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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 a record with Flow, with a Lookup to link an Account to my custom object

I'm trying to Create a record with Flow, with a Lookup to link an Account to my custom object Projet. In my custom object Projet. The field Compte is a lookup to Account. Now i could not figure how ...
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Anonymous code to run a bulk update

I have three objects, namely Tests, Grant, and Grant Contracts. Here in Tests object I have given a lookup to Grant and Grant Contract. I have also given a lookup in Grant Contract to the Grant object....
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How to set a reference/lookup field through Price Action in SF CPQ?

I am working on a Price Rule which has one of the action to update lookup fields on Quote Line. To elaborate we have From and To (reference to Location custom object) on Line Group and we'd like to ...
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Trigger related projects leads

I am new to the salesforce platform and am looking for some guidance. I have read a bit about triggers and was wondering if it would be possible to create one for the following case: I have a file ...
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why do I see controlled by parent sharing setting for contact?

Why do I see controlled by parent sharing settings for contact even though the relationship between account and contact is only lookup. I tried to create a lookup between Account and a custom object ...
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LWC: How to update record with values selected in Multi-Select lookup

I have a requirement where a user needs to be able to select multiples accounts from a lookup field. It seems that it is only possible using a LWC. I was able to implement the first part of the logic ...
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Question regarding look up search

There is one field, which is look-up to Opportunity. Now lets say there are 5 Opportunity records with name Anil. When I put "A" in that search, it shows 2 records, when I put "An&...
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how to create one to one lookup relationship out of the box

While reading the trailhead documentation I came across lookup relationships can be one-to-one or one-to-many. The Account to Contact relationship is one-to-many because a single account can have ...
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Trigger - Create new record and update lookup field with the related record

I have two objects which have a lookup relationship. Object 1 - Task Object 2 - Bonus__c When a task is updated to 'Completed', I am creating a Bonus__c record. How to update the lookup field on Task ...
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-3 votes
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Apex remove duplicate related records from list [closed]

Before inserting a list of new tasks into Task object , I need to make sure only one task for each WhatID is inserted. Here's the sample structure. Task-1 and Task-2 have the same WhatID, then I ...
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Safely replace a packaged Master-Detail with Lookup

My active 1GP Managed Package app suffers from Account and Data skew (with ROW LOCKING) because we made a custom object AccountItem__c a child in a Master-Detail relation (MDR) ship with Account. As ...
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Lookup without record type

I've created a custom object(File__c) which can be related to any standard or custom object. Currently I'm doing it with 2 fields, one to store the destination object id(String), and one for ...
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trigger to auto-populate the Sales target name field based on the User (lookup Field)

I just start in APEX and I have been trying to develop a trigger which isnt working, The requirement is that I have a Sales Target Name field that should auto-populate in a form when I associate a ...
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Question from sales guy: library lookup within an Opportunity

Preface: I'm not a developer, but looking for help. My sales org uses Lightning version -- within the Opportunity, I would like the opportunity to lookup in our Library the Close Won / Close Lost ...
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How to show the saved lookup value on the field saving the record?

When i search any value from lookup and click on save on backend record is created but after refresh the page of lwc component the value is removed. I want that value will be present in the field. ...
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1 answer
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How to Create Record from LWC using External Id in lookup fields

I'm trying to create an object in LWC, without using Apex. So I found out that we can do that with CreateRecord from uiRecordApi : But I'm trying to create a Custom Object (ClientMember__c in our ...
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Is there a way to completely disable a compact layout for an object?

There is a custom object in my org that I'm using as a lookup field on Account for special handling instructions. This object only has one useful field which is a custom long text area field. My ...
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-1 votes
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Different behaviours in lookups fields [closed]

I have a lightning component which has 4 lookup fields. 3 of them only suggest recently viewed records and the other suggest all records based on what are you typing. The 4 fields are built in the ...
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Can we create Junction object with one master-detail and one lookup field?

Can we create Junction object with one master-detail and one lookup field? What will be its security configuration in case Lookup relationship field is created first?
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Field not populating on record

I have a Process Builder that is triggered when an Opportunity is created or updated. The field Partner Manager is set using the lookup: [Opportunity].Primary_Partner__r.OwnerId I queried this field ...
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Lookup filters based on values populated from junction object's parents

I have a junction object that connects a Lead to a Schedule object. This junction is called Schedule Registration. A user creates a Schedule Registration by locating a Schedule they want to register a ...
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User Cannot See Lookup Field Even if the Field is Visible on the Page Layout

User cannot see a lookup field, even though its shows on page layout. i checked the permissions of object they have all permissions, check assigned page layouts and field visibility as well. what can ...
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How to use lookup filters using account record types for an account lookup field on the contact object?

We have a lookup field on the Contact object to Account that when used on Person Account records, the lookup filter doesn't work. We want Person Account not to be entered/saved on this field.
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Apex trigger to update checkbox in related field

new at Apex having an issue with creating a trigger. I'm trying to update the value of a picklist depending on if a checkbox is checked in Carrier_Product__c. I know you cannot do this method, and it ...
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Can't access field from opportunity contract lookup

In my trigger on Opportunity I am trying to access name field of contract on opportunities from newMap by opportunity.Contract.Name(There is a standard lookup Opportunity.ContractId). It returns null ...
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How to get the parent id in a master-detail relationship and assign it to the child id

I am new to apex and I have created an apex trigger that will create new residents whenever a city census(custom object) is approved. The created residents is based on the contacts object's details ...
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Why I am getting error : System.SObjectException: SObject row was retrieved via SOQL without querying the requested field?

Covered Product is an object and Installed product is a lookup field on Covered product and Status is a picklist field on Installed product. When I am trying to run the below code in Execute Anonymous ...
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Is the "Delete this record also" option for Lookup relationships available only after getting the 'Cascade-Delete' option enabled for your org?

When creating a new Lookup Relationship on a custom object, there should be 3 behaviours to choose from when the parent object record is deleted (according to documentation): Clear the value of this ...
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What is the lookup field overhead vs text field with 18 character id?

I have a need to set a field, Account.Previous_Owner_Id__c, which will store the 18 characters Id of the User who used to be the previous owner of the account. Questions: If we create this field as a ...
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4 votes
1 answer
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Rest API - Set polymorphic Lookup with external Id

I am wondering If it is possible to set a polymorphic lookup value with external Id with Rest API. I didn't find any documentation on this and it does work for me. Here I am trying to set the lookup ...
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Rest API - Lookup Field

I am trying to upsert list of ContactPointAddresses based on external Id Address_Id__c and it is working perfectly. But when I set the lookup field ContactPointAddresse.ParentId with the external id ...
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Update parent field

I have an order which I am creating from another order and I have lookup on order - ParentOrder__c. When I create the child order, I would like to update field Prolongated__c(which is checkbox) on ...
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How can I filter a list of the users which are being returned by lookup on the custom Visualforce page?

I can show an input field with lookup to select a user by using the following code snippets: Visualforce page: <apex:inputField value="{!usr.ManagerId}"/> and Apex (controller ...
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Trigger - Insert Case and update relationship on Parent

I am creating a case record in parent obj after trigger. There is a lookup field on parent object which is related to Case object and I want to update this. Field Name: RelationshipToCase Field Type: ...
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Opportunity Product Lookup Field Not Displaying Unedited Opportunity Line Items

I have an Opportunity Product/Opportunity Line Item lookup-relationship on a custom object in my development sandbox. The custom object also has a lookup relationship to an Opportunity. When I try to ...
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How to retrieve and pass lookup record id

I'm currently overriding the edit button with the lightning record edit component for a custom object named 'Schedule' which has a lookup relationship with the lead record. My requirement is to get ...
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Trigger to update a Lookup Record when status field is updated

I am trying to solve a simple problem. I have an object Service_Expansion_Tracker__C, there is a lookup field NHC_Tracker__c on the object (The relation between NHC tracker and Service Expansion ...
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Search lookup records based on additional field configured

We have a custom object, and there is a lookup field on Course Connection object. We have been able to display additional information in the lookup. This is how it looks now: Is it possible to search ...
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Screen flow look-up keeps loading forever

I am creating a screen flow where I want to use a lookup component to get records of a custom object. When I try to debug the flow, it keeps loading forever. I'm running the flow as system admin who ...
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AMPscript LookUp search records for specific days

I have a date format in the DE that includes minutes and seconds (4/09/2021 11:45:18 AM). I only need to search and show the records of a certain day (format; MM / D / YYYY). DateParse and FormatDate ...
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Correct way to insert new records to custom lookup field - dataloader

I am inserting new records into an object using the Salesforce dataloader. I have a field in my object that is a lookup field to another object and I am confused as to what is the correct way to ...
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How to Lookup a Primary Key, if value is not empty, redirecting to a specific link

I would like to request help on my code. Hope you understand my question. This form will be shared public / social media I created a cloud page with amp script. Values on my smart capture are EMAIL (...
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How can I remove or replace literal SF IDs generated in report metadata?

I've created a new report based on a custom report type that includes a related field via lookup. The report works great, but the report metadata contains a literal SF ID which makes deployments fail ...
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Error occurs when clicking Show all results in lightning input field look up

I have created a custom lwc component for entering data for Account creation. To navigate to the Account creation page you have to click 'New' button and the new button will called the custom Aura app ...
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Related list of child object not showing in parent Object

Correct me if im wrong, In my knowledge I have to create a look up Account field in the child object for the related list appear in Parent Object (account) but it is not showing in Parent. Is my ...
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how to get records from data extension with matching user's resident id in lookup platform function [closed]

I have a data extension with columns: resident_id preference_name preference_value here preference value is a boolean field. I am using lookup function to get preference_value with matching user's ...
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How to get Lookup data and display it on a lightning-datatable? [duplicate]

I am able to display most of data in the lightning-datatable except for the lookup value - Contact__r.Phone: In dev console, I could see the fetch result I tried changing the fieldName in js file (...
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Add personalization to an email from a secondary DE

I would like to add personalization to an email from a secondary DE. First of all, we have 2 DEs involved: The first is the one that we are targeting customers and has 2 Primary Keys. The second DE ...
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1 vote
1 answer
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Return Values for Single Row when when multiple rows are returned (LookupRows)

I'm currently trying to figure out how to return values from a specified row when multiple results are returned: For this case I'm going to show an example from ampscript.guide since my code is very ...
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AMPSCRIPT lookup rows - how to limit results to most recent

Very new to lookuprows. No idea what I'm doing. I have a form that's set to append. And then I have an email with lookuprows that's scheduled to send me results daily. However, I want to limit results ...
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