Create a custom field with a lookup filter. From Setup, click the Object Manager tab. Click Case, then click Fields & Relationships. Click Contact Name, then click Edit. In the Lookup Filter section, click Show Filter Settings. Click the lookup icon and choose Contact Name, then Account ID, then click Insert.
- From Setup, click the Object Manager tab.
- Click Case, then click Fields & Relationships.
- Click Contact Name, then click Edit.
- In the Lookup Filter section, click Show Filter Settings.
- Click the lookup icon. …
- Choose equals as the operator.
- In the Value/Field menu, select Field.
Table of Contents
How do I set up a lookup filter?
In the Lookup Filter section, click Show Filter Settings. Click the Find icon to select the Field, and fill in the filter details. Ensure Required is selected next to Filter Type.
What fields can be referenced in a lookup filter?
A lookup filter can reference other fields on the same record (source); fields on the records of the lookup object (target); fields on the user’s record, profile, and role; and fields on records directly related to the target object.
How do I create an equal value field in Salesforce?
In the Lookup Filter section, click Show Filter Settings. Click the lookup icon and choose Contact Name, then Account ID, then click Insert. Choose equals as the operator. In the Value/Field menu, select Field.
Is it possible to move custom lookup filters between Orgs?
I don’t think that it is possible to move custom lookup filters in standard objects between orgs with change sets. It should be possible using the Metadata API though, since the CustomField metadata has a field called LookupFilter, which has FilterItem s and FilterOperation s inside.
Can you filter a lookup field in Salesforce?
In Salesforce Classic, administrators can make lookup filters required or optional. In Lightning Experience, all lookup filters are required, even if admins specify them as optional in Setup….Required Editions and User Permissions.User Permissions NeededTo manage lookup filters:Customize Application
How do I add a lookup field in Salesforce search?
Specify Lookup Search Filter FieldsFrom the management settings for an object, go to Search Layouts.For the Lookup Filter Fields layout, click Edit.Use the arrows to add or remove fields from the layout and to define the order in which the fields display. … Click Save.
What is a lookup filter in Salesforce?
Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
How do I filter a lookup field?
While still viewing the Case object, select Fields & Relationships. Select Contact Name, then click Edit. In the Lookup Filter section, click Show Filter Settings. to select the Field, and fill in the filter details.
How do you add a field in lookup?
Create a lookup field in Design View In the first available empty row, click a cell in the Field Name column, and then type a field name for the lookup field. Click in the Data Type column for that row, click the arrow and then, in the drop-down list, select Lookup Wizard.
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…•
What is possible using lookup filter on an object?
A lookup filter can reference other fields on the same record (source); fields on the records of the lookup object (target); fields on the user’s record, profile, and role; and fields on records directly related to the target object.
What type of field can a lookup filter be applied to?
Lookup filter criteria on Account Name only apply to business accounts, not person accounts. For example, your lookup filter criteria is Account Name does not contain book .
How do I create a dependent lookup in Salesforce?
If the referenced field on the source object is a lookup, master-detail, or hierarchy field, users can’t change its value by typing. Instead, users must click the lookup icon and select a value in the lookup search dialog. Tip Dependent lookups are supported in Visualforce pages.
How do I create a lookup in Salesforce?
To create a lookup relationship in Salesforce:Navigate to Create > Objects.Click Sertifi EContract under the Label field.Scroll down to Custom Fields and Relationships.Click New. The New Custom Fields and Relationship wizard opens.Select Lookup Relationship from the list, and then click Next.
Can we use formula field in lookup filter?
If a formula references global merge fields that the lookup filter doesn’t support, the lookup filter can’t reference the formula. Lookup filter criteria on Account Name only apply to business accounts, not person accounts. For example, your lookup filter criteria is Account Name does not contain book .
What is a benefit of using a lookup filter instead of a validation rule Salesforce?
Validation rules and lookup filters achieve similar ends, but offer different advantages. Use a lookup filter: To improve user efficiency by limiting the number of available options in a lookup search dialog. To improve user efficiency by automating filters on lookup search dialogs that your users manually set.
Follow Along with Trail Together
Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.
Introduction
From coffee makers and car engines to your email inbox, using filters is an easy way to keep things free of gunk. That’s also true when it comes to keeping your data clean. A lookup filter limits search results, restricting the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
Set Up Restrictions with Filters
AW Computing’s customer support manager Kenya Collins tasked you with restricting users when they’re selecting a related contact for a case. Set up the case object so users are only able to choose contacts associated with the account from which the case was created.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
