Enable the Favorite Field for Quick Access to Records

You can designate records as favorites so that salespeople can quickly reach them to view and edit the records that they want.

Once you enable the favorite field for specific objects, then salespeople can add a filter for favorite records in the Workspace UI to help improve the speed to reach records.

Enable the Favorites field on the object for which you want salespeople to have easy access to frequently used records:

1. Sign in to the application as a sales administrator or a setup user.

2. Go to the Configure Adaptive Search task in Setup and Maintenance.

3. Click Setup and then the Advanced subtab.

4. Select the business object you want and from the Configure Fields: area, search for the Favorite field.

5. Select the Enable check box to enable the Favorite field for the selected business object.

6. Repeat steps 4 and 5 to enable the Favorite fields for all the other business objects.

7. Click Save and then click Publish.

Once enabled, from the Workspace UI, salespeople can change the columns that display for their search results. For example, they can add the Favorite column to display on the search results page and in what order by clicking Edit Column (the pencil icon).

1. From the Edit Columns page, search for Favorite.

2. Select Favorite and move from the Available area to the Selected area.

3. Click OK.

Those records that are marked as favorites are represented by a color-filled star icon. Those items not marked as favorites have a clear star icon. You can remove and add items to suit your requirements. When selected, the clear star icon changes to a filled star. You can also change the width of the columns by dragging their sides. Your preferences can be saved as part of a saved search.