how to enter id # - Answers - Salesforce Trailblazer Community
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Cathy RamseyCathy Ramsey 

how to enter id #

customer id #, how do i enter it to look up their information
Aaron DeRanAaron DeRan
Does your company's Salesforce.com org have a field on the Account record that contains the Customer ID # for all of your customers? If so, you can just do a global search for an ID # and the matching Account should return.

If you do not have a field that contains this #, then there is no way to search by it. Contact your company's Salesforce.com Admin for help.
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Lookup Dialog Search | Salesforce

Lookup Dialog Search

Available in: All Editions

Salesforce objects often include lookup fields that allow you to associate two records together in a relationship. For example, a contact record includes an Account lookup field that represents the relationship between the contact and its associated organization. The object that contains the lookup field is the source object, while the object the lookup points to is the target object.

Lookup fields appear with the Lookup button on record edit pages. Clicking Lookup opens a lookup search dialog that allows you to search for the record that should be associated with the one being edited. A blank lookup is performed when you click the lookup icon without entering a search term.

Salesforce provides two types of lookups.
Standard Lookups
By default, all lookups behave as standard lookups. When searching for records with a standard lookup, only the fields listed in Lookup Search Fields are queried. Standard lookups return up to 50 records at a time in alphabetical order and don't allow for sorting, filtering, or customizable columns.
Enhanced Lookups
If enabled by your administrator, account, contact, user, and custom object lookups can behave as enhanced lookups. Enhanced lookups update standard lookup fields with the following functionality:
  • Enhanced lookup search queries are broken into separate search terms at any split between alphabetic, numeric, and special characters. For example, if you enter ALL4ONE in an enhanced lookup field, the resulting query searches for ALL and 4 and ONE. Consequently, entering ALL and 4 and ONE returns matches for ALL4ONE. Also, searching for S& returns fields containing both S& and &S.
  • Enhanced lookups allow users to sort and filter search results by any field that is available in regular search results. Users can also hide and reorganize the columns that are displayed in the results window.
    Note
    In addition to user-controlled filters, administrators can create lookup filters on fields that are in a lookup, master-detail, or hierarchical relationship to limit the valid values in lookup dialog results for the field.
  • Enhanced lookups return all records that match your search criteria and allow you to page through large sets of search results.
When you click a standard or enhanced lookup icon before entering anything in the lookup field, a list of all recently used records displays. However, for standard lookups of products and queues, the dialog shows an alphabetical listing of the first 50 records. For standard lookups of campaigns, the dialog shows the first 100 active campaigns. For the asset standard lookup on a case, the dialog shows all the assets tied to the contact on the case, if any. If you click the standard or enhanced lookup icon next to a field that is populated with a string, the string value is used as the search query. For standard or enhanced lookups of users, the dialog shows a list of recently accessed user records from across your organization. If you perform a blank lookup—that is, you click the lookup icon without entering a search term—filters only apply to items in the most recently used list. Otherwise, filters apply to both this list and the resulting records of the lookup.
Note
Only active users are searchable, except in the lookup for mass transfers, where inactive users are also searchable.

Lookup Auto-Completion

If enabled by your administrator, both standard lookups and enhanced lookups can display a dynamic list of matching recently used records when a lookup field is edited. This list is restricted to objects of the appropriate type and, with the exception of lookups of users, is populated from recently used items. For example, while editing an Account lookup, you can see recently used accounts with names that match the prefix you have entered. Recently used contacts don't appear in this list.

Lookup auto-completion is subject to the following restrictions:
  • You must have recently visited records of the appropriate type for the lookup's auto-completion list to be populated.
  • You must be editing the lookup field on a record's edit page.

Hover details are displayed only for lookup fields on object types that are included in lists of recently used records. For example, products aren’t included in lists of recently used records, so hover details aren’t displayed for a lookup field on products.

Tips for Using Standard and Enhanced Lookups

Consider these tips when using standard and enhanced lookups.

  • In standard lookup searches, a wildcard is automatically appended to each of your search terms. For example, a search for bob jo is really a search for bob* jo* and returns items with bob jones, bobby jones, or bob johnson. You can also explicitly use an asterisk (*) wildcard in your search string.
  • For enhanced lookups in particular, the wildcard can't be the first character in the search term or phrase, and search results may include more records than you expect if your search terms contain a combination of letters, numbers, and special characters.
  • If you enter a value in the lookup text box and save the record without clicking the lookup icon (Lookup), Salesforce automatically performs a standard lookup search. If it finds an exact match, it saves that value to the lookup field, even if it finds other partial matches. If it doesn’t find an exact match and finds one or more partial matches, Salesforce requires you to select a value from a drop-down list of matches. If no results match the text you entered, an error displays instead.
  • To search for contacts, leads, users, or other individuals that include spaces in the First Name or Last Name fields, enter quotes around the terms.

    For example, to search for bob von hausen, enter "bob von hausen".

  • In organizations where the Salesforce Customer Portal or partner portal is enabled, you can filter the results that appear on the user lookup dialog by selecting either a queue or group of users from the Owner or Assigned To drop-down list.
  • If your organization uses divisions and you have the “Affected by Divisions” permission, your lookup dialog search results include records in the division you select in the lookup dialog window.

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Customizing Search Settings

Available in: All Editions except Database.com

User Permissions Needed
To modify search settings: “Customize Application”

To change your organization's search settings:

  1. Click Your Name | Setup | Customize | Search | Search Settings.
  2. Modify the search settings for your organization.
  3. Click Save.

Search Settings

The search settings are:

Enable Drop-Down List for Sidebar Search
The drop-down list for sidebar search allows you to limit users' searches by object. When you select Enable Drop-Down List for Sidebar Search, a drop-down list appears in the Search section. From this list users can select to search within tags, within a specific object, or across all objects.
Enable “Limit to Items I Own” Search Checkbox
The Limit to Items I Own checkbox allows your users to include only records for which they are the record owner when entering search queries in the sidebar.
Note
The Limit to Items I Own checkbox that appears in advanced search is always available to users, regardless of this setting.
Enable Document Content Search
Enabling Document Content Search allows you to perform a full-text document search. When a new document is uploaded or an old one is replaced, its contents are available as search terms to retrieve the document.
Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean
Enabling this checkbox optimizes search for the Japanese, Chinese, and Korean languages. It affects sidebar search and the account search for Find Duplicates on a lead record in sidebar search and global search. Enable this option if users are searching mostly in Japanese, Chinese, or Korean, and if the text in searchable fields is mostly in those languages.

Do not check this option if you expect content and searches to be mostly in other languages.

Use Recently Viewed User Records for Blank and Auto-Complete Lookups
If this setting is enabled, the list of records returned from a user auto-complete lookup and from a blank user lookup is taken from the user's recently viewed user records. This setting applies only to user object lookups and not to lookups for other objects.

If this setting is not enabled, the dialog shows a list of recently accessed user records from across your organization.

Enable English-Only Spell Correction for Knowledge Search (Beta)
If this setting is enabled, search suggests and searches alternate spellings for English search terms on the Articles and Article Management tabs, in the articles tool in Case Feed, and in the Salesforce Knowledge sidebar in the Service Cloud console. This setting applies to article searches via the API but not to article searches in global search.
Enable Sidebar Search Auto-Complete
If this setting is enabled, when users start typing search terms, sidebar search displays a matching list of recently viewed records.
Note
Global search includes auto-complete and doesn't require a search setting.
Enable Single-Search-Result Shortcut
If this setting is enabled, users skip the search results page and go directly to the record's detail page when their search returns only a single item.
This setting doesn't apply to tags, case comments (in advanced search), and global search. If the search result is a single tag, case comment, or item in global search, the search results page still appears.
Number of Search Results Displayed Per Object
The Number of Search Results Displayed Per Object area allows you to configure the number of items that are returned for each object in the Search Results page. The current setting is in parentheses next to each object. To make changes, select one or more objects, enter the new number of results per page, and click Save. The new value must be between 5 and 50.
Lookup Settings
The Lookup Settings area allows you to enable enhanced lookups and lookup auto-completion for account, contact, user, and any custom object lookups.

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