Wednesday, March 18, 2015

Salesforce – Search Layouts: Object Tab

User clicks on Account Tab. In accounts tab we have "Recent Accounts" which displays recent account records. It displays Account Name. Billing City and Phone information for the respective account records. User wants to see Account Site information. We have to the

Click Accounts Tab (Recent Accounts displays Account Name, Billing City and Phone information)

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

Accounts Tab > Edit

Select the fields to be included into the Accounts Tab.

Click Accounts Tab (Recent Accounts now displays Account Name, Billing City, Phone and Account Site information)

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