How to Change Values Displayed in Lookup Field in Salesforce

#1MinuteTip In Salesforce, when you click on a lookup field, there are two values that are displayed. The “Name” field of the lookup object and a second field. So, how do you change the 2nd value displayed in lookup field?

For example, when you create a case and click on the field to add the contact, it will display the Contact Name & Account name like the image below.

Values displayed in lookup field in Salesforce

The information displayed as the 2nd value comes from 2nd column defined in the Search Layouts -> Default Layout on the object as shown below.

Object Search Layout -> Default Layout controls the information displayed in lookup field

To display a different value, change the 2nd field in the Default Layout. Liked I have changed it to Phone.

Change the 2nd field in the search layout, default layout

And now, phone will be displayed as the 2nd value in the lookup field for Contact.

The second value in the lookup field will be displayed based on search layout default layout

To display multiple values, you can create a formula field and set that as the 2nd column in Search Layouts -> Default Layout. I created a formula field of text type to concatenate Email & Phone on the Contact object and added that field as 2nd column in Search Layouts -> Default Layout. And now the lookup field shows the value as shown below.

Use formula field to display as second value in lookup field

IMPORTANT: Do note that not all the field types can be displayed as the 2nd value in the lookup field. For example, if you set the field type “Email” as 2nd column in search layout, it won’t be displayed in the lookup field. In that case, 3rd column from the search layout will be displayed. Do take a look at the Salesforce help article below to see those exceptions.

References & Useful URLs

Leave a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Don't Miss Our Pre-Launch Offer on "Mastering Salesforce Flows"

27% Off + FREE Premium Membership

Expires In

:
:
: