “Search Layouts” option to customize the global search bar.
- In this step, we will see a list of search layouts under the heading Search Layouts. From the search layout, select the one you want to customize, and then click the dropdown on the right side of the page layout label and click the Edit button.
- Here, we can see the Edit Search Layout window; there will be two columns: Available Fields and Selected Fields.
- Add a field Parent Campaign ID, press the Add button to add a field, and then click on the Save button to make changes.
- As we click the Save button, a new field, Parent Campaign, is added to the search layout in Analytics Cloud Security User.
This way, we can customize a global search bar or add a field to the global search bar in Salesforce.
Conclusion
I hope you have got an idea about how to customize the global search bar in Salesforce. In that, I have provided a detailed explanation of global search and its benefits in Salesforce.
In this, I have explained how to add fields to the search layout so that whenever a user searches for a record, the global search results allow them to view information related to the record easily. Additionally, we have seen how we can only see those researched records that are associated with a particular object.
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- Global Publisher Layouts in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
