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.
1,018
questions
-1
votes
0
answers
16
views
I have a related list on contact and need to get it ID on contact record
The related object called wallet__C is linked to the contact. It can only have one record. Is it possible to get the ID of the wallet__c record and add it to a lookup field on the contact record?
0
votes
0
answers
29
views
Non-required lookup + lookup formula WHERE condition = weird results?
Lets assume sObject_A with a formula field that calculates some positive number based on record fields. If the number cannot be calculated due to lack of data, the number is set to -1.
sObject_B has ...
- 89
0
votes
0
answers
26
views
Vlocity/Salesforce Industries Cloud: Product Attribute of type Lookup?
Is it supported to create an Attribute of type "Lookup" in Salesforce Industries CPQ? I see that for example, Picklists, text and number are supported but i don't see Lookup to be supported. ...
- 837
1
vote
1
answer
53
views
How many LookUp and Master Detail Relationships we can create on a single object?
I have came through various articles saying that we create 25 or 40 Lookup relationships on an object but in my org it is showing relationship limit as 50.Can anyone confirm the right number?
- 17
0
votes
0
answers
113
views
How to save multi select lookup values
I have created a multi select lookup component.
Below I am pasting my code.
HTML
<template>
<div class="slds-form-element" onmouseleave={toggleResult} data-source="...
- 147
0
votes
1
answer
121
views
I'm unable to select the Id of the related record within the Flow. However, I can choose other fields without any issues
I have a weird problem and don't know how to solve it, maybe I am blind. Please have a look:
I need to update a lookup field on the Account object. This lookup field is present on the current record ...
0
votes
1
answer
156
views
Salesforce Flow - Update Records Element question
I think I have a pretty easy question for more advanced Flow users.
I was working through the Data and Actions in Flows module on Trailhead and on the 2nd section of the module called Data and Actions ...
- 3
0
votes
0
answers
22
views
How is ContactId determined in Visit object on Consumer Goods Cloud?
I'm new to Consumer Goods Cloud and I would like to ask you about a doubt I haven't been able to discover.
I have not understand how is the "Contact" (ContactId) standard Lookup field ...
0
votes
1
answer
98
views
Ampscript for Uppercase hyphenated values
I've been trying to solve an Ampscript code, but keep getting the same results. What am I doing wrong?
For /* Case 1: Uppercase hyphenated */
a) the original value looks like this A-BCDE
b) the ...
- 3
-2
votes
1
answer
48
views
is sharing settings of parent object can affects the lookup on child object?
My org account object OWD is private.
And one of my Sales Rep. try to make an opportunity record and in lookup he wants the account record which he doesn't own. So , can he create opportunity related ...
0
votes
0
answers
41
views
LookupOrderedRows function reutrning 'System.Data.DataRow[]'
I have the below ampscript to lookup the most recent purchase by the date based field "updated_date".
%%[
SET @SFCRMID = _subscriberkey
SET @orderId = LookupOrderedRows(&...
- 17
3
votes
1
answer
96
views
AMP script LookUpOrderedRows with deduplication
I'm writing an AMP script code to have a top 3 of products based on pageviews (=value1) inside an email.
I've started with the AMP script funtion LookUpOrderedRows and this gave me the desired outcome....
- 33
1
vote
1
answer
191
views
Auto populate Lookup Fields related to multiple Objects
I have a custom object called Project, that has related object called Milestone. I then have an object called Log which is related to both a Project and a Milestone.
If you create the log from the ...
- 11
0
votes
2
answers
258
views
Links in email not working in inbox
I have a data extension that contains customers along with a category. In my html content, I want to add the category for the customer IF the customer_id can be found within that data extension. If it ...
- 9
0
votes
1
answer
87
views
ampscript lookup to pull in all rows of data
I am trying to use the LookUpRows function to display specific attributes associated with the 2 members in my Data Extension.
The attributes are MEMBER_NAME, MEMBER_NUMBER, CUSTOMER_TYPE & ...
- 142
0
votes
0
answers
98
views
How to query child lookup objects correctly in Conga Composer?
I have a query added to a solution. The query fetches data from child a child record, but when I try to get name of fields in Template Builder, the fields that I select are provided in a format within ...
0
votes
1
answer
35
views
Default look up Behaviour Not Showing Recent searches
I have this Behaviour in my Dev Org that whenever I am an admin and I click on the Change owner (default OOTB feature) and click on the Look up, I can see this:
Questions
Where is this getting ...
- 47
0
votes
1
answer
57
views
AMPScript Look up values "Start" and "Finish" dates depending on which Step of the process [closed]
In my data extension I have fields for "start date", "end date" and "course's unit" (being 1, 2 or 3 depending on the number of classes for each course).
For each student,...
1
vote
3
answers
132
views
Query Lookup Relationship With SOQL Not Working
I have a SalesForce custom object named Loan__c which has a Lookup field called LoanLead__c and I'm trying to query that relationship with SOQL but I'm getting an error when I run the query SELECT Id, ...
0
votes
0
answers
230
views
Syntax for setting default value to related records data
Can I set a default value for a text field (name=Sales Manager Number) on the Account that is equal to a field of the same name (Sales Manager Number) on the user record that is related to the Account ...
- 311
0
votes
0
answers
195
views
How to clear out a lookup value from a flow
I have a flow where I sometimes need to clear the value of a lookup field to a User record. I've tried setting it to nothing (just blank in the update record), I've also tried {!$GlobalConstant.False},...
- 145
0
votes
0
answers
61
views
AMPscript Lookuprows difficulties
I have some difficulties on my ampscript code.
Context of the situation : I have this data extension
Product_Id is the primary key of this data extension.
I am coding by using ampscript so as to ...
0
votes
0
answers
73
views
Show case picklist values from parent object
I am working on showing picklist value on the basis of user permission set / profile.The picklist values on child needs to be shown on the basis of certain permission assigned to the user.
I do not ...
- 17
0
votes
1
answer
1k
views
Salesforce Flow Button on a Record Page to automatically fetch record info
I am trying to create a Custom button on an Opp Record Page to trigger a flow.
I placed the flow Button on Campaign__c Record page. This Object, Campaign__c, has a Masterdetail relationship with Opps ...
0
votes
1
answer
69
views
Lookup field: Need different value on opportunity
I have an opportunity setting where the user needs to select a previous opportunity via a lookup field (The relationship field allows users to click on a lookup icon to select a value from a popup ...
- 45
0
votes
0
answers
216
views
Viewing all the accounts and opportunites assigned to a user
Currently, I have two custom objects with the following fields:
AssignmentGroup__c
GroupName__c: Name of the assignment group.
Object__c: Name of the object whose records are assigned to members of ...
- 115
0
votes
1
answer
83
views
Invalid index (parameter 2) passed to Row function. (boolean values)
I've checked all the topic regarding this issue but still cannot figure it out,
Here is the code:
%%[
SET @promo = Attributevalue('Is_promotion')
SET @lookOrders = lookuprows("...
- 1
0
votes
0
answers
83
views
Question about inserting specific DE fields via AMPScript
I am working on an email where the DE in question will have anywhere between 3-6 rows associated with each person receiving it. On each of those rows, there is one field with a unique image URL, ...
0
votes
1
answer
49
views
🙏🏼 How to add a conditional limit number to a look-up field?
I need your help/advice.
I have a contact profile that has the following custom fields:
Checkbox Manager
Checkbox Tutor
Lookup field Apprentice
I need to work the lookup field filters so that ...
- 29
-2
votes
2
answers
982
views
Contact lookup shows not result on screen flow on Community
I have created a screen flow to be used on the community website but the contact lookup field is not working. I tried all available suggestions on google and still no luck.
- 9
0
votes
1
answer
131
views
Lookup's related Lookup is blank in test class, even with test data inserted
My Lookup's(MD) related lookup field is coming up as null in testclass. So I have 3 objects, lets Objects X, Y and Z
Z is the detail and Y is the Master.
Y has a lookup to X
In the test class I am ...
- 27
0
votes
1
answer
44
views
Lookup function in email builder returning error "invalid field" and does not pull data
I am trying to pull first name of a contact to my email (emailbuilder) through a simple lookup on my shared data extension.
<div style="display:none">
%%[
var @dataExtension, @...
- 1
-1
votes
1
answer
38
views
Variable does not exist (using startsWith)
With this code, I try to check the two conditions of the size of the list and the field MyFamily__c which must not be null, and it works correctly, now I added the very first condition which consists ...
- 13
1
vote
0
answers
450
views
LWC - Help text won't disappear on lookup
I'm having an issue where the help text won't disappear when using a lookup field in my LWC. It only appears when the user hovers over the little help text bubble, but it lasts forever and I'm not ...
- 133
0
votes
1
answer
74
views
How can I identify when LookupOrderedRows returns 0 values?
I am using the LookupOrderedRows function to pull apartment suggestions into an email, but when there are no apartments available in the lookup DE it displays nothing.
I would like to know if there is ...
- 111
0
votes
1
answer
190
views
Trying to check user permission set from related object validation rule
Submitter field in the object has lookup to the user object. I am trying to create validation rule where only user with a specific custom permission set can be assigned to submitter field. But cannot ...
- 1
-1
votes
2
answers
205
views
Change owner in child automatically [closed]
When we change parent owner in lookup relationship, child owner should change. How can we achieve this in declarative manner?
0
votes
1
answer
4k
views
LWC Data Table: Hyerplink a record with lookup field
I am trying to add a hyperlink in my datatable to the records that are displayed. I achieved this for records that do not use a lookup field, where I can easily access each field as needed. But for a ...
- 5
0
votes
1
answer
374
views
LWC Custom lookup in custom datatable doesn't extend out of table boundary
I have a custom datatable which contains a custom lookup component.
(Custom lookup component is from: https://lwcfactory.com/custom-lookup-salesforce-lwc/)
I put it inside of my custom datatable, and ...
1
vote
1
answer
208
views
Change "what to do if lookup record deleted" for a lookup field with Self Relationship?
On the object "A" I do have an existing lookup field to the very same object "A". In the "Lookup Options" on this field the setting "What to do if the lookup record ...
- 41
0
votes
1
answer
96
views
Lightning Universal Lookup Component doesn't work with healthcloud standart objects
I'm using Lightning Universal Lookup Component in a screen flow. It works with objects like Account, Contact etc. but doesn't work with ClinicalEncounter or other health cloud standart objects.
Is ...
- 45
0
votes
0
answers
3k
views
"Required fields are missing" I got this warning even the value in that field is not missing
Required fields are missing warning when I'm saving the record on a lookup field and can't be saved but it has the value that it required
(FinServ__PrimaryOwner__c is the API name of the Primary Owner ...
- 1
0
votes
2
answers
1k
views
Lookup Relationship to delete children records automatically when parent record is deleted
Is there any admin setting in salesforce where child records are automatically deleted when the parent record is deleted when it is a lookup relationship?
- 11
-1
votes
1
answer
345
views
I want to link expense(custom object ) entries with Activity object[Possible duplicate but need workarounds]
Business requirement is to link existing custom object(Expense) to Activity(Task/Event). So that they can leverage capabilities of Activity object and link all expenses to an activity.
As per ...
- 147
0
votes
1
answer
422
views
Lookup component having search and create ability in flow
Is there any way we can utilize the lookup component available inside the record page, where we have the ability to either search for a record or create a new record altogether, be available in a flow?...
0
votes
1
answer
52
views
If / then to set an Id - Invalid id
The below code is an attempt to push some child objects my code creates into a master opportunity.
Not all Opportunities will be children, hence I want to do a check.
TargetOpid is the variable I want ...
- 1,308
0
votes
1
answer
216
views
AMPScript LookupOrderedRows and filtering/excluding based on value
I currently have an AMPScript block which is looking up values based on subscriberkey/client email, based on this displaying the results in an output table in the body of the email. (this is being ...
- 3
0
votes
2
answers
153
views
AMPscript LookupOrderedRows Error
I am trying to use the LookupOrderedRows function. I've followed the setup according to the AMPscript guide (https://ampscript.guide/lookuporderedrows/) but Marketing Cloud email preview is throwing ...
- 111
0
votes
1
answer
98
views
LookupRows returning an empty array
I am trying to return a row by using LookupRows but I can't seem to get past that as other functions that use my @rows variable throw an error. I am assuming it is because the LookupRows function is ...
0
votes
1
answer
1k
views
Custom Lookup Field in Datatable LWC is not showing data
I created the custom Product2 lookup field on WorkOrderLineItem. Custom Lookup Field in LWC Datatable is not showing data in the column. The field is editable, and the data is saved after changed.
The ...
- 57