Configure Default Search on Standard Subtabs for Leads

You can add default search criteria to standard subtabs for leads so that your salespeople can more easily find the subtab data that's relevant to their daily activities.

When a user opens the subtab at runtime, the records displayed are automatically filtered using the added. Users can change the default search value, but they can't change the default search field. They can, however, further refine their search by adding additional search fields and values at runtime.

Adding a default search filter to a subtab is optional. If you skip this step, then no search fields are automatically added to the subtab, but users can still see the search region and perform their desired search.

Use this procedure to add a default search filter field, operator, and value for the Contacts subtab search on the Edit Lead page.

Note: You can select only one default search filter for each subtab. When adding a default search filter to standard subtabs, note that the search filter applies to all existing details page layouts with this subtab. Let's say you add a search filter to the Lead subtab on an Opportunity details page layout. This means that the same search filter is added to the Lead subtab on an Account details page layout.

1. Sign in as a sales administrator or as a setup user.

2. Activate a sandbox.

3. Navigate to Application Composer, in the Configuration category.

4. In the navigation tree, expand Standard Objects, expand Sales Lead, and click Pages.

5. Ensure that the Application Pages tab is selected.

6. In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the Duplicate icon.

7. Type a new layout name and click Save and Edit.

   The Details Layout page appears.

8. In the Subtabs Region, highlight Contacts and click the pencil icon.

9. From the Configure Detail Form page region, go to the Configure Summary Table: Search Region.

10. Select the default search filter to apply to the Contacts subtab.

    You can select from a list of both standard and custom Contact fields. Note that you can't pick dynamic choice list fields, set ID-based fixed choice list fields, and any fields that aren't searchable. Also, if this subtab was added based on a many-to-many (M:M) relationship, then you can select from only those intersection object fields that are already displayed on the subtab.

    For example, you want to create a search filter to search for all contacts that have a job title of sales manager. Select Job Title from the drop-down list and select Equals as the operator and enter Sales Manager.

11. Click Done and ensure that the layout status for your Contacts subtab layout is set to Active.

12. Test the changes: Navigate to Sales > Leads as a user with access to the leads pages. Edit a lead and confirm that the data that displays on the Contacts subtab includes only contacts with a job title of sales manager.

13. Publish the sandbox.