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How to make Advanced Search useful on an object

The window is only as good as what the object exposes. Three settings turn it from three identical rows into a usable record picker.

Steps
4
Steps
Level
Advanced
Level
Category
Platform
Category
By Dipojjal Chakrabarti · Founder & Editor, Salesforce DictionaryLast updated Jul 31, 2026

The window is only as good as what the object exposes. Three settings turn it from three identical rows into a usable record picker.

  1. Confirm the fields are searchable

    From Setup, enter Search Manager in the Quick Find box and select Query Configurations. Check that the object and any custom fields you care about are switched on.

  2. Open the object's search layouts

    From Setup, open Object Manager, choose the object, then select Search Layouts.

  3. Edit the Search Results layout

    Use the dropdown across from it and select Edit. Move in the fields that separate near-identical records, such as Phone, Billing City and Owner.

  4. Test it from a real lookup field

    Open a record with a lookup to that object, type two characters, click Show more results, and check that a distinguishing value returns exactly one row.

Search Results layoutremember

Sets the columns this window shows for the object.

Lookup Dialogs layoutremember

Salesforce Classic only, and only where enhanced lookups are enabled.

Query Configurationsremember

Sets which objects and custom fields are searchable at all.

Gotchas
  • Field-level security still applies, so a field a profile cannot read will not help that profile tell two records apart.
  • The window only searches the lookup's target object, so a record filed under the wrong object will not turn up however you tune the layout.
  • The window returns at most 200 records by relevance, so an over-broad search can bury the record you want.

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