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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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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
23 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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Push Strike Lookup on aura iteration

Helle everyone! I'm facing an issue, that is: I have a table which I'm population using aura:iteration in the following way: <aura:iteration items="{!v.data}" var="line"> <tr&...
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How to count rows using Ampscript Lookup where multiple fields match attribute fields in Sendable Data Extension?

I am trying to count the rows in a master lookup Data Extension where Client_ID equals Client_ID in my sendable data extension, as well as ItemCode equals the ItemCode value in my sendable DE. ...
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Datatables, push custom components insted of simple text [duplicate]

I'm developing a custom component which should behave similarly to a related list but with some added features. The component should be a list of related object which is modifiable inline. Each row ...
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lightning:inputfiled with user look up not working Lightning-lookup-desktop.js:2 undefined error [closed]

I have used lightning:recordEditform and inside that, I have used user look up and when I search the user in that look up it shows the users list but it's not selecting the user. This issue happens ...
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2answers
30 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
24 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
28 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 ...
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1answer
27 views

LookUp selected record not showing in related List

I hope this is a good Monday for ya'll! I have two objects, RFQ (master) and RFQ Lines (Children), I'm showing all related children on the master page using the Related List provided by the page ...
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1answer
23 views

Object referencing a lookup object field is null

When creating the query for the field CPQ_Sort_Decimal__c in Product2 the data is populated correctly (Example: 0.125). When making the following query for SBQQ__ConfiguredSKU__r.CPQ_Sort_Decimal__c ...
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1answer
37 views

Datatable inline lookup editing

As showed here we can easily implement an inline editing of a data table. Now I will need to have this editable field to behave like a lookup field and not a normal text field. Is this possible? ...
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2answers
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LookupRows error

Once I try to do a preview of the email the next error appears: The Data Extension name for a LookupRows function call is invalid. A Data Extension of this name does not exist. Data Extension ...
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21 views

Unable to set pre selected value in custom lookup in lightning component

I am trying to implement re-usable custom lookup. I have referenced code from following URL, http://sfdcmonkey.com/2017/07/17/re-usable-custom-lookup/ I am able to show list of values in lookup when ...
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1answer
18 views

Can I have more than 2 previews in a lookup field?

Asset Field _ 2 previews only In this example I'm seeing 2 fields that are part of my Asset object field. I'm looking for a way to increase the fields I can see in the preview to 3 fields. Any ...
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3answers
87 views

Converting lookup relationship into master detail relationship

I had converted lookup relationship into master detail for a child object which contains lakhs of records. So when a parent record is deleted, all these child records has to be deleted automatically ...
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1answer
14 views

I have one lookup field in contact object and need to disable new record to be creating

I have one lookup field in contact object and need to disable new record to be creating. I just wanted to hide/disable the New record creation button from lookup in sfdc.please suggest
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1answer
26 views

SSJS Rows.Lookup with multiple criteria

I want to perform lookup search with multiple criteria applied. The below code works with one condition, but I have not found the solution to add conditions. Are there any solutions for that beyond ...
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19 views

Updating Data from a Look Up Field back to a

This is a questions about visibility of data between accounts on Look Up fields. We've used Look Up Fields to effectively track relationships (Mentor to Mentee). This list gets recorded against the ...
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1answer
21 views

SOSL for self lookup fields

Region__c is the self lookup on Agent__c. One region have many agents. When searchString = region name, it displays only one record. I want to display all Agents in that region. How to achieve this? ...
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Not getting value of parent.field in apex trigger on child record [duplicate]

I have written following code to populate contactOutput__c with capturing some contact's info in that single field to send data to another system but I don't why this c.CustomerId__r....
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1answer
36 views

Is it still not possible to get the Related List Label of Lookup fields via APEX?

We wrote a custom deduplication and merge tool allowing us to overcome the Salesforce limitation only to get the deduplication UI only for a few objects. Our tool needs to work on ANY SObject (custom +...
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2answers
50 views

How to insert Lookup field value in a Trigger?

I am trying to build a after insert trigger on Contract object. Whenever user will create a Contract record trigger will generate/insert record of other object called Dim2. Dim2 have a lookup with ...
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1answer
23 views

Custom Lookup component in an iteration

I have implemented the following custom lookup component tailoring to my needs. http://sfdcmonkey.com/2017/07/17/re-usable-custom-lookup/ I am using this component in iteration (which shows related ...
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2answers
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Is it possible to prepopulate field using a before insert trigger?

trigger MyTrigger on Benifit__c (before insert) { Set<Id> lookupIds = new Set<Id>(); for (Benifit__c b : Trigger.new) { if (b.company__c != null) { lookupIds.add(...
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1answer
31 views

Primary Contact Role into custom Lookup Field on Opportunity

I need to bring the primary contact role in the opp page. I created a flow https://success.salesforce.com/answers?id=9063A000000e4QeQAI from this link but the process builder is not working. I have ...
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1answer
34 views

SOSL on lookup fields

String query = 'FIND \'*' + searchString + '*\' IN ALL FIELDS RETURNING Ticket__C (Region__r.name, Manager__c, Manager__r.name, Name, Notes__c), user(id,Name)'; I am searching with user name and ...
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1answer
56 views

Lightning:inputField lookup icon missing

I am using the Lightning:inputField to render a lookup (custom object) inside a RecordEditForm. Though the functionality works fine, the object's icon does not render, like it does on a standard edit ...
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1answer
18 views

E-mail send performance affected after migrating to Content Builder

So I just migrated two campaigns from Classic Content to Content Builder and a lot is happening: The e-mail takes a lot to start being actually sent (Hours in the "In Progress" Status) for a short ...
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0answers
16 views

Sharing behavior when uploading data with owner, created by

Uploaded some contacts where the Owner, Created By fields set to user abc(I enabled audit fields for my API only user) Then tried uploading custom object X__c where it has a lookup to contact, Owner ...
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1answer
71 views

<lighting:inputField> disabled in a custom Lightning component when using standard lookup

I am trying to understand why the ownerid field shows up as an uneditable field <lightning:recordEditForm aura:id="recordViewForm" objectApiName="Case" ...
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3answers
82 views

Remove Inactive Contacts from appearing in Search?

Is there a way to remove "Inactive" contacts from appearing in a Search? This is in regards to Case>New>Contact Name>Look up:
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0answers
45 views

Ampscript lookup not working as expected

I'm adding quotes to the fields I need matching against because I had to add quotes in order to import it. Then looking for the URL that is in the same row and nothing. There are no empty attributes. ...
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1answer
39 views

Ampscript Lookup Product Recommendation Table with Product Images, URLs and Names

I have this table (Product_Recommendations) of recommended products (4) per email address. I want to add these products into my email, using ampscript lookup. I tried the following, but it was ...
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1answer
28 views

Update Checkbox in Obj A, if its relevant record(from Lookup) got Selected in Obj B

I have Two Custom Objects , Obj A and Obj B, My requirement is i have to update checkbox true in Obj A once its relevant record(Lookup) got selected in Obj B. Please suggest the solution and let me ...
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1answer
23 views

Opportunity and Account Relationships

We know that deleting the Account deletes the related opportunities(considering Master details relationships). However, if I delete an opportunity related to Account, will it cause the update of its ...
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1answer
23 views

Can't get record from controller to visualforce page

Visualforce page <apex:variable value="{!record.Reservation__c}" var="Client"> <p align="left" > full {!Client.Name} <br/> address{!Client....
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2answers
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Dynamic From Address & From Name

I am trying to pull the FromAddress and FromName, from a data extension but am not having much luck. I have setup a sender profile that looks like this: From Name: %%=v(@fromName)=%% From Address: %%...
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1answer
26 views

Lookup Searches Only the name field is searched

Is there any work around for "Lookup Searches - Only the name field is searched." when using the Mobile App? The information is taken from here: Search: What’s Different or Not Available in the ...
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3answers
69 views

The number of Lookup relationship that an object can have are as in today?

The number of Lookup relationship that an object can have are as in today ?
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1answer
57 views

How to create logic to lookup for custom case number on case object? [closed]

I have a Visualforce page which is used to create customer service related cases on the case object. We have a custom case number value for each case created (QR-1001, QR-1002 .....). For certain ...
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1answer
122 views

Not able to create lookup relationship of same object on Activity Object

I have already created activity custom field of type Lookup(user) on Activity object. I want to create one more custom field of type Lookup(user) on Activity object, but I am getting validation error ...
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0answers
28 views

Look between two custom objects with many-to-many relationship

I've looked through so many related questions, but haven't found an answer to my question. If this is a duplicate, please forgive me and help direct me to what I have missed. I have set up two custom ...
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1answer
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Lookup filters should validate on create but not on edit of record

we have a lookup on custom object to opportunity with lookup filter to only show open opportunities.But, at some point the user closes the opportunity and comes back to update a text area field on the ...
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2answers
102 views

accessing a lighning inputField lookup name client side

I am easily able to fetch a lookup ID from a inputField <lightning:recordEditForm objectApiName="Case"> <!-- the messages component is for error messages --> <...
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1answer
29 views

Customize Lookup Field Search Results

I'm having difficulty configuring the Lookup list reference in lighting. For example in the image below I would like to set different fields per each object to make the search results more relevant. ...
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2answers
45 views

Find record in lookup field on a case object based on custom case number

We have a Visualforce page on the case object which is used to create quality issue related cases of our customers. We have different functional areas such as Design, Quality etc., For ex, customer A ...
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1answer
44 views

Test classes and foreign key constraints

Here's a simple test class that illustrates an issue I'm having with a test class that I have been putting together: @isTest public class ForeignKeyConstraintTest { @isTest public static ...
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1answer
33 views

Help updating record's field with lookup's child record

I have three objects: Order__c Package__c Account Package has a relationship with account and order. Order has a relationship with account. If a package has an account attached to it, how can I ...
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0answers
41 views

Test Roll-Up Summary field with MIN Decimal for Data calculating

I tried everything in this test and I really don't know, how to do that right. It's 3 Objects: A has a Number (Decimal) field. B has a Lookup field to A, Master-Detail to C and Number field for ...