This type of relationship links two objects together. Lookup relationships are similar to master-detail relationships, except they do not support sharing or roll-up summary fields.

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Exact Target - Individual Email Result object - linking Lookup field to IER records in Salesforce

Apparently Exact Target "uses" Stack Exchange for support issues. More specifically, they have no developer support, and their API is "as-is", and either way I believe I have this isolated to a ...
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20 views

Compare if object's records already exists on another object [on hold]

I have a 2 custom objects say ABC__c and DEF__C with 2 lookup fields on Contact and Product. I want to create a method wherein once a record is being created in ABC__C it checks that If Contact+ ...
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11 views

Field Formula to Count Contact Number of Cases

I have done some researching and just trying to verify that this is not possible to count the number of cases a contact has created with a formula field. Is the only option a trigger? I'm assuming I ...
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18 views

Can I pull field data from an Event into its related Account? (Professional Edition)

Our company uses Events to represent demos of our SaaS product. We have several custom fields on the Event object where the person scheduling the demo leaves notes for the person who will run the ...
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24 views

Workaround to make Contact lookup field searchable

I believe the lookup fields are not searchable via Global search.. In the Case object we have contact as a look up field. When we search for a contact name in the global search it returns with 0 ...
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38 views

How to set a Predefined Field Value lookup field by ID?

I created an Opportunity Action, using the OpportunityLineItem as the Target Object. I want to set a Predefined Field Value for the field PricebookEntryID. When I add a new predefined value, select ...
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14 views

How do I create a master detail or lookup relationship to ContentVersion?

I've created my custom object, I want to add a lookup or (ideally) a master detail relationship to ContentVersion. However when I go to create a New Relationship on the custom object, I don't see ...
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20 views

Lookup Field Object

I have to get the object name of the lookup field in any object. I am using: sobjectType objectType=Schema.getGlobalDescribe().get('SA_S3_File__c'). then, to get the lookup field name, i am using ...
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22 views

How do we calculate the average value of a field in a lookup relationship?

We have a lookup relationship between a meter (parent) and an index (child). We would like to calculate the average of all indexes, and then validate if the entered value of the index is not greater ...
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26 views

Get Selected Lookup id in Javascript issue

I have created a Vf page.In that VF page I have look up field for Account look up.My requirement is to get the look up id and pass the id to text box.I have tried the below code but it is not working ...
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“maximum depth of master-detail relationship exceeded” Can't change from Look up To Master Detail

I have two Object, Current Relationship is Look Up I am trying change it to M-D. In change Field Type the field itself is "Grayed Out" with this Info. My Intial requirement was Master-Detail because ...
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53 views

How to limit the lookup by Type?

I added 2 RecordType values to the Account object. Now when an Account lookup is invoked from a visual force page, I would like to limit it by RecordType. Is there a way to do this? Hopefully via ...
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33 views

How to add 2 independent lookups to a page?

I am building a VF page. I'd like to have 2 lookups on the page. One for a built in Account object and the other one for a custom object Market__c. Short of building a new object that has ...
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1answer
37 views

Are lookup fields on the User object (e.g. to Contact) supported by the platform?

Aim – i need to have a lookup field on the user object which looks @ the contact object and only returns values where the email address is @domain.com Now i am under the impression that no lookups ...
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1answer
41 views

Lookup default value - AMPscript

This is going to be a fairly easy question for you I think. I have a lookup aimed at a Data Extension, but I want to set a default value for all lookups that does not find a value in the DE. Here is ...
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1answer
26 views

MultiSelect List that uses Lookup

Is it possible to create a custom lookup field that allows multiple selects? I couldn't find an option for it. I've created a Project object and was attempting to connect it with the Product object ...
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44 views

can you have a lookup search contacts and accounts?

I have a custom object that contains a lookup field and I want to search on contact and accounts.
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61 views

Lookup in visualforce page

It's possible to create a lookup in visualforce page to choose one of two visualforce pages with the data from object? I have one object, and I have to choose one pdf or another according the value ...
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How to correct a db schema?

I have problem in a Salesforce db schema. The relevant part of the schema looks like this: Program State District Site Scholar All are custom objects and each is related (lookup field) to the one ...
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2answers
104 views

Test Code assistance on Orders - System.SObjectException: Field is not writeable: Order.AccountId

I am not sure how to resolve this. With the new Orders Object Salesforce does not give you the option to create a new Order from the Opp. This is a requirement for our org. I have created a custom ...
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1answer
18 views

Are leads in lookup relationships still kept after conversion?

If I have a lookup field with a lead in and later convert that lead, what happens to the value of the field? I read somewhere that converted leads were only visible in reports.
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1answer
133 views

Relationship between Account and Opportunity and Account and Contact

On Opportunity there is a lookup relationship to Account.But why it behaves as Master-Detail as we can create Rollup Summary Fields on Account. Similarly if we delete Account then Contact gets ...
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99 views

How to override lookup icon in standard page layout

We need to override lookup icon in standard page layout and customize logic by ourselves. Anybody knows how to solve this?
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How to add Case lookup custom field to page layout within Self-service Portal?

So far I have been able of adding other types of Case custom fields - like text fields - to the page layout in Self-Service Portal. But when I try to add a self-relationship lookup to the layout, it ...
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How to make the workarround the Lookup field for the Flows [closed]

I have created the VisualFlows in Salesforce. I found, no lookup feature in the flows. can anyone let me know How to make the lookup field in the flows. Is there any workarorund for this requirement? ...
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1answer
23 views

Update the Lookup list

I have create a lookup from Account to an account. I need to display only the accounts with which are accessed by portal user. For this scenario, i have created a trigger on user, when user get ...
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1answer
50 views

Sharing rules on Community Users

I need to create a Account and have a lookup from account to Account as (Partner). Lookup will determine if related Account, related Contacts and Opportunities are visible to these Partner Community ...
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1answer
276 views

How to insert and get value for lookup field (Trigger)

I'm a new developer. I try to create new record by trigger.When create orderitem(line item) in order I need system to automate create new record in custom table name "Service" and copy Order id , ...
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42 views

Possible to use a formula to change field used to choose a record on lookup dialogues for Products?

I have the need to change the field that is clicked on to specify a particular record on the Product lookup layout. I can create a custom page if need be but I am curious if there is a way to use the ...
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1answer
41 views

limited fieldset in salesforce user object for lookup query

I need to get the owner's information when I run query for other salesforce object. For example, I am able to run the query [SELECT owner.email,owner.phone FROM task] successfully. However, the ...
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1answer
296 views

onchange event is not triggered when clear an input field

I am invoking an look up field as an input field in my visual force page. Upon the selection or clearing of the value on the look up field, I want to update another part of the page. Here comes a code ...
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1answer
27 views

Salesforce1: Fill lookup value in action from page

I have custom objects "Department" and "Visit in Department". In "Visit in Department" there is a custom lookup field "Visited department". On "Department" page I added an action "Log a visit". On ...
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2answers
36 views

Search: How to Lookup all Users with a particular Profile

When I click the hourglass to lookup a related record I see a list of "recently used" records. However it's quite likely that a user will want to see all the records. I need to see all Users that ...
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44 views

How to access field from related record via What or Who field?

Accessing fields from related records via custom lookup fields works like this: object.lookup_field__r.Name This piece of code would return the Name of the related record via custom lookup field ...
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48 views

Can't get information about another object

Hello I try build a trigger, this trigger fire in the register object, and when its create send the information to times object, but before insert the data in time object, have to testing if the ...
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1answer
62 views

Aggregate functions like min and max in lookup relationship

I had two custom objects Organization__c (parent) and Employee__c (child) which were related using lookup relation ship [lookup:orgnitation__c]. fields for Organization__c: name, total_slary__c, ...
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1answer
866 views

How to write a rollup summary trigger for a lookup relationship

Is there anyway to update a rollup summary field with lookup relation ship for a custom object. How can we achieve this using triggers ?
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1answer
44 views

Linking a Custom Object to the User object

I have a custom object called Sales Rep Location. This object looks up to the Quote and it is filled when creating a new Quote record. What we would like to is have this Sales Rep Location be filled ...
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658 views

Why can't I create a master-detail relationship between Product and my custom object?

Trying to create a master-detail relationship between my custom object (detail) and the standard product object (master). Initially it said I couldn't create this because I needed to make sure all ...
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97 views

All Fields not working on Lookup Search

I have Policy, Plan and Company custom objects where Company 1:N Plan 1:N Policy through lookup relationships. When creating a new Policy I click on lookup Plan, then I attempt to search by the ...
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18 views

how to get around global search error message

I receive the following message when I go to save enhanced lookup. You have enabled Global Search and the following search settings only apply to Sidebar and Advanced Search in Portals. To ...
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1answer
198 views

How to search on object lookup on custom field

I have a lookup field that displays the standard "name" field (renamed to Service ID) of a lookup object. However, this "Service ID" field stores the autonumberID of the object record and is not ...
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1answer
49 views

Need to populate an email referencing the latest data in a data extension

I'd like to insert content based on a user's last entry within a Data Extension; that is, if a user looked at five products over five days, I want to use the most recent product to insert content. ...
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1answer
284 views

Is lookup field supported in Salesforce1?

I am new to Salesfore1 & mobile development and facing one issue.. I am trying to create one publisher action with custom VF page as content source. Within my VF Page there was a custom field ...
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1answer
69 views

Limit for Related Look-up Lists

Suppose let's say I have 100 custom objects, and they all have a look up relation with Contacts. Are so many related lists supported? If so, can anyone give the max number of look-up lists supported ...
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345 views

Issue displaying lookup inputField through wrapper class results

Im having trouble getting the Financial_Account__c lookup field to display properly on my visualforce page. I am loading a wrapper class that contains Financial_Account_c and Holding_c. The Holding__c ...
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424 views

Do cross object formulas only work if the lookup field is on the same object as the formula field?

I have recently been using cross object formulas (I'll use COF for notation) for the first time, and as far as I can tell the only way to use fields from another object is if the lookup is from the ...
2
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2answers
47 views

Prevent DMLException when lookup's external id is unknown

Imagine a Custom SObject X with a lookup field for Custom SObject Y. Y has an external ID field EID. As described in this answer, I can create a record X like this: Y y = new Y(EID = 1); X x = new ...
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245 views

Roll-up summary on Lookup Relationship when multi-currency is enabled

I have one serious problem which i'm finding it difficult to resolve please help out..!!! I have Lookup relationship between Account and Opportunity(Custom Object) and i have enabled multi-currency ...
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Lookup Filter is not available for Production?

In our fulldev sandbox, on the Case object I have a Product2 lookup field, with lookup filters. It works perfectly. Why does it not deploy to Production? When I edit the lookup field, there is no ...