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How to Enable Additional Call Reporting Fields in Salesforce Global Search Results

  • Published on Jul 6, 2026
  • 1 minute(s) read
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While Salesforce Global Search successfully retrieves Call Reporting records when searching for phone numbers or UUIDs, the returned search results usually only display record names. This differs from other objects (such as Contacts, Accounts, or Tasks) which display multiple contextual fields. Consequently, users are forced to open each Call Reporting record individually to identify the correct one, leading to operational inefficiencies.

This article explains how to configure the Call Reporting search layout via Salesforce Setup to include key fields such as Created Date and Owner Name.

Step-by-Step Instructions:

  1. Navigate to SF Setup: Click the gear icon in the top right and select Setup.

  2. Open Object Manager: Search for and select the Call Reporting object.

  3. Search Layouts: Select Search Layouts from the left-hand menu.

  1. Edit Results: Find the Search layout. Click the dropdown arrow on the right and select Edit.

  1. Select Fields: Move your desired fields (e.g., Call Direction, From Number, Time Talking) from the Available Fields column to the Selected Fields column.

  1. Save: Click Save. Your changes will take effect immediately for all users.

Note: Ensure that you add the fields to the correct Search Layout, as this may vary depending on the Salesforce profile. If profiles are not using the default Search Layout, the configuration may differ accordingly.