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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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lightning-input-field lookup - typed value keeps clearing

I've built a very simple Lightning Web Component which contains only a lightning-record-edit form with a single lookup field from Contact to Account. My actual use case is more complex, but I've ...
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15 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
41 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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44 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
57 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
32 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
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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
21 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
19 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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51 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 ...
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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
36 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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35 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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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
63 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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1answer
35 views

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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2answers
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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
32 views

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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0answers
9 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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1answer
30 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
32 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
107 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
76 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
174 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
30 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
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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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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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62 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
38 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
27 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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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
44 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
40 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
22 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
51 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
35 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
46 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
69 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
77 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
30 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
637 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
22 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
44 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
45 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
94 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
38 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 ...