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

Sales Program Object with Contact field filter


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: enter image description here

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

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  • thanks for the reply. my criteria is currently: Sales Program: Account equals field Account Contacts: Account ID. This does not filter the the Contact list. I was able to do this same process on an Activity but using the same logic is not working here.\ – Michael Oct 10 '16 at 20:16
  • It works fine in my org, also in a M-D relationship to Account. Would you be able to include a screenshot of your Lookup Filter Criteria? – Guy Clairbois Oct 10 '16 at 20:28
  • I have added an image of my filter configuration to the original post. Thanks, – Michael Oct 11 '16 at 12:18
  • hmm my filter looks exactly the same and works fine for me. The only thing that strikes me is the term 'Account Contacts' on your right-side parameter. Are you sure that is the right field? I'd expect a 'single' contact.. – Guy Clairbois Oct 11 '16 at 12:43
  • This is a custom field and I named it so that the user will know that they will only be able to search for Contacts on the Account that is associated to the Sales Program object. Thanks, M – Michael Oct 11 '16 at 14:56

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