Configure USAM Contact Fields into Facets

Fields from Contact Object can also be set up as separate facets on USAM.

  1. Navigate to Setup > Custom metadata types > Search & Match UI Configuration Custom Metadata Type > Manage Records.
    • Copy
      {
            "visible": "yes",
            "title": "Shift",
            "stickyFields": [],
            "sticky": null,
            "name": "advancedSeparateSearch",
            "layoutIcon": "fa fa-search fa-fw",
            "label": "Shift",
            "items": null,
            "filters": null,
            "editorIcon": "search",
            "advancedSearchField": "TR1__Shift__c"
      },
      • Title : Specify the name of the facet.

        • For example, "Shifts".

      • Name : Enter "advancedSeparateSearch".

      • AdvancedSearchField : enter the API name of the field from the Contact object.

  2. Adjust the Search And Match Layout field by adding the following:
  3. Click Save.

When this configuration is complete, the field will be removed from the CriteriaFieldSet fieldset on the Contact object.

Supported Field Types

  • BOOLEAN
  • CURRENCY
  • DATE
  • DATETIME
  • DOUBLE
  • EMAIL
  • INTEGER
  • MULTIPICKLIST
    • Except dependent and controlled picklists.
  • PICKLIST
    • Except dependent and controlled picklists.
  • REFERENCE
  • STRING
  • TEXTAREA

Not Supported Field Types

  • Phone
  • Time
  • URL
  • Dependent and controlled picklists
    • Those fields can be used only as a part of the Advanced Search Facet.