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Jim EllisJim Ellis 

Contact lookup fields

Morning all,

I'm beginning to use the Lightning Experience and I do like the suggested options when you type, for example, an Account or Contact name in a lookup field.

However, does anybody know if you can change the fields which are displayed, specifically for Contacts, in the lookup field? 

I'm probably not explaining this very well, but as you can see from the image below, if you have more than one Contact with the same name in your instance of Salesforce, there isn't an easy way to differentiate them, especially as we don't always know the Contact's job title.

The question is, therefore, is it possible to change the field below the Contact's name to, for example, Account?

User-added image
Thanks

 
Best Answer chosen by Jim Ellis
Pritam ShekhawatPritam Shekhawat
You can modify it by going to Search Results under the Search Layouts customization setting.

In Lightning Experience, use Search Results under the Search Layouts customization setting to change which fields appear in the search results for both global search and lookup search. You aren’t required to separately update Lookup Dialogs.

The order of fields in the search layout also affects the secondary field displayed in Lightning Experience instant results. The second usable field as chosen in this step appears as the secondary field in instant results.

Take a look here for more information here Configure Lookup Search in Lightning Experience

All Answers

Pritam ShekhawatPritam Shekhawat
You can modify it by going to Search Results under the Search Layouts customization setting.

In Lightning Experience, use Search Results under the Search Layouts customization setting to change which fields appear in the search results for both global search and lookup search. You aren’t required to separately update Lookup Dialogs.

The order of fields in the search layout also affects the secondary field displayed in Lightning Experience instant results. The second usable field as chosen in this step appears as the secondary field in instant results.

Take a look here for more information here Configure Lookup Search in Lightning Experience
This was selected as the best answer
Jim EllisJim Ellis
Thanks Pritam,

I had been changing the settings on the other search layouts - hadn't realised that that was the one I needed to amend. 

Thanks again.