How to query lookup field in salesforce


Go into your setup->customize_opportunity->fields scren and click on the name of the field that is the lookup. On that field detail screen, you will see a field named “Child Relationship Name”. This is the name you need to append __r to and use in your query.


How to create lookup relationship in Salesforce?

How to create lookup relationship in salesforce?

  • Step 2. : -Selecting Related to Object. Now select Child object in step 2. …
  • Step 4. :- Establishing Field Level Security for reference field. Make sure the Field level Security is visible for all profiles.
  • Step 5 :-. Select the Page layout for child object field. Click on Next button.
  • Step 6 :- Adding custom related lists. Click on Save button as shown above. …

How to create a custom field in Salesforce?

  • Field Label: Type
  • Field Name: Type
  • Values: Select Enter values, with each value separated by a new line
  • Enter the following values: Website Blog Event Podcast Group Job Other
  • At Required, select Always require a value in this field in order to save a record.

What is lookup relationship 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.

What are lookup filters in Salesforce?

  • beta
  • deleted
  • deprecated
  • deprecatedEditable
  • installed
  • installedEditable
  • released
  • unmanaged

How to return a lead in Salesforce?

1. Go to the Object Mapping section and select the object where the field from Leads will be returned, in this case, Account. 2. Select the Salesforce field where the data should be returned and match it with the lookup object you created. SIGN UP FOR FREE.

How to create a search in Salesforce?

1. First, go to the Lookup section on the left menu and click Create lookup. 2. Select the Salesforce object where the search should be made to find a record (in this case the object will be Lead). 3. Give a name to your lookup, you might create more than one. 4. The lookup is based on an entry made on the form.

What is a lookup field 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 the other object. Let’s say these two objects are Accounts and Leads.


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