The Winter’14 release of Salesforce provides some new features and enhancements. One of them is the enhanced search on lookups. In the Summer’13 version of Salesforce, it was only possible to search something using the name field. The lookup search window in Summer’13 is as shown below –
As can be seen above, this lookup field can be used to search the records only using the name field of that particular object. This limitation has been removed in the latest release of Salesforce. The search feature in the lookup window now has the option to either search by the name field (like the old lookup) or by using all the fields. The lookup window in the Winter’14 release is as shown below –
The user can now select the “All Fields” radio button and search for records that match the search criteria for all the fields in that object. The only criterion to use this feature is to have the enhanced lookups enabled.
Greytrix as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information, please contact us at firstname.lastname@example.org. We will be glad to assist you.