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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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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
30 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
20 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
37 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
16 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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52 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
13 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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23 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
77 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
43 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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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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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
34 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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32 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
28 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
25 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) ...
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1answer
91 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
37 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
34 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. ...
2
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1answer
30 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
30 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
29 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
27 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
73 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
60 views

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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1answer
23 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
103 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
32 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
61 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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1answer
26 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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1answer
43 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
54 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
57 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
69 views

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
147 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
41 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
124 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
19 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
150 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
149 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
51 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
44 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
31 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
30 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
126 views

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
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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 ...