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TheCustomCloud Searchable phone numbers
Salesforce saves phone numbers like this (905) 123 - 1234
Agents type numbers in the search like this 9051231234
This works for standard account and contact objects but not for my client's custom objects.
There are hundreds of thousands of records so the addition of a hidden field that changes the phone format to be more searchable is not a valid option at this point since this field would only be updated if each record was opened and resaved.
The Salesforce support does not have any solutions for me so I am reaching out to you guys in the dev community. Please help!
Formula fields are not searchable as far as I know.
I found out what the problem was, another developer had made the fields as text fields. I changed them to phone, problem solved.
All Answers
Why don't you use a hidden (Page Layout) formula field ?
Formula field are calculated on the server so no need to save it.
Your formula could remove all the formatting or add some specific pattern to ease the advanced search
Formula fields are not searchable as far as I know.
I found out what the problem was, another developer had made the fields as text fields. I changed them to phone, problem solved.