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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 Result Field Set

The result field set is used in the
Lightning Scout
 page to display the search results of custom object records. You can configure the search result 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
    Bean
    .
    The bean 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
      ScoutSearchResultsFields_<CustomObjectKeyPrefix>
       as the name for the field set.
      CustomObjectKeyPrefix
       indicates the key prefix of the custom object for which you want to create the search result field set.
      For example, if case is the custom object, enter
      ScoutSearchResultsFields_500
       as the label for the field set where
      500
       is the key prefix for case.
    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.
  8. Click
    Save
    .
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