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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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1answer
31 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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1answer
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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1answer
37 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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8 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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13 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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12 views

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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0answers
24 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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1answer
47 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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1answer
62 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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0answers
11 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){ ...
1
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1answer
38 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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1answer
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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1answer
39 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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19 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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0answers
21 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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1answer
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 ...
1
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1answer
75 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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17 views

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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1answer
42 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 ...
1
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1answer
33 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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0answers
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 ...
0
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1answer
35 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
93 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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1answer
36 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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0answers
28 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
78 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
21 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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1answer
46 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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21 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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19 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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31 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
34 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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1answer
28 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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1answer
64 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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0answers
53 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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1answer
79 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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1answer
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
20 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 ...
1
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1answer
29 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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11 views

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
82 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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64 views

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 ...
2
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1answer
46 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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0answers
43 views

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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0answers
58 views

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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0answers
43 views

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
68 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 ...