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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33 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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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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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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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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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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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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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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21 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
56 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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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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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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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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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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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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56 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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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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30 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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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
32 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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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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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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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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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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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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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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25 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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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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55 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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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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66 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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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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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
25 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 ...
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Lookup Defaults for a Attendance Register

I have created an Services Attendance Register which uses 6 tables: Account – Standard Salesforce Object Service – Lists of Services Service Prices – Acts as the default price for the service between ...
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1answer
37 views

Error When Deploying Quick Action With Predefined Lookup Field

I have a Quick Action which works fine and has predefined field to a lookup record, AddressType, though it happens in all cases. When deploying to scratch org I get error Formula result is data ...
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How master-detail records are synchronized/accessible in junction object?

I have a Juction object CaseJiraItemAssociation__c which is have two master-detail relationship (on Case__c and JiraItem__c custom objects) and I have one outbound message (end point) on JiraItem__c ...
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lookup filter to show some specific user in custom lookup field

I have scenerio where i have two picklist field on a object and on the basis of picklist field value i have to display the user in custom lookup field owner where only selected user will be displayed. ...
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1answer
42 views

Lookup to Journey Data Extension

As every Journey that uses Salesforce Data as an Entry Source creates a Data Extension, I wanted to do a simple lookup to this DE. I additionally added to it a new column with a timestamp so I know ...
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How to populate value when trying to create record from quick create

I have a custom object (XYZ__c) lookup on Opportunity. When I am creating an Opportunity, I can create a new XYZ__c record from quick create on the Opportunity page layout. There is an Account lookup ...
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Lightning Experience Lookup Field not display option “Create new Object”

I have a question, I have a Lookup Field in Case to Order but when I click on this field the option "Create new Order" is not visible, just give me suggestions but this option "Create new Order" does ...
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How to insert data into lookup relationship object and show all child object data into parent object related to that parent Id [closed]

I am trying to write an api to insert data into the lookup relationship objects and retrieve all child data into parent object for that parent id. (suppose i am inserting 3 child object records for ...
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1answer
65 views

How can I get all the values from a column of a DE?

Having the following Data Extension named "RamiroTest", with just two columns Name and Email How can I print only the Email column values? This is the code I have for the moment, but it's not ...
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Lookup fields on a custom object seem to be missing?

My org has a custom object - call it Wario__c - with two lookup fields. It can be the child of either a Lead or a Contact object. In the Custom Object Definition for Wario, it displays Contact (...
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Restricting the options of a lookup field, based on the value of another lookup field?

Let's say I have three custom objects: Neighborhood, House, and Room. On the Account object, I have lookup fields for these objects. My goal: When the user selects a Neighborhood, I want ONLY the ...
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1answer
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Looking up custom object field & returning field based on multiple criteria

I have a custom object that contains a User field, as well as several other fields (Industry, State/Region). I want to look up these fields based on a Lead record and return the matching user (and ...
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Not able to select Customer community user in lookup on custom object

I have a custom object where I have a look up of User. When I'm trying to select the lookup customer community user it doesn't show user there.
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1answer
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Lookup records in a data extension and match on mailing data extension

I'm trying to write AMPscript that will take the data extension I'm mailing to and see if a record exists in a separate data ext. If it does then write to a value on one of our tables. Here's the ...
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1answer
39 views

Process Builder - Email notification only when lookup field changes from null to value

Process Builder to end email alert. 1 ) When Look(User) changes from NULL to Value the Send email alert to New Value 2 ) When look(user) changes from Value to NULL send mail to old value.
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SendEmail failed. First exception on row 0; first error: INVALID_ID_FIELD, WhatId is not available for sending emails to UserIds.:

Error: SendEmail failed. First exception on row 0; first error: INVALID_ID_FIELD, WhatId is not available for sending emails to UserIds. I want to send email through the snippet in below. List < ...