Thursday, January 23, 2014

Salesforce searchable field type

As Salesforce admin, sometimes we confuse when user come to us and ask, why my data is not searchable using Phone number or Email or a custom field with type equal to picklist .

Here is guide on searchable field type in using Salesforce Global search:

  • All custom auto-number fields and custom fields that are set as an external ID (You don't need to enter leading zeros.)
  • All custom fields type: email and phone
  • All custom fields type: text, text area, long text area, and rich text area
If you see FORMULA field is not searchable, it make sense because formula field is not stored in database.

For complete searchable fields by object, see this documentation and tips from Salesforce

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