Table of Contents
What does a lookup field return in Salesforce?
By using a lookup field, you can search specific information within a Salesforce object and return the content of a field, a record ID, or an account ID in another object.
How does lookup work in Salesforce?
In Salesforce, lookup fields allow users to associate two records together in a relationship. For example, a user can associate a contact record to an account record using the Account Name lookup field. When users edit a lookup field, they need to find the right record to associate.
How do I convert a lookup field to a text field in Salesforce?
Just create a Formula(TEXT) field and use the Advanced Formula Tab and the insert Field button and navigate through the Lookup Account> field to the Account>Name in insert it into your formula.
How do you use a lookup field in a formula field?
0:366:39Search for the object you’re going to use. And find it in the list but one way or the other get toMoreSearch for the object you’re going to use. And find it in the list but one way or the other get to the object manager. And get to the object. You want to create the formula.
What is difference between master-detail and lookup?
The Salesforce lookup relationship has no relation with other records. It does not depend on any other objects, whereas a master-detail relationship has an association with other records. On the other hand, the lookup relationship is just a reference. It can be even blank or NULL.
Are lookup fields searchable in Salesforce?
lookup field are searchable.
How do I auto populate lookup field values to other fields in Salesforce?
Follow these steps:Step 1: Create a Process. From Setup, enter Builder in the Quick Find box, and select Process Builder. … Step 2: Choose Object and Specify When to start the Process. Click Add Object. … Step 3: Define Criteria. Click Add Criteria. … Step 4: Define Immediate Actions. … Step 5: Activate the Process.
How do I use a lookup field in Salesforce?
To add a LookUp field based on the value of another field:Click on SetUp (Gear Icon) and then click on the Object Manager.Click on the object you will be adding the Look Up field to. … Select Fields & Relationships and then click the New.Select Lookup Relationship from the Data Type list and click Next.More items…•
How I display a custom field in a lookup field?
To configure a Lookup field of an objectIn the Custom Fields & Relationships section, click New.On the Step 1. … From the Related to list, select the object whose lookup you want to add to the object, and click Next. … In the Field Name field, enter the name of the field and other details, and click Next.More items…
How many types of lookups are there in Salesforce?
Clicking the icon opens a lookup search dialog that allows you to search for the record that you want to associate with the record you’re editing. There are two main types of lookups: standard and enhanced.
What is lookup field?
A lookup field is a field in a table whose value is retrieved from another table or query. Whenever possible, you should use the Lookup Wizard to create a lookup field. The Lookup Wizard simplifies the process and automatically populates the appropriate field properties and creates the appropriate table relationships.
How do I make a lookup field read only in Salesforce?
Setup -> Security Controls-> Field Accessibility -> now select the object which contains this field. Then click on View by Fields. Now select your field from the drop down. Next to the profile for which you want this field to be read only click on editable or hidden.