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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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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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5 views

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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30 views

How to Implement Custom lookup in 'Lightning Web component'? [on hold]

I am trying to implement the custom lookup in lightning web components, do we have any examples?
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1answer
23 views

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
27 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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1answer
22 views

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 < ...
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1answer
61 views

LookUp AMPscript fails when doing a look up on sending DE

When I try to SET a variable using a lookup from the Data Extension that we're deploying to, it doesn't work... when I set the value by placing just the field name it works fine. SET @Currency = ...
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1answer
85 views

lightning:inputField Lookup mobile

So I know that on mobile <lightning:inputField> for lookup fields doesn't work. It's right there in the documentation (not clearly, but it's there if you know what to look for). But if you check,...
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1answer
28 views

How to compare two IDs of different objects in testing? [closed]

Getting a failure error after running the test class... System.DmlException: Insert failed. First exception on row 0; first error: FIELD_FILTER_VALIDATION_EXCEPTION, Value does not exist or does not ...
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2answers
17 views

How to create Account while creating New Contact from the Contact lookup on Lead

On Lead, I have a lookup to Contact. When I attempt to create a new contact from this lookup field, the new Contact dialog box appears, but within here, I cannot create a new Account from the Account ...
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0answers
18 views

Sales Cloud: Related list and getting the right triggering object

I am using the Account standard object and the Opportunity standard object. I have a lookup relation from Account to Opportunity. A 'Related List' appears on Opportunity related tab. The code ...
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17 views

Cannot set <force:inputField> validation error on field in custom quick action lightning component

I have designed a quick action lightning component to clone one of our [complex] custom objects. The requirements are: Add a lookup field where the user would be able to choose another parent ...
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1answer
22 views

Custom Lookup Not Showing In Community

I have a requirement to build a custom component for Customer Community to create a new case. On the form I have a lookup field to a custom object that doesn't want to work. Are lookups to custom ...
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1answer
21 views

Formula to Concatenate all Public Group Membership Names onto User Record

I need to create a custom field on the user table that concatenates the public groups this user is a member of separated by ', '. Does anyone know if it's possible to pull public group data through to ...
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22 views

How to validate lookup lightning input field in record Edit form

I have a record edit form with multiple custom lookup fields. Standard validation rules on lookup fields with an invalid input would give an error message "An invalid option has been choosen". Looks ...
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1answer
35 views

How do I reference a Contact's Salesforce ID using AMPscript in an SMS message?

We are running a series of SMS messages from a journey starting with an outbound message then a series of response messages using the next keyword. I have a Data Extension that triggers the journey ...
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5answers
36 views

Field type for lookup

The client has an object with multiple fields. One field is to choose an account. Another field is customer type. Customer type is currently a picklist, but the client wants to change it to a lookup ...
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3answers
45 views

Trigger that updates a standard field

I want my trigger to update the name of the standard Parent Account field to the name of the custom Parent_Account_for_LAM field whenever it is updated. But I keep receiving this error: Error:Apex ...
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1answer
20 views

Is it possible to create a picklist of Record Types?

I need to create a picklist on an object, where i can select record types that are filtered by a lookup field. Example: Accounts object has a lookup field for Custom_Object B Account also has a ...
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1answer
42 views

Create lookup field that can relate to two types of objects

I have a custom object, that I would like to relate to the built-in Accounts and Opportunities objects. Sometimes this custom object can be related to an Account, sometimes it can be related to an ...
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1answer
23 views

Auto-Populate a Lookup Field without Saving? Is This Possible?

is it possible to auto-populate a lookup field without saving the case record type? (without code/via config) Scenario: Case Record Type. -User uses lookup field 'Client Product' to select a ...
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1answer
43 views

Email Alert on status field selection. Flow Trigger to compare last modified date

I have a requirement to send email alert when seminar attendee(custom object) is selected as contact (look up object) and seminar status as "attended". But when same contact is selected for another ...
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1answer
66 views

Use lookup value within concat function

I am having some difficulty producing a string where I am attempting to use a lookup value within a concat function. Below is the code I am trying to execute. - Any assistance here would be greatly ...
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2answers
68 views

AMPscript Lookup Function Error

I need to populate an HREF by looking up a value in a data extension. Here's what I'm using as the email AMPscript to generate the HREF URL: %%[ Var @LINK_VALUE, @EMAIL_ADDRESS, @BASE, @...
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1answer
28 views

How to check account is lookup of how many object

How i can check if account is lookup in any other objects in salesforce.
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1answer
287 views

Need help regarding the new Lightning flow builder (lookup field)

so as the title says I'm trying to populate a lookup filter when inserting a record using a Flow, I already created the lightning component to serve as a Lookup field and I was able to show it on the ...
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1answer
20 views

Populate travel zone based on zip code

We have a location object with a zip code text field. We have a custom zip codes object containing around 40000 zip codes and their travel zone (A,B,C or D). I want to populate the travel zone on ...
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1answer
18 views

Salesforce Confused on what object it is looking for

In our environment, we have two custom Course objects, one's identifier is Course__c the other is hed__Course__c. (Don't ask me why, it's just how it is.) The one I am focused on is Course__c. ...
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1answer
40 views

“id value of incorrect type” when using force:data:tree:import

This is a follow-up to my previous question where I asked for help importing data for lookup fields: How do lookup relationships work with force:data:tree:export? Don't know where to start I can ...
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0answers
34 views

Ampscript Not Working on Send SMS Journey Activity

I'm trying to create a journey to send a SMS with some personalization strings. The Journey is sending the SMS but all the ampscript variables come in empty, I'm using the following code: %%[ SET @...
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1answer
68 views

How do lookup relationships work with force:data:tree:export? Don't know where to start

I'm trying to import and export data between scratch orgs using force:data:tree:export, and I'm having trouble finding documentation that explains how to handle lookup relationships. Lets's say that ...
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1answer
35 views

SearchUi.orgHasAccessToSearchUiPages error

I'm seeing a strange error today. Our org has a visualforce page where guest users insert a record. One of the fields for this record is a lookup. We allow these users to use the spyglass to search ...
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1answer
103 views

Force.com Sites - Lookup Access Error for Guest Site User

I have setup a Force.com Site with access to Visualforce page, however receive an error message when trying to use the Lookup fields on the page. Some troubleshooting I've done so far: Grant access ...
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2answers
17 views

Getting error message while calling Contract field from Account Object

select Name,UltimateMotherKIS__c,contract__r.Name FROM Account ^ ERROR at Row:1:Column:34 Didn't understand relationship 'contract__r' in the field path. If you are ...
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0answers
34 views

Lightning Experience Formula Field With Old Value

I've "A" object with two fields: a lookup field (object B) and a formula field (field status of object b) and a "B" object with lookup field to "A" object. In lightning experience I open record "A" ...
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2answers
108 views

Many Lookup Relationship for One Object

I have the case of an object having two lookup relationship and I call for a list containing both relationship as follows. This is my Setup code public static List<Job_Application__c> ...
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1answer
16 views

Assign a record as a look up object before insertion

I am attempting to write an api endpoint meant to upload many objects of one type. This object, MyObject, contains a lookup field that looks up another MyObject record for translation reasons. ...
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1answer
52 views

Dynamic lookup? What is the best practices?

I know that lookup is 1-M relationship between just two objects. Tried to find but so far wasn't able a proper way. Maybe someone faced the same case and can share or give an advice? Use case: I want ...
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0answers
18 views

Lookup Filter or way of limiting results

I have a custom object that is related to the Case via a lookup which hosts the type of the case and some other variables. One of these variables is Contact Type which is currently a multi-select ...
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1answer
16 views

Add custom object form to Activity of another custom object

In a custom object, Student, I created the view shows the Activity section with tabs like New Event, New Task, and Log a Call. I have another custom object, Ticket, that has an association with ...
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1answer
42 views

SOQL Lookup failing to retrieve values

I have following query that I am trying to run: select X__Region__r.Name, Operating_Unit__c from X__Worker__c where (X__Worker_Status_Current_WA__c = 'Active') Where X__Region__c is a lookup to ...
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0answers
35 views

Implementing lightning component with number of lookup fields in community

I'm trying to implement a component with lookup fields. The form is to be created dynamically. I tried the following ways : Approach 1 Using <lightning:inputField> with <lightning:...
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1answer
29 views

How to pass two same lookup records to one set <Address__c> parameter

i have two classes. in the first class account object having two lookup fields like "ship from" and "ship to". but these lookup object is one that is Address__c object. these lookup fields have ...
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1answer
33 views

How to establish One to Many relationship using Apex

I am building an app which reads information from an external API and then populates data in my App for further processing. I have two kinds of custom objects for this. First kind (e.g., Profile) ...
2
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1answer
146 views

How to populate a lookup field in custom object using Apex

I am building an app which reads information from an external API and then populates data in my App for further processing. I have two kinds of custom objects for this. First kind (e.g., BasicProfile) ...
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0answers
56 views

create account from a button inside aura iteration and set account id to the adjacent lookup column

I am new to lightning. I am inserting list of contacts in aura iteration with account lookup. I made custom component for searching account, which works fine. But i also need to give option to create ...
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1answer
62 views

Related list contacts not displaying in lookup filter in search results

i have created lookup filter in Vehicle object for contact. i want to see related account object contacts in vehicle object driver(contact) lookup field. when i am search related contacts driver ...
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2answers
36 views

Trigger not assigning a value as expected

I have a Student object that has a look up relationship to a Coach object. When a student is created, I need to assign a coach to that student, based on which coach has the least amount of students. ...
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1answer
32 views

Count the number A-Objects that have B-Object as a a foreign key

I have two custom objects, Students and Coaches, where Students have a Coach__c lookup field. I am attempting to write a trigger that when a new Student is created, I need to assign that student a ...
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1answer
40 views

User can't change prepopulate lookup field

Onclick 'New opportunity' button under the account. We see 'Account Name' field prepopulate as in images below. My requirement is while clicking lookup button for account selection. It should show ...