How to create related lookup filters in salesforce

Create a Lookup Relationship.

• From Setup, click Object Manager and select Case.
• Select Fields & Relationships and click New.
• Select Lookup Relationship as the Data Type, then click Next.
• Select User from the Related To picklist, then click Next.
• Rename the Field Label to Backup Agent.
• Rename the Field Name to Backup_Agent.
• For Description, enter: Used to identify the assigned support rep when case owner is away — for support use only.
• For Help Text, enter: Who is the assigned support rep when case owner is away?
• In the Lookup Filter section, click Show Filter Settings.

Full
Answer

What is a lookup field in Salesforce?

When creating a lookup field you are essentially relating the field to another object (e.g, table) for its values. They can be used to lookup a value on related lists, be useful for relating objects for custom report types, or create a relationship for tracking to name a few.

Is it possible to filter related lists in Salesforce?

Unfortunately, as of this writing, Salesforce currently does not natively support filtering related lists. There are two big ideas on the Idea Exchange requesting this very feature and are tentatively on the road map (safe harbor): Workarounds exist but usually involve writing code or using a third-party app.

How do I use filters in lookup fields?

LookUp fields can use filters to drill down on specific data to display in the picklist or they can be based on the value of another field, or a combination of both. Using another field’s value to determine another field’s choices can be helpful. The best example of this is the Related To and Name fields on many Salesforce pages.

How do I add an Account ID to a lookup filter?

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. Click the lookup icon and choose Case, then Account ID, then click Insert.

What is a related lookup filter in Salesforce?

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 are related lookup filters?

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 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 filter in Salesforce?

Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. … Select an operator for the filter and type the filter value in the next field. … Click Save.

Can we add filter to lookup field in Salesforce?

Set Up Restrictions with Filters 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.

What is lookup relationship in Salesforce?

A lookup relationship essentially links two objects together so that you can “look up” one object from the related items on another object. Lookup relationships can be one-to-one or one-to-many. The Account to Contact relationship is one-to-many because a single account can have many related contacts.

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.

What are related lists in Salesforce?

The Related List – Single component shows a list of related records based on one specific object. For example, if you’re looking at a contact detail page, you can specify to see the cases related to that contact, without seeing all other types of related records.

How do you populate the lookup field with data in all records in Salesforce?

To preserve existing data, here is another approach:Create a Lookup relationship instead of a Master-Detail relationship. … Add a valid value in the lookup (foreign key) field of each data record in the custom detail object.Edit the object relationship and change the relationship type from Lookup to Master-Detail.

How do I create a logic filter in Salesforce?

To add filter logic,From the Lightning Experience report builder, click Filters | | Add Filter Logic. … Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. … Click Save.

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.

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.