Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • Customer 360 for Salesforce Summer 2017
  • All Products

Table of Contents

Search

  1. Preface
  2. Installing Informatica Cloud Customer 360
  3. Upgrading Informatica Cloud Customer 360
  4. Configuring Page Layout
  5. Glossary

Setup Guide

Setup Guide

Back Next

Configuring Search Field Set

The search field set for custom object is used in the
Lightning Scout
 page to search for custom object records. You can configure the search field set in Salesforce Classic.
  1. In Salesforce Classic, select your name and click
    Setup
    .
  2. Under
    App Setup
    , select
    Create
    Objects
    .
    The
    Custom Objects
     page appears.
  3. Select the object for which you want to create the search field set.
    The custom object details page appears.
  4. In the
    Field Sets
     section, click
    New
    .
    The
    New Field Set
     page appears.
  5. In the
    Field Set Information
     section, perform the following tasks:
    1. Enter a label for the field set.
    2. Enter
      DS_ScoutSearchFields
       as the name for the field set.
    3. Enter a short description of the field set.
  6. Click
    Save
    .
    The field set editor page appears.
  7. Drag the fields that you want to add from the custom object palette to the
    In the Field Set
     container.
    You must add at least one field to the search field set.
  8. Click
    Save
    .
0 COMMENTS
We’d like to hear from you!