Enable Enhanced Lookup Filters in Salesforce- Narrow results by any field you choose

January 21st, 2009 No Comments »

Often, salesforce.com lookup fields return too many results- narrowing it down to what you’re actually looking for can involve hitting the ‘Next Page’ link over and over and over again.  By enabling the Lookup Filter feature, you can filter your search on almost any field, making it much easier to find what you’re looking for.

View the screencast or follow the instructions below to enable this built-in feature of salesforce.com.
1. Select Setup -> Customize -> Search from the Salesforce.com menu.
2. Select the checkbox in the Enhanced Lookups column for the objects you would like to enable Lookup Filtering for.
3. Click ‘Save’.
4. From the Customize menu, select the object(s) you have enabled Enhanced Lookup for.
5. Select Search Layouts.
6. Click ‘Edit’ next to the Lookup Filter Fields layout.  If you do not see this layout, ensure you have enabled Enhanced Lookups for this object in the Search settings.
7. Add the fields from the left-hand side list that you would like to enable filtering on.
8. Click ‘Save’.

Suggest matching records as you type - Enable Lookup Auto-Complete

January 12th, 2009 No Comments »

Improve productivity and efficiency by suggesting matching records as you enter data in a lookup field. As you type, Salesforce will suggest a list of matching entries, saving you time and keeping your data quality high.

 

enhanced_lookup

View the screencast or follow the steps below to turn on this great, built-in feature of Salesforce.com!

1. Select Setup -> Customize -> Search from the Salesforce.com menu.
2. Select the checkbox for the objects you would like to enable Lookup Auto-Complete for.
3. Click ‘Save’.