Skip to main content
Topics#MobileAbby Douglas's Question
Abby Douglas asked in #Mobile
Jul 27, 2015, 3:13 PM

Salesforce1: Account Search to Relate Account to Task/Event

Is it possible to add another data field to an account search on Salesforce1?  For example, when a user creates a new task it asks them to relate it to an account and directs them to a new page Related To - Account Search and when they search accounts it only shows the account name. We have very large accounts with multiple locations with the same name. The account site is the differentiator. Example: Account Name Wal-Mart Account Site: Chicago - South Loop. 

 

Is it possible to add an additional column of information to the view? 
3 answers
  1. William Tran (TranConsulting Inc (william@tranconsultinginc.com))
    Jul 27, 2015, 5:55 PM
    @Mikey, from my experience the Related To lookup search does not follow any of these layouts.  But if you or Abby could get it working, that would be great.  

     

    @Abby, unless you somehow get it working, the best practice is to ask the user to search for the customer and add a task/event on the customer record.  They should only add a task/event without being in a context of a  customer if that task/event  is private to them.

     

    Thx
Write an answer...
0/9000