Add dependency fields on opportunity page for custom object

Question

I have a custom object of "vehicles": field1: make, field2: model

The issue I'm having is how do I accomplish 1) only showing makes on Opportunity page from custom object when make is clicked and 2) only show models on Opportunity page from custom object that match the make selected?

Example data:

• row1: make: toyota, model: camary
• row2: make: toyota, model: highlander
• row3: make: audi, model: a6

On Opportunity page, when user clicks make field, only toyota and audi will be presented in "dropdown"

On Opportunity page, when user clicks model field and toyota was selected for make, "camary' and "highlander" will be presented in "dropdown"

From the example data, need 1) when click make, all unique models are shown in dropdown, 2) when click model, all unique models related to make are shown in dropdown.

I originally set up Lookup Relationship for both custom fields make and model on Opportunity but the problem is when select make, the entire row from the custom object is shown "audi a6".

Answer 1

This is pretty simple actually, we do it all the time.

Each lookup field has lookup filters that allow you to limit the results of the search based on the value of fields on the object: https://help.salesforce.com/articleView?id=fields_lookup_filters_defining.htm&type=0

We've gotten pretty creative with these and even have fields that filter based off of other lookup fields. This is your best bet without code.

Note: These won't look like picklists, they'll still look like normal object lookups but users will not be able to see models of different makes:

Note:

I'm using a single object called vehicle classification that has 2 record types, make and model. The idea here is that if the parent field is empty, it is a make, if the parent field is populated, it is a model of the parent make. Hope that makes sense (HA! pun).

This should be transferable to two different objects though.