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When there is a lookup relation between 2 objects standard/custom the lookup field on child object is intended to contain only a pointer to the ID of the parent and establish the association between the parent and the child. Also this value cannot be changed. But when i refer few examples i can see some lookup field to contain reference number and some contain name which when clicked on the child record page redirects to the parent record page.

  • I need clarification on what value can and cannot be in the lookup field
  • is there any possibility to change it via process builder/trigger
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The database stores the record Id. Most UI elements will instead display a link whose text is more user-friendly, such as the Name, CaseNumber, etc. Process Builder or Apex Trigger can both change which record you look up to, but there is no way to change which field is displayed in standard UI elements.

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  • is there a possibility to modify what lookup field should display on UI?
    – Return0
    May 6, 2020 at 16:39
  • Not for out of the box UI elements, no.
    – Adrian Larson ♦
    May 6, 2020 at 16:50

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