Questions tagged [lookup]

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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8 views

How to auto populate CPQ Quote in Email Message object Related To lookup field?

I have created CPQ Quote in my edition. Based on my requirement i need to send listed Quote data in selected Template using Email Message. Once clicked save & Email Button in Send an email screen ...
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24 views

Multiple records to be selected Via Lookup relationship Salesfroce

I have a custom object Patient. Requirement- New field with below details: Field label: "Linked Patient ID"; Field type = Lookup to Patient, should allow multiple values to be selected. Where ...
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21 views

Do I need two lookup components used on one page to create different events?

I need two similar lookup components on one page of an App. So far, I have used the code in Create Re-Usable Custom Lookup Component However, these two components must listen to different events, ...
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80 views

Winter 20 - change in behaviour - “New” button on Lookup search results

It seems there might have been an undocumented change to the behaviour in lookups in Winter '20? Previously, when clicking the "New" link at the bottom of search results, I'm pretty sure that a "New" ...
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74 views

Create a LWC lookup field without creating new record

I have a custom lwc that isn't directly linked to an object instance. On this lwc, I would like to use the lwc lookup input to lookup a related object and get its id. I'm struggling to do this, as ...
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24 views

AMPScript LookUp not retrieving any value

I've added a Lookup in my email to retrieve the language of the customer but, despite there is data, the function doesn't retrieve anything (I tried with different values or Data Extensions but with ...
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24 views

Reparent child records from different child objects

I have a situation where I have a parent object with around 15 lookup child objects. In a certain business scenario, the parent record will be replaced by another parent record, so that all these ...
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83 views

Must provide either 'fields' or 'layoutTypes' on a flow screen lookup

I'm trying to build a flow with a lookup component. However, I'm always getting the error : Must provide either 'fields' or 'layoutTypes' when providing childRelationships param. Here are the ...
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46 views

Working round the lack of formula fields of type “Lookup Relationship”

When you have a master-detail chain of objects several levels deep, sometimes a lookup field to the root object on each child object is helpful for easy navigation or to show deeper records than the ...
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22 views

How can you access the fields of a lookup of a lookup of a lookup?

So lets say objectA has a lookup of objectB which has a lookup of objectc Is there anyway of doing: objectA.lookUpToB__r.lookupToC__r.fieldOfC__c ? or anything similar? Im trying to avoid ...
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39 views

Prevent user clicking outside Custom lightning component

I have a parent custom Lightning Component which includes a custom lookup component inside, for Account Edit/Create. I want when the user starts typing (and results start to appear in a drop-down list)...
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10 views

How to Show Specific Options for Lookup Field in Visualforce Page

Is there a way to specify what values are available for a lookup field that is on a custom visualforce page? The requirement is to only show certain values on a page that is creating a new object, so ...
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15 views

Importing custom object records with self lookup relationship to the custom object records on the same CSV file

I want to upsert some custom object records in a CSV file that has a lookup relationship to the another records on the same CSV file using sfdx upsert command. My CSV file: Name,Code__c,...
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Relate multiple contacts to activities in custom visual force page

In our Salesforce org, under "Activity Settings", the feature "Allow Users to Relate Multiple Contacts to Tasks and Events" is enabled. However, this seems to work only standard page layout when I ...
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27 views

Can Lookup Field be part of Composite Index?

I have an sObject say student( ..., student_name text,favourite_teacher lookup,marks integer) By the documentation , lookup fields (favourite_teacher) will be indexed by default. Is it possible ...
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86 views

How to dynamically set a lookup field for the force:inputField component

I am trying to set the value of a 'force:inputField' lookup field dynamically, but it is not working. On click of the edit button, the record edit page gets open, but the Account value does not get ...
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125 views

Pre populate Lookup field - lightning component

I am creating a new lightning component to use as a new Factfind area. I have a lookup field on the backend that links to opportunity and I am displaying this using an lightning:inputField. However ...
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12 views

How to close a standard lookup popup after Selecting a value

I need to close the standard lookup field popup after selecting the Link. Am calling the lookupPick method in my javascript. function lookupPick(param1, param2, param3, param4, param5, param6){ ...
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44 views

Ampscript: combining IF with Lookup or LookupRows?

We send emails to our dealers, and for each brand a dealer sells we have a record in a 'Brands' synchronized data extension. So if one dealer sells multiple brands, there will be multiple records for ...
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20 views

Can you update a lookup record field in apex? Such as object.relationship__r.field__c = x?

quick question here that's in the title. Is there any way to update the relationship record field in apex without looping through that object after querying a list of ids. Example snippet below that ...
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53 views

Lookup Contact Data and show Content Block by Id only if value is true

I am new to Salesforce and AMPscript and I am trying to set a condition to populate %%=v(@BodyContent)=%% with contact data (not journey data, therefore, I will need to use the Lookup) with a content ...
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20 views

How to populate related contacts list by selecting account in lookup?

I have two lookup's 1. Account Lookup and Contact Lookup Trying to get related contacts to the specific account selected . For that I have used a formula on contact field is Formula : Contact: ...
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22 views

How to populate related contacts in contact lookup by selecting account in account lookup in visualforce page?

I'm trying to populate related contacts in contact lookup by selecting account in account lookup in a visualforce page. For that I have searched in google and found some information to achieve this. ...
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24 views

How to create records for Person Account related to another Person Account

All I want to make @TestSetup Method to make coverage for my trigger. I need to make two Person Account and one is related to another. My code like below: // Person Account Setup String ...
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1answer
100 views

LookupRows loop on Entry Data extension and Lookup Data extension

I have two data extensions. Entry Data extension | CONTACT_ID | +------------+ | 1 | | 2 | | 3 | +------------+ Lookup data extension +------------+-----------+ | ...
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How can I return a Custom Object with a List of Parent Data from querying the Junction Object? [duplicate]

I am new to Apex trying to do some practice assignments and have gotten stuck on this junction object query. Task: Edit the current getUser() method to do the following: Return a custom object (that ...
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43 views

How can I change this method to query my master detail object?

I am new to Apex trying to do some practice assignments and have gotten stuck on this junction object query. Task: Edit the current getUser() method to do the following: Return a custom object (that ...
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1answer
41 views

lookup new record layout override in lightning

is there a way to have a different layout for '+ New [Record]' from Lookup field?
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26 views

Lookup field visibility based on picklist value is not working

I am trying to display a lookup field based on the value of a picklist. If the value 'Other' is chosen on the picklist, the showOtherAddress is set to true and then the rerender triggered by the ...
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1answer
40 views

AMPscript Returning a column value from a row only when it matches 2 other column values

I’d like to return a description column value when the values of 2 other columns in that row match the values I set earlier in the code with set @value1 = “X” and set @value2 = “Y” For example: set @...
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23 views

Lookup Query returning JSON instead of Relationship Field

My SOQL Query is: SELECT Account.Academic_Alliance_Manager__r.Name FROM Contact LIMIT 1 This is returning a string like the following { "attributes": { "type": "User", "url": "fillerurl" }, "Name": ...
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1answer
150 views

Trigger Email Send Notification from a smart capture submission

I have a landing page built in cloud page in SMFC with the smart capture form. The form is submitting the data to a DE table just fine. Currently right now I am exporting this data manually to sftp ...
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9 views

can we change sample text(search parent object) of lookup field

DO we have to change the sample text of lookup field, I have 4 lookup field which is releated to same custom object(purpose is to display the value based on lookup filter criteria), like as per screen ...
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43 views

Creating a lookup relationship between two standard objects using a custom field

We are using the standard Salesforce Account and Order objects and are populating records via the Bulk API (using jsforce). Both Account and Order have a custom field external_id__c, which is the ...
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42 views

SOAP API: Populate lookup using an external Id

Helping a client structure their C# SOAP API an upsert into Salesforce and we're running into issues. I'm having a hard time finding documentation on this. (searched all this doc, found nothing ...
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1answer
128 views

Using External ID field from User in Dataloader to set lookup field (User)

I have created below two fields - Object: User, Field API: identifier__c, Type: Text(25) (External ID) (Unique Case Insensitive) Object: Lead, Field API: Lead_Owner__c, Type: Lookup(User) Sample ...
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1answer
26 views

Cannot update lookup reference by External Id, if current reference is not null

Scenario: Product__c product = [SELECT Id, ProcurementGroup__r.Number__c FROM Product__c LIMIT 1] product.ProcurementGroup__r = new ProcurementGroup__c(ExternalId__c = '123'); update product; I am ...
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60 views

User lookup in my custom object is not showing the list of users available .Unable to select users from the look up field

I have a custom object (case) with look up field(Assigne agent) on user , lookup filter ( asignee agent > profile>name equals system administrator). When I create a new case ,I'm not able to look up /...
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24 views

Remove Autonumber on Lookup search

I want to display product name and tried to remove the autonumber in Search layout but still its displaying the Autonumber when searching a product..
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22 views

Opportunity product - Related list

I created a custom object : Discount__c ,that I want to link to Opportunity Product to see in each opportunity product all the discounts that there are on this product. Unfortunately we cannot ...
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34 views

Is it possible to restrict user to certain record type while creating new record from lightning lookup field

We have a scenario where when a user is looking up for a organization it should only look for External Org records which was acheived by Lookup filter in Lightning. The challenge is when there is no ...
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1answer
45 views

Filter Opportunities with Contacts Report by Fields on Contact Lookup field

I'm looking to create a report of Opportunities with some native Opportunity filters. These Opportunities also have a custom Lookup field pointing to a Contact: Project Contact. In the Opportunities ...
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29 views

How to use AMPscript lookup to show a users contact data for email personalisation?

From what I understand I can use a lookup to show a users contact data rather than bringing into a static data extension, great for journeys where a users number of loyalty points might have changed ...
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18 views

I'm having trouble. I would like if the test field is selected. Test2 is search-enabled

<c:customLookup aura:id="teste" objectAPIName="teste" IconName="custom:custom36" label="teste" selectedRecord="{!v.teste.Id}" /> I tried to use the onLookupChange of the lookup itself <c:...
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77 views

Fetching a content from Data Extension in an Email

I am trying to fetch content from one DE(Let's say A) and send it to another DE(Let's say B), where there is no common field between these Data extensions. I used this code below to fetch the data but ...
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55 views

Record not getting saved with lookup field, but does when the field is blank

I am new with Lightning and Javascript. I am trying to learn component level events in Lightning. I have made a custom object Pincode__c child of Account object(Lookup). Name and Account__c being the ...
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85 views

Lookup to Sendlog not working

I want to pull in the view as webpage url from the Sendlog, but it looks like my lookup does not return any results. This is a code snippet from my email: var @vawp, @subID, @jobID, @batchID set @...
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33 views

How to add Account (child) to Entity (parent) object

We have Entity object, which is the collection of all the Account. Now I want to change the Account And put it to another Entity object but I am getting some Error: Apex trigger onAccount caused ...
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2answers
23 views

Why does User lookup point to a random (disabled) user in the org when not specified?

We have a custom object MyCustomObject__c, which contains a lookup to the user reference. When we update this object by API, we might not set the value User__c, but Salesforce seems to be defaulting ...
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1answer
32 views

How to create a related list for Orders associated with a Contact record that appears on the Contact page?

I notice that there isn't an Orders related list that can be displayed on the Contact layout/page via the Customer Authorized By Lookup field on the Orders object. Is there a way to create a custom ...