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Sushrut Mishra
Sushrut Mishra

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Search Layouts, List Views, & Field Dependencies

In the previous articles of my Salesforce Admin Series, I've talked about Objects, Database tables, Relationships, & Data Modelling. If you've read the previous parts, I bet you now know what Salesforce does and how to edit, view records in Salesforce.

If you don't, sit relaxed and keep reading the articles. I'll post a video stating all the basics and go through of Salesforce!

There are certain types of layouts and viewing options available in Salesforce.

Search Layouts

Salesforce gives you the functionality to customize the display of fields in search results. This feature is called Search Layout. It allows you to customize the search results, lookup dialogs, and recent lists on any tab.

Search Layouts are ordered field groups that are displayed when you try to present a record in a particular context. It consists of the following -

Search Results

It originates when you search for a record using the search panel on the left sidebar. It also considers the advance search feature.

Lookup Dialogs

The results that pop up on clicking next to the lookup field are called the Lookup Dialogs.

Object Tab

When you click on a tab, you see some records that have been used recently. You can switch between 'All' & 'Recent' as you like.

List Views

Also called the object list view. This layout does not pick fields specifically. Instead, it is used to specify the buttons that you wish to appear on the list view.

Not many people use this tool. But it gives you the power to see exactly the segments you want to see. Say you want to sort your records based on just one field. What'd you do? Generate reports!

There is a short way! List views. Specify the field, and you'll have records according to your need at the tab home. List view is one of the most underrated yet cool tools of Salesforce.

Field Dependencies

The term field dependency in Salesforce means controlling a field value in accordance with another field. For example - say a standard object has fields - City & State.
You choose a state, and the city column shows the cities of that state only. This is where field dependency works.

Some Pointers -

  1. The value selected in the controlling field affects the values available in the dependent field.
  2. A dependent field works in conjunction with a controlling field to filter its values.
  3. We can define custom picklist fields as controlling or dependent fields.
  4. Standard picklist filed must be controlling fields. We cannot define standard picklist fields as dependent fields.
  5. We can define default values for the controlling field. But we cannot define default fields for dependent fields.
  6. We cannot define multi-select picklist as controlling.
  7. We can define a checkbox as a controlling field only.

Sources -
https://www.salesforcetutorial.com/field-dependency-in-salesforce/
https://shreysharma.com/search-layouts/

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