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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3
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1answer
21 views

InputField with lookup relationship not working within a table

My issue is after putting a lookup input field into a table, although it displays properly and by clicking the lookup button it can successfully open the lookup dialog, it can't select - When I click ...
0
votes
1answer
20 views

Self look up and Reporting Requirements

For one of my object (for e.g. Bug), we want a self lookup to the same object to store child records (for e.g. Child Bugs). After that I created a custom report type on Bug with child object Bug. I ...
0
votes
1answer
34 views

Display Parent, child and grandchild's records

Once a parent(Contact) is selected I have to display a list of related records from child, grandchild and grandchild's child in one single page block. All the objects are in a lookup relationship with ...
0
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0answers
10 views

Data Load into Accounts (Std Obj) with a Lookup to Custom Object

The issue is that I am not able to map the LookUp Field with a value from the CSV as the Lookup Field is not displayed for Mapping. Tried Import Wizard, Data Loader, Workbench, Jitterbit ... None of ...
0
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0answers
24 views

Lookup Field Icon Doesn't Show Up On Sites

I am developing a site under my organization and a Case Management panel in it. I prepared a page called NewCase and basicaly built a template that includes Case fields in it. But lookup fields ...
1
vote
1answer
21 views

Lead trigger test fails - newbie alert!

Trying to write a trigger to set a lookup field (Account) on the Lead object, which is based on Account ID as a string that is passed through from an external form)... I have a working trigger (100% ...
1
vote
2answers
45 views

Need Help with Validation Rule(s) on Stage Changes

Need help with validation rules: Just found out our salespeople are not required to move their opportunities stage by stage. In other words, they can go from ‘Set Meeting’ to ‘Negotiation’ and bypass ...
0
votes
0answers
20 views

Contact's child records transfers

I have few custom child objects (lookup relationship) of Contact. My requirement is if I change the Contact owner from User A to User B, I want the child records of that Contact to be transferred to ...
1
vote
2answers
40 views

Change lookup dialogue's record display format

How to change the lookup dialogue's record display format. Whenever I click on a lookup field to display the list of records, it only displays me "Recently Viewed" records, however I need to view all ...
0
votes
0answers
13 views

Average of number of rows in a custom object with reference to Another custom object field

I created two custom objects (Orders & Order Items) Orders - List of Orders with Total Price and Other details Order Items - List of Items in an Order with reference to the Order Id in Orders ...
0
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0answers
38 views

I must be misunderstanding lookups

I feel I must be completely misunderstanding lookups, but regardless of where I search I can't find an answer to my problem. I have 2 existing objects. A standard object (Idea) and a custom object ...
0
votes
1answer
29 views

Contact's child records transfer

I have few custom child objects (lookup relationship) of Contact. My requirement is if I change the Contact owner from User A to User B, I want the child records of that Contact to be transferred to ...
1
vote
1answer
20 views

Account Reference returning null value causing and causing 'Owner Cannot Be Blank'

I'm trying to write some APEX to get the Owner of an Account (Account__c) referenced by a Lead and set that Owner as the Lead Owner. I'm running into an error where the variable contains a null ...
1
vote
1answer
14 views

Creating a lookup on Parent object's field

Can we create a lookup on one of the Parent object's field i.e create lookup on Child Object (Field B) to Parent object's field (Field A) such that at the time of record creation, Field B gives the ...
1
vote
1answer
58 views

REST API: How to insert values for picklist and lookup field types?

Introduction Hello, I'm working on synchronising data from a MySQL database into Salesforce using the REST API. I've got as far as inserting basic text values, but for complex field types such as ...
1
vote
2answers
43 views

How can I create an owner lookup field similar to change owner on any record

We have a request for a field to show a referral from internal sales users. I thought rather than a picklist that we would have to constantly manage, maybe there was a way to use the built in user ...
0
votes
2answers
33 views

GetChildRelationships not finding contact lookups for custom object

I have a custom object with many custom fields. Some of these fields are lookups to contacts. I have a visualforce page on which I need to list all contact fields for this custom object. I am using ...
3
votes
1answer
61 views

Access Id of Contact from lookup field

I'm working on an Opportunity trigger and trying to pull the ID of a Contact that's connected via a lookup field on the Opportunity object called "Inbound_Contact__c". However, when this gets ...
2
votes
2answers
46 views

Lookup Populate with Javascript

Greetings and thanks in Advance! Have a visualforce page that allows a user to create a related lookup object. <apex:inputField id="newCompetitorAccount" ...
1
vote
1answer
95 views

Related List not visible for selection from Page Layout

I have a custom object called Partner__c It has two lookup relationships to Contact standard object as shown below. But in Page Layout I am unable to see the Contact object available in the ...
0
votes
0answers
69 views

Add custom lookup field in VisualForce page

I want to create a VF page that displays a Custom Object's Lookup field. I create the object in my apex controller class using the new keyword and would like to add a lookup field to write another ...
0
votes
0answers
18 views

Lookup editable only in edit mode [duplicate]

I created a custom lookup field, but when I add the visualforce page (the lookup) to my object page, he stays editable in the details page. I want he stays read only at details page and editable on ...
2
votes
0answers
59 views

Using a Lookup Relationship in a Formula Field

I want to update a field on the the account object based on a field being updated on the contact object, in this case a date / time field. So far, I have setup a lookup relaionship field on the ...
0
votes
1answer
19 views

Custom Lookup Design

We have a Custom Object called "CaseEvents" which is a child to the parent standard object "Case". Case-CaseEvents is 1:M relationship. I would like to perform the following configuration a) ...
1
vote
1answer
40 views

Accessing lookup fields within trigger context

I have a custom object Customer with a few fields. One of the fields is a Lookup field that refers to a standard object Account. I'm writing a trigger that should fire before each insert/update. The ...
0
votes
1answer
40 views

Lookup Window From SelectList Option

Here's the deal: I have a search field that searchs the object selected from the list, presenting the results below in a table. But in my next step, i want to add the lookup icon next to the text ...
1
vote
1answer
60 views

VisualFlow - Field Lookup

I'm creating a flow and was wondering if there exists the capability to lookup records on the input screen. On the standard record creation page, some fields have a lookup icon, shown in the ...
1
vote
2answers
76 views

Hey I am developing an auto complete field instead of lookup and i want to save that field in controller on click. how can i do this?

Hey I am developing an auto complete field instead of lookup and i want to save that field in controller on click. how can i do this? I tried storing that value on click method but i am not even able ...
1
vote
1answer
35 views

Test Code for Apex Trigger - Trigger works but Test Code fails

I have this trigger code to pull down a contact lookup relationship from Account to Opportunity. Code below: //trigger to update relationship_manager on contact based on account trigger ...
0
votes
3answers
67 views

Prepopulate custom field in Contact Object Based on its Related Account Object

We have a custom field named "Region__c" in the account object. The same field is also present in the Contact object. When we select an account form the contact edit view we want to populate the ...
1
vote
2answers
50 views

Making a lookup readonly?

I tried to make a lookup read only from page layout and tried it from profile. But I am not able to make it read only on my standard page. Is it possible to make a lookup read only. Because we have ...
1
vote
1answer
74 views

How to Populate text field values onto a lookup/picklist?

Subscribe system object has a text field "legacy ID". 1 account can have many unique legacy ID. I have a new object Sub Details wherer I want to populate a picklist/lookup containing all legacy ID ...
3
votes
3answers
121 views

Custom object list view filter criteria does not return results

This is a pretty basic question but I have a list view that I created on a custom object that should be returning results but is not. Object B has a lookup field to Object A,. So lets say I have 2 ...
0
votes
1answer
41 views

lookup realtionship in triggers between two objects

for example in a lookup relation,customer object is a parent,bike object was child, both have same amount__c field ,when we enter the amount__c value in customer obj automatically update the amount ...
1
vote
1answer
39 views

set custom field value to other field of same object

I am trying to set the value of one object in a custom object to be the same as the value of another object before deleting the first object. When I use the assignment operator, nothing happens ...
1
vote
0answers
39 views

Change custom lookup on object through trigger

I'm trying to create a trigger that will remove a custom object called customer when another customer with the same first name, last name and title (MR, MRS, Miss) is added, so only the second entry ...
3
votes
1answer
28 views

External SalesForce Forms

Is it possible to create external SalesForce Forms that can populate fields in the same way as inside salesforce? We offer online teaching and the idea is that teachers, after every lesson, can fill ...
3
votes
1answer
42 views

Mandatory to create Junction object?

I have attached a screenshot of the schema. I have order, order_lines and shipment_lines related as in the following picture... Is it mandatory to create a junction object to get shipment lines for ...
4
votes
3answers
91 views

How to construct mileage expense formula without hard coding the mileage rate into the expense field

I have created a "mileage expense" formula field which calculated the "miles" field by the mileage reimbursement rate - $.56 - hard coded into the formula. Mileage reimbursement rates change at least ...
1
vote
2answers
55 views

list all on search in lookup!

I have in my business salesforce1 an object that has a Lookup to the object car. When I click on the magnifying glass to choose a car, this just shows me the cars that I've visualized. It is possible ...
1
vote
1answer
53 views

Related list availablity

I have custom object X which is look up with Account and custom object Y which is detail of X(master). Now I have to make Y appear in related list section of only those Accounts, whose reference ...
0
votes
0answers
80 views

AMPscript lookuprows function with date value - what's correct format for date

I have a "date" type field in my Data Extension named "upload_date". I want use lookuprows function to grab all records where upload_date is equal "8/26/2014 9:16 AM". Following call doesn't return ...
0
votes
1answer
71 views

How to have lookup field on a Salesforce1 Publisher Action only display records that match the lookup filter?

I'm having trouble in Salesforce1 with a lookup field on a Chatter Publisher Action not respecting the lookup field's required filter criteria. When users are in the Salesforce1 app (iOS or HTML5) ...
2
votes
1answer
86 views

How to preserve relationships upon data import?

I've set up lookup and master-detail relationships between objects in Salesforce, and I have SQL-exported CSVs of legacy data which mirror these relationships. How do I preserve the existing ...
2
votes
1answer
81 views

problem creating a dependent picklist

I want a user to be able to firstly select a value from a picklist and then to be able to select values in a lookup. For example, if the user selects the value "campaign" from the lead source ...
2
votes
1answer
27 views

delete look up reference

I have two objects A and B. I have a look up reference of B on A. In certain cases, if the A has B reference, I would want to delete the look up it by making it null or blank, so that I can look up a ...
1
vote
0answers
41 views

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 ...
0
votes
1answer
40 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 ...
0
votes
1answer
22 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 ...
5
votes
1answer
56 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 ...