Skip to main content

Configure list views and search layouts

Control which actions appear on the Employee list view and which fields Salesforce shows when users search for records.

Who can use this?

Salesforce Admins in Salesforce Setup.

Before you begin

  • You can access Setup and Object Manager in Salesforce.

Configure Employee list-view buttons

  1. In Salesforce, open Setup.
  2. Open Object Manager.
  3. Select Employee.
  4. In the object menu, open List View Button Layout.
  5. Edit the list-view layout.
  6. Select the buttons that should appear on the Employee list view.
  7. Click Save.
warning

Salesforce might not show layout changes immediately. Refresh the page or clear your browser cache if the updated buttons do not appear.

Configure a search layout

  1. In Salesforce, open Setup.
  2. Open Object Manager.
  3. Select the object you want to configure, such as Position.
  4. Open Details.
  5. Click Edit.
  6. If search is disabled, select Allow Search, and then click Save.
  7. Open Search Layouts.
  8. Select the default search layout, and then click Edit.
  9. Move the fields you want to show into Selected Fields.
  10. Click Save.

For Position searches, useful fields include Position Name, Description, Current Employee, Current Employment Term, Parent Position, Start Date, and End Date.