Single line text field

gelflex-cc · ‎mar 5, 2019

How does one search a single line text field?

bradmin · ‎mar 5, 2019

Hi, @gelflex-cc. Search is available for custom single-line text properties only, which have been configured with the Add to Search option enabled (Enterprise customers only). For non-Enterprise customers, this option is not available, and the only way it's able to be searched is if the data lives in one of the standard fields listed in this help article.

Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

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bradmin · ‎mar 5, 2019

Hi, @gelflex-cc. Search is available for custom single-line text properties only, which have been configured with the Add to Search option enabled (Enterprise customers only). For non-Enterprise customers, this option is not available, and the only way it's able to be searched is if the data lives in one of the standard fields listed in this help article.

Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

gelflex-cc · ‎mar 5, 2019

@bradmin Thank you for the response. BUMMER. I am not likely to be at the Enterprise level this year.

Mike_Eastwood · ‎mar 5, 2019

Hey Chris

What if you used a workflow to add a Task, then use a Token to add your Custom Property to the Task Name?

According to the docs Related Tasks are searchable.

Haven't tried it but it's worth a shot.

Mike

gelflex-cc · ‎mar 5, 2019

@Mike_Eastwood I'm technically challenged with Free right now, no workflow option.

CRM