Salesforce Search Layouts: How to Edit and Customize for Better Search Results

Unlock the full potential of Salesforce search layouts! In this tutorial, learn how to customize search layouts for effective search results, modify default fields, and enhance your team’s productivity. We'll cover: What are search layouts in Salesforce Editing recently viewed list views Customizing search views by profile Updating default search layouts for all users Whether you're a Salesforce admin or a curious user, this video is packed with actionable tips to optimize your workflows. Don't forget to subscribe for more Salesforce guides! 00:00 Introduction to Search Layouts in Salesforce 00:25 Example of Search Layouts and List Views 01:08 How List Views are Controlled by Search Layouts 01:56 Searching Records Using the Global Search Bar 03:03 Navigating to Search Layouts in Object Manager 04:00 Profile-Based Search Layout Customization 04:49 Editing Search Layout Fields 05:52 Viewing and Testing Search Layout Changes 06:45 Setting Default Search Layouts for All Users 08:00 Overriding Personalized Search Layouts 08:45 Recap: Steps to Edit Search Layouts 09:00 Conclusion and Tips for Search Layouts