Thursday, March 19, 2015

Salesforce – Search Layout: Lookup Dialogs

The user wants to see one more information while searching accounts in Salesforce. Hence I have customize the search result for accounts by adding required fields. 

Setup > Customize > Select Object (Accounts) > Search Layouts

Account Search Layouts > Lookup Dialogs (Edit)
Currently we have Account Name, Account Site, Account Owner Alias and Type columns displayed.

Select from Available Fields and using right arrow button add the field to Selected fields and save.

We have added more fields as columns to the accounts lookup dialogs.

On contact record detail page we have lookup field as Account Name. When we click lookup button near account name we can the columns displayed.

1 comment:

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