How to Customize Opportunity Search Layouts in Lightning Experience ?

Definition of “Customize Opportunity Search Layouts” : Customize which fields display for users in search results which Columns you want to display to users when they are searching.

Following are few layout for Opportunity Search Layouts.

  1. Search Results
  2. Lookup Dialogs
  3. Lookup Phone Dialogs
  4. Tab
  5. Search Filter Fields

For any customize Opportunity Search Layouts you have to select important fields. Even you can only select 10 fields per layout.

Below are steps to configure above Search Layouts.

  • Click Setup Home
  • Click Object and Fields
  • Click Object Manager
  • Select Opportunity
  • Click Search Layouts

Opportunity Search Layout

How to Add / Remove modify fields?

  • Select Search Results
    • Click Edit
    • You can select 10 Fields in Selected Fields.
    • Use of Search Results: When ever you are searching any opportunity then below selected fields will display.

Edit Search Layout

  • Select Fields which you want to add in Search Result.

Select Fields

  • Lookup Dialogs
    • Use of Search Results: pop up when you click the magnifying glass on Lookup fields.
  • Lookup Phone Dialogs
    • Use of Lookup Phone Dialogs : pop up when you click the magnifying glass on a SoftPhone dial pad.
  • Tab
    • Use of Accounts Tab : whenever you click on opportunity tab all selected fields will display
  • Search Filter Fields
    • Use of Search Filter Fields : Search Results Filter Fields for search.

After added 10 fields in above layout you can see below Search layout for all.

All Search Layouts

Video 

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