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My users were asking for a particular custom Opportunity field to be searchable. A quick check of the Salesforce online documentation for Search Fields revealed that:

  • The sidebar search looks in the Name field and any External ID fields
  • The Advanced Search feature looks in Description and any custom text, email and phone fields

I didn’t want to change the Name field, nor did I want users to have to seek out the Advanced Search field when they wanted to find this particular field.

Fortunately, I found Steve Andersen’s blog that referenced Tanner Shamrock’s explanation of how to add Advanced Search to the sidebar. (Ain’t the Net great!)

AdvancedSearch

This enabled me to change the standard Search dialog into an Advanced Search, so my users don’t even notice the difference. (They can no longer select the Object Type to return, but I doubt they even noticed that option!)

Oh, if you’re implementing Tanner’s code, be sure to visit your User Interface configuration and turn on “Show Custom Sidebar Components on All Pages”, otherwise the change just appears on your Home Page.

The Bottom Line

  • Advanced Search is more powerful than normal ‘sidebar’ search
  • You can replace your normal search with Advanced Search
  • It’s great to be able to use code developed by others — thank you!

5 Responses to “Advanced Search on the Sidebar”

  1. Scott Hemmeter Says:

    I believe you can also request that Salesforce change a setting that will make Advanced Search your default Sidebar search option.

  2. Paul Deschenes Says:

    How did you get it to appear on the sidebar? I only have options to add it to the main content pane on a pane layout.

  3. The Enforcer Says:

    How did you get it to appear on the sidebar? I only have options to add it to the main content pane on a pane layout.

    • Go to: Setup / Customize / Home / Home Page Layouts
    • Select your layout
    • It should appear under “Select Narrow Components to Show”
  4. DTS Says:

    Hi John,

    Hope you are well.

    I got to your post through Tanner….

    I was trying to add a filter to this search widget… for instance, just contacts whose status__c is Active.

    Any help/hint will be appreciated.

    Cheers

  5. The Enforcer Says:

    DTS, I don’t think you’ll be able to modify the criteria for the search. You could be smart and append some terms to the search string, but that wouldn’t help when filtering the value of a specific field.