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  • Customer 360 for Salesforce Winter 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
    .
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