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On a Case Lightning Page we have a "related records" component. 

 

When the Case is linked to a Contact it will display certain fields based on a search layout. 

 

When the Case is not related to a Contact it will allow you to search existing Contacts, by name.

 

Lightning Page - Related Record Component - Display Field Customization

 

Our issue is we would like to be able to modify the visible fields in the search results. The issue arises when we have multiple Contacts with the same name.

 

Duplicates.png

 

These results aren't particularly helpful at first glance. We have set email address as the unique identifier on Contact. Therefore, if we could display the email address next to the name, it would help differentiate these Contacts apart and help us make the proper selection.

 

I have searched high and low for how to modify this behavior and can't seem to locate where this needs to be modified. Here's where I've looked:

 

  • Contact > Search Layouts
  • Contact > Search Layouts for Salesforce Classic
  • Contact > Compact Layouts
  • Contact > Buttons, Links, and Actions > Update Action > Layouts
  • Contact > Buttons, Links, and Actions > Update Action > Predefined Fields

We would like it to look something like this:

desired.jpg

 

Any ideas where we need to go to do this? I'm at a loss.

2 respuestas
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    28 mar 2022, 21:18

    Doesn't look like this is possible.

     

    Only certain types of fields can be secondary fields:

    • Supported fields: short-text, phone numbers, and numbers. For objects that have an auto-number field as the name field, such as cases, the name field is the secondary field.
    • Unsupported fields: formula fields, HTML-formatted fields (URL and email), inline image fields, picklists, long-text fields, and lookup fields, unless the lookup field is in contacts or opportunities. For contacts and opportunities, the related account is the secondary field by default and can’t be customized.

    https://help.salesforce.com/s/articleView?id=sf.customizing_search_layouts.htm&type=5

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