Allow Lookup fields on custom objects searchable in global search - Ideas - Salesforce Trailblazer Community
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Allow Lookup fields on custom objects searchable in global search

Global Search - Desktop

Reference from original idea by JP Seabury 4 years ago which was incorrectly merged:

"Use Case: We have a custom object named "Order", which as a Lookup relationship to the standard Account object.  This allows us to group all the orders associated with an Account.

When users enter an account name via Chatter / global search, the search results currently return accounts, but also related objects (like Contacts and Opportunities associated with that account).  I want those search results to return related Order records, as well.  In this manner, custom objects would behave similar to standard objects, creating a more uniform user experience.

Currently, Lookup fields are not part of the standard indexing for custom objects, so they are not a searchable field.  Below is the article which lists all field types for each object that is searchable:

As a workaround, Salesforce Support has suggested we create a hidden text field containing the Account name, and auto-populate it with a workflow rule when the record is saved.  It's a hack, and we'll implement it .. but I hate adding redundant data fields to my database.  This enhancement request calls for allowing Lookup fields to be indexed / searchable in custom objects."

This relates to Global Search not Report and Dashboards :(Report Filters Should Be Able To Compare Fields To Each Other)

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