Agents have FLS for most fields on opportunity and we have something called SA1 records. Those are the records owned by 'System Admin 1' user. Agents can access those records from a related list. But we wanna restrict them to search for Opportunities with just email or phone. They should not be able to find say opportunities in a particular state or address from global search.
#Salesforce Developer #Salesforce Admin #Systems Administrator #Administrator #Advanced-Administrator #SF Developer #Platform Developer #SF Developers #Application Architecture #Ladies Be ArchitectGlobal search looks through all the fields a user can see, so there is no setting to limit it to just email and phone. If agents do not need to see state or address at all, remove read access to those fields in field-level security and they will stop appearing in search. If agents need to see those fields on the record but you only want search by email or phone, you would need a custom search screen instead of global search. A simple option is a list view with filters on email and phone that agents use instead of the top search bar.