Help Document
Enabling Field Search for Entities

    ENABLING FIELD SEARCH FOR ENTITIES

    By default, only the Name field of an Entity is processed when a user searches an Entity. Administrators can configure other fields to also be searchable.

    Requirements

    To enable field search for Entities, users must have a security role with the following permissions:

    • Administrator System Role

    TO ENABLE FIELD SEARCH:

    1. In the Setup Home page:
      • If you want to enable field search for a Magentrix Entity, click Create > Entities.
      • If you want to enable field search for a Salesforce Entity/Object, click Extend > Salesforce.
    2. Click the Entity you want to configure.
    3. Select the Fields tab and then click the field you want to make searchable.
    4. Click Edit.
    5. In the Options pane, check Searchable.
    6. Click Save.

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