Restrict Contacts only related to Account that is associated to a Custom Object

Question

I am trying to restrict the users ability to Select contacts to only those related to the Account. Here is the Structure:
On the Custom Object there is a Master-Detail(Account) lookup. I also have a Contact Lookup field which is the one I want to filter. I thought I could use a filter and have the it work like this: Sales Program: Account ID equals to Field Sales Program: Account ID. The issue is that I do not see Sales Program: Account ID just Sales Program: Account. Is this because I have the relationship of the custom object to Account is set as a Master-Details relationship? Thanks, M

Answer 1

Even if you see Sales Program: Account it will work as if referring to Sales Program: Account Id. Once you save the filter you'll see in Filter Criteria that it is saved as the Id.

I agree that this is confusing GUI by Salesforce.

So just go ahead and create the filter!

I did the same in my org and when creating the filter like this:

It ends up saving it like this (note the ID is added after Site:Account:

Answer 2

I know many are facing this issue, so I was also facing the same issue, the solution is that the particular "Sales Program" lookup of the Account should be on the same page layout. then only it will work. actually, what happens to the lookup filter pulls data basically from UI, so if data will present on UI then only it's able to fetch the data otherwise not.