How to Customize the Global search bar in Salesforce?

In this Salesforce tutorial, we will learn to Customize the Global search bar in Salesforce Apps. We will learn this concept of Customizing the Global search bar in Salesforce Lightning and Salesforce Classic Apps.

Customizing to Global Search Bar in Salesforce

In Salesforce, we have a feature of a Global search bar from where users can search various fields and objects. It provides a quick and efficient way to find relevant information without navigating 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 and When to Customize the Salesforce Global search bar?

While working in sales for an organization that uses Salesforce CRM to manage and track customer data, recently, we got an update to customize the global search bar.

When the organization started its operations for international customers and clients, it was required to add a field Billing Country instead of using the existing field Billing Cities, to sort the customer’s data of different countries properly.

Now I will show you how I handled this situation and let you know the solution through the steps below.

Customize the Global search bar in Salesforce Lightning

To customize the global Seach bar in Salesforce Lightning, log in to your Salesforce account and follow the below steps.

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Step 1- On the Setup page of Salesforce Lightning, click on the Object Manager as shown in the below picture.

Customize Global search bar in salesforce

Step 2- In this step, select an object from the list of objects. I have selected an object Campaign to customize its global search bar.

Global search bar customization in Salesforce

Step 3- After selecting the object, select the option Search Layouts to customize the global search bar.

Search layout Customization in Salesforce

Step 4- In this step, we will see a list of search layouts under the heading Search Layouts. From the search layout, select the one you have to customize, and for that, click on the dropdown on the right side of the page layout label in the dropdown, click the Edit button. I have selected the search layout Analytics Cloud Security Server.

Salesforce Lightning Customize Search bar

Step 5- 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 to add a field, and then click on the Save button to make changes.

Customize Global search fields in salesforce

Step 6- As we click on the Save button, we see a new field Parent Campaign is added in the search layout Analytics Cloud Security User.

Salesforce Lightning Customize Global Search bar

This way, we can customize a global search bar or add a field to the global search bar in Salesforce Lightning.

Customize the Global search bar in Salesforce Classic

To customize the Global search bar in Salesforce Classic, log in to your Salesforce account and follow the steps below.

Step 1- If you are logged in to Salesforce Lightning mode, click on the User Profile picture on the Upper side of the screen, and in the dropdown, click on Switch to Salesforce Classic.

Customize Global search bar in salesforce Classic

Step 2- On the Home page of Salesforce Classic click on the Setup tab as shown in the picture below.

Global search bar customization in Salesforce Classic

Step 3- Go to the Quick Find box and search for the item in which you have to customize the Global search bar. In this case, I have selected accounts to customize the global search bar, and in the account dropdown click on the Search Layouts option.

Customize Global search field in Salesforce Classic

Step 4- In this step, we will add a field to the Global search bar in the Account object, and for that, select a field from the column Available Fields and then click on the Add button. After this, activate the checkbox with the message Override the search result column customizations for all users and in the last click on the Save button

Salesforce Classic Customize Global Search bar

In this way, we can add fields and customize the global search bar in Salesforce Classic with the help of the above steps.

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Conclusion

In this Salesforce tutorial, we have also learned to add fields to the Global search bar in Salesforce Lightning and Salesforce Classic. With the help of the above examples and scenarios, we better understood how to customize the global search bar in Salesforce.

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