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English
  • Customer 360 for Salesforce Winter 2023
  • All Products

Table of Contents

Search

  1. Preface
  2. Installing Customer 360 for Salesforce
  3. Upgrading Customer 360 for Salesforce
  4. Assigning Permissions
  5. Configuring Page Layout
  6. Appendix A: Glossary

Setup Guide

Setup Guide

Back Next

Configuring Search Field Set

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. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, perform the following tasks:
      1. In the upper-right corner of the page, 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.
    • In Lightning Experience, perform the following tasks:
      1. Click the quick access menu ( The image shows the quick access menu. ), and then click
        Setup
        .
        The
        Setup Home
         page appears.
      2. Under
        PLATFORM TOOLS
        , click
        Objects and Fields
        Object Manager
        .
        The
        Object Manager
         page appears.
      3. Select the object for which you want to create the search field set.
        The
        Details
         page appears.
      4. Click
        Field Sets
        .
        The
        Field Sets
         page appears.
      5. Click
        New
        .
        The
        New Field Set
         page appears.
  2. 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.
  3. Click
    Save
    .
    The field set editor page appears.
  4. 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.
  5. Click
    Save
    .
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