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I've migrated asset entries off a legacy Org, both orgs use auto numbers, and in the new org I've saved the old auto number (that is API field Name) in a Legacy_Name__c field. Colleagues need to lookup assets and sometimes they'll have to use the legacy names eg A-00015 but A-00015 is some completely different item in the new Org.

How can the lookup search use, if at all possible the Legacy_Name__c field as well as Name? Yes, they'll see 2 results but because the lookup results table shows additional info they'll know which asset to chose.

How can I add Legacy_Name__c in the lookup results view as well?

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If what you want is to display Assets after a search on Salesforce with several fields as the results of your search you can easily do this by going to the Asset object and changing the Search Results.

Click on Setup-->Customize (under Build)-->Asset

After you clicked on Asset you will have a number of options bellow this object. Click on Search Layouts. Now click on Edit left of Search Results. Move to the Selected Fields box all the fields you want to use for your search results. Here you can use the Auto-Number and any reference from the old system. - Click Save.

Now if you search for an Asset you will receive the information you need to know, from the old system and with the new Auto-Number in SFDC. This should indicate users which Asset they are dealing with.

Good Luck!

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  • I'm giving that a go, cheers. Also tried mass updating the names to the legacy names in my sandbox but dataloader just ignored every row, is the Name restricted for that kind of update? I can edit the name in sfdc web interface just fine on per-item basis..
    – Recct
    Commented Apr 29, 2017 at 19:58
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    You should be able to run Data Loader and modify the Name field. Are you sure that you have the correct mapping? Do you receive any errors?
    – Carlos Naranjo
    Commented Apr 29, 2017 at 20:07
  • No errors, finishes instantly with 0 success and 0 error, it's been a long day.. Mapping should be fine only 3 columns. It is an auto number however..
    – Recct
    Commented Apr 29, 2017 at 20:50
  • Yeah I think it was a combination of me not changing the field to Text first and/or the auto number start position being larger than the the names I wanted to update
    – Recct
    Commented Apr 30, 2017 at 15:42
  • Are you now able to implement your changes?
    – Carlos Naranjo
    Commented Apr 30, 2017 at 15:49

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