Odd lookup behavior in LEx - not seeing records that are visible...

Question

Transitioning to LEx. I go to the Accounts tab, check the Person Accounts List View - I see a record with the first name of Kate. I go to the Case tab, click New, go to the Contact field, and lookup "Kate" - no results.

I swich to Classic (same User). I go to the Case tab, click New, go to the Contact field, and lookup Kate. The Contact record appears instantly.

I go back to LEx, Case, New, Contact field, lookup Kate - and now the Kate record appears.

What's happening? What am I doing wrong? Why doesn't Kate appear on my first try in LEx?

thanks

chris

Santosh Reddy · Answer

Hi Chris_centra,

Please have a read about lookup field in LEx.

https://help.salesforce.com/articleView?id=search_lookup_config_lex.htm&type=5

https://help.salesforce.com/articleView?id=search_lookup_lex.htm&type=5

Hope this helps!

Regards,

Santosh.

Odd lookup behavior in LEx - not seeing records that are visible...

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