Custom Account Search by Mobile or Pan Number Using Lightning Aura Component

Custom Account Search Using Lightning Aura Component

Introduction

This blog post explains how to implement a search functionality for Account records based on Mobile Number or PAN Number in Salesforce.

It features two custom input search boxes:

  • Search by PAN Number
  • Search by Mobile Number

Users can enter either PAN or Mobile Number, then click the Search button to display matching records in a table format.

Step 1: Create Custom Fields on Account Object

Create two custom fields on the standard Account object:

  • Mobile_Number
  • PAN_Number

Step 2: Create Apex Class for Search Functionality

Write an Apex class that retrieves Account records based on the entered Mobile or PAN number parameters.

Step 3: Create Lightning Aura Component

Develop the Lightning Aura Component to provide the UI with two input fields and a Search button.

Step 4: Lightning Component Controller

Implement the client-side controller for handling user actions and invoking Apex methods.

Step 5: Lightning Component Helper

Add reusable helper methods to support component functionality.

Step 6: Create Lightning Application

Build the Lightning Application to host and run the component.

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