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Questions tagged [lookup-field]

A lookup field is a reference to an object in Salesforce that is is more flexible than a master detail relationship.

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For Lightning, can I have a field Lookup Filter that allows a blank lookup value when the path update button is clicked?

This lookup field filter on a field labelled "Fund Bank Account" on an object labelled "Distribution": works well when a user is editing the lookup field. It only offers Fund Bank ...
Keith C's user avatar
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Not able to import custom lookup fields in LWC

I'm not able to import some custom lookup fields in my LWC. import RECTYPE_FIELD from "@salesforce/schema/Contact.RecordTypeId"; import OWNERID_FIELD from "@salesforce/schema/Contact....
Damodar Singh's user avatar
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1 answer
72 views

record id is not searchable in standard salesforce lookup dialog

I am trying to search related records in a lookup field and I am unable to search using record Id of the record. I tried adding field to search layout. I am able to see the recordId still I am unable ...
Ishan's user avatar
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-1 votes
1 answer
112 views

Lookup records not diplay in Experience Cloud for Guest Profile

I have Screenflow with Lookup components and i setup experince cloud with guest access. I gave all permissions but i can't see the Lookup records in Experience cloud site as guest user. Please help on ...
Harikrishna Parvatam's user avatar
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1 answer
53 views

Field Level Permission Leakage to a profile

I have a Recruiter profile Which has field level permission for "Assigned Owner Field" is given only Visible Persmisson.But when a user Logins who is assigned Recruiter Profile is able to ...
AdityaSD's user avatar
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54 views

Using standard FSC Insurance Policy lookup on Account Page Layout

As part of Financial Service Cloud for Insurance, an Insurance Policy object is available with at least 2 lookup relationships to Account i.e BillingCarrierAccountId & WritingCarrierAccountId. ...
TSmith's user avatar
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-1 votes
2 answers
117 views

how we can have a look up allows to select multiple records?

Can someone PLEASE tell me how I can create a lookup field that will allow the user to select multiple records from the object that the lookup field is looking up to? I have to custom Object which has ...
Farzana's user avatar
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1 answer
460 views

How do you configure a lookup field's dropdown list preview content?

When you have an input control for a lookup field, suggested options are presented in a drop-down menu as you type. Can you change which fields are used in the suggestions and, if so, where is that ...
kennyc's user avatar
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Bulk importing Contact Lookup Field

I have a contact lookup field in Account object. I have tried to bulk import using data import wizard but is not working. There is no error in the import but the contact lookup field does not update. ...
valeria Rodriguez's user avatar
1 vote
1 answer
467 views

How many LookUp and Master Detail Relationships we can create on a single object?

I have came through various articles saying that we create 25 or 40 Lookup relationships on an object but in my org it is showing relationship limit as 50.Can anyone confirm the right number?
Hira Khan's user avatar
1 vote
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29 views

Render multiple relationships via a single list

I use salesforce to schedule appointments for psychology research studies. The appointments for the studies I'm scheduling each have 2 participants (renamed account object). Currently, I have two ...
Jess Stephenson's user avatar
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1 answer
602 views

Salesforce Flow - Update Records Element question

I think I have a pretty easy question for more advanced Flow users. I was working through the Data and Actions in Flows module on Trailhead and on the 2nd section of the module called Data and Actions ...
nwohhn's user avatar
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1 answer
143 views

Default look up Behaviour Not Showing Recent searches

I have this Behaviour in my Dev Org that whenever I am an admin and I click on the Change owner (default OOTB feature) and click on the Look up, I can see this: Questions Where is this getting ...
Snorlax's user avatar
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1 answer
42 views

validate only a record that is not linked to another of the same type

I have a situation: In the order object I have two types of records: Sales order and Bonus order. In the layout of the bonus order there is the Origin order lookup field, I can only link a sales order ...
mag's user avatar
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1 answer
131 views

Is it possible to use lookup and currency fields in a Salesforce skinny table?

I want to create a skinny table to improve reports performance. However, some of the most used fields in the reports are lookups and currency fields. In Salesforce documentation, I didn't see these ...
Ede's user avatar
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1k views

Auto-Populating Fields before a new record is created

Is there a way to auto-populate the fields based on the lookup field while user is on the New record screen? Example, Let's say I have custom object called Project. I have a lookup field "Master ...
SWP's user avatar
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1 answer
49 views

🙏🏼 How to add a conditional limit number to a look-up field?

I need your help/advice. I have a contact profile that has the following custom fields: Checkbox Manager Checkbox Tutor Lookup field Apprentice I need to work the lookup field filters so that ...
Sebbie's user avatar
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-1 votes
1 answer
617 views

Lookup field for files on current record

I'm trying to create a lookup field for files on the same record, such that a user can select a specific file from the list of files that they've uploaded. I've seen some resources pointing to ...
user1702965's user avatar
2 votes
1 answer
387 views

Lookup CSS dropdown-alignment implementation in lightning-datatable

I'm currently having some issues with the lookup implementation that is being used within a lightning-datatable implementation. The lookup bar is being cutoff, and instead pushes the entire table ...
Kevin Yao's user avatar
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1 answer
837 views

Lookup component having search and create ability in flow

Is there any way we can utilize the lookup component available inside the record page, where we have the ability to either search for a record or create a new record altogether, be available in a flow?...
Rahul Raju's user avatar
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1 answer
336 views

Create generic object

I am not able to create a Lookup to Task, EmailMessage and couple of other objects . So looks like there is a known limitation and hence Task and EmailMessage objects are not available in RelatedTo ...
Hemant-2's user avatar
1 vote
0 answers
93 views

Is it possible to change the contact field on all cases from a lookup to a non-linking text field?

We are cleaning up old contacts and running into the issue of being blocked by linked helpdesk cases. We no longer use Salesforce as a helpdesk but would like to keep record of cases in case we need ...
KKulhanek's user avatar
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0 answers
46 views

Display Lookup fields in lwc component [duplicate]

I wrote my lwc code in vscode. Then I wrote in apex class a method that returns list<MyCustomObject__c> =[Select ...]; I used child-to-parent relationship so I used Child__r(Lookup(child) in ...
nicole tannous's user avatar
0 votes
2 answers
489 views

Apex Class - copy one lookup field and put to another lookup field on the same PricebookEntry object

:) On PricebookEntry object, I have a 2 lookup fields: Pricebook2Id (standard field filled by Integration) Price_Book_2__c (custom field needed for Related list) I want to fill the Price_Book_2__c ...
Andzela's user avatar
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1 answer
1k views

More fields in page layout for lookup fields

I would like to see more than one field or some other field from the custom object in look-up fields on the page layout and on the dialog, which opens when the user hover-over the field. How it's ...
itsaboutcode's user avatar
0 votes
2 answers
567 views

Lightning URL Hacking unable to copy custom lookup field value

I'm using lightning URL hacking to clone an opportunity where it is unable to fetch the custom lookup field value from Opportunity to the new cloned record while it is able to copy the AccountId(...
SMorse's user avatar
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1 vote
1 answer
2k views

Lookup field returning multiple values

I need to create a lookup field that will allow me to pick multiple contacts, instead of just one. Is this possible? SF newbie here. Thanks!
Deborah's user avatar
  • 13
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1 answer
685 views

Lightning component form is not populating lookup fields upon save

I have a lightning component form that creates an Opportunity record from Account. On the form, I have an input field which is the Account lookup field that I am prepopulating with the ID of the ...
Charlie's user avatar
  • 77
-1 votes
1 answer
534 views

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 ...
Jav's user avatar
  • 13
0 votes
1 answer
769 views

RecordTypeId not getting uploaded from csv file to Salesforce org using SFDMU tool. Error: Value does not exist or does not match filter criteria

I am using SFDMU tool (Salesforce Data Loader SFDX Plugin) to upload csv data files to a target salesforce org. I have 3 records A, B and C in an object in a hierarchy. Record B is in a self-lookup ...
Ritika_salesforce's user avatar
1 vote
1 answer
719 views

Fetching records where the field value is null or similar to SOQL inner query

There is a sObject called Promo_Association__c which have a lookup field(Partnership__c) on Account object. There is a quick action on Opportunity layout and the requirement is to fetch Promo ...
Ruklani Attanyake's user avatar
0 votes
1 answer
1k views

Update in a Formula Field

I have Cus_Object__c and Account__c. In my Cus_Object__c I'm insert values by apex. And, I have formula field called Cus_Status__c in Account. Formula Value is : Cus_Object__r.Status__c; Cus_Object__c ...
Developer_blackfire's user avatar
0 votes
1 answer
1k views

Batch class to update a lookup field on CASE Object

I am new to Salesforce development. I want to write one batch apex which will look into user object and see if manger field is getting updated for User record, then it will update user manager for all ...
Avi_SFDC's user avatar
0 votes
1 answer
18 views

Item with lookup to Brand query

I have object Item with lookup field to Brand and i want to get Brand name through Item. I think that i need to use __r object, but how? There are my query, but its not right. I have some trouble with ...
Hifok's user avatar
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2 votes
0 answers
975 views

Lookup search modal not working for lightning-input-field component in lightning out for LWC

As visible in the screenshot below, The lightning-input-field component along with lightning-record-edit-form is used to generate this view. LWC is embedded inside the Visualforce page using the ...
Akshay Poddar's user avatar
1 vote
1 answer
5k views

Create a lookup field on User object to Account Object

I want to have a related list 'Partnership Managers' on the Account object. All the partnership managers comes from the User object. For example, one account can have multiple partnership managers (...
Hari Ha's user avatar
  • 127
0 votes
0 answers
4k views

Setting or Changing Display Value of a Lookup Field

I am trying to make it so that when an Order books in my organization, the original Opportunity can be traced to that Order (or multiple Orders related to a single Opportunity). I put a Lookup ...
Andrew's user avatar
  • 11
1 vote
1 answer
12k views

How to get lookup field display value within the lightning-input-field event?

It is all ok to get the lookup field id. But, how to get the display name of the lookup field in the LWC? Here is an example: The LWC template file <lightning-record-edit-form object-api-name=&...
Cray Kao's user avatar
  • 1,415
0 votes
1 answer
574 views

Prepopulate a lookup field when the new button is pressed

I am trying to prepopulate a lookup field when the user presses the "New" button. This object is in the related list of another object. Those two objects are part of a managed package. The ...
Xrhstos Kolonis's user avatar
0 votes
1 answer
900 views

email notification upon lead conversion

I have a custom object managers__c which has a lookup field Partnership_managers__c with User. when the lead is converted into an account, all the partnership managers should be notified with the ...
MikeT's user avatar
  • 15
0 votes
1 answer
542 views

Look Up Field no Search Results when inline edit

in my sandbox i have a custom object(vessel__c) with custom fields (Project_codeword__c,vessel_name__c). case is using a lookup field on this object. When I create a new case and start typing, ...
q-jack's user avatar
  • 192
0 votes
1 answer
294 views

Access parent object field in before delete trigger using SOQL?

We have a before delete trigger on QuoteLineItem and are trying to access one of Quote's fields using soql query on the quote line item with help of the id, but we are not able to get the field from ...
Isha's user avatar
  • 163
0 votes
1 answer
94 views

SObject row does not allow errors when checking for duplicate lookup field value

I am trying to check duplicate lookup field values in a custom object named ABC__c. The lookup field is named RelatedUser__c and references the standard User object in Salesforce. Aside from this, ...
theBeginner's user avatar
0 votes
1 answer
1k views

How to restrict users from getting entered in a lookup field based on their permission set assignment using validation rules

I've a use case where Users having a PermissionSetAssignment X should not be allowed to be made owner of a custom object record by another users. I'm able to do this using a trigger but I've to make ...
Abhinav Gupta's user avatar
0 votes
1 answer
171 views

Ampscript - Dynamic content from look up table not working

This is my first rodeo with Ampscript. :) I am trying to pull in the information from a look up table (HSIcontentMatrix) to the email template that has 4 offers. If it is a specific brand I would like ...
KarenC's user avatar
  • 1
0 votes
1 answer
551 views

In price rules, lookup query Tested field not showing "CurrencyIsoCode" value

dev sandbox able to see, when trying create full copy it is not visible. How to populate lookup field value "CurrencyIsoCode" in TestedField Appreciate your help
purna's user avatar
  • 77
1 vote
1 answer
5k views

Search multiple fields of custom object from a lookup field

I have a lookup field on Account to a custom object. The lookup dialogue, allows me to search on the record's Name. However, I want to search on one more field. Is there a way to search from a lookup ...
Kostas Karagiannis's user avatar
2 votes
1 answer
1k views

Lookup field on VF page is not showing available choices on Force.com site

I have a visualforce page on a Force.com site that uses the Contact standard controller to create a new contact. I have a lookup field on the page which should pull a list of the location__c custom ...
Shira Freed's user avatar
0 votes
1 answer
467 views

Increasing the number of instant results in a Lookup field

I have a lookup field in my Contact records that lets you choose a shipping address that is related to the Contact's Account.I applied a filter to this lookup field so it only displays addresses that ...
user2928560's user avatar
0 votes
1 answer
196 views

Lookup field to not hide inside flow screen

How can I fix this issue? Flow screen is hiding the search results and user has to scroll to find a value or to create a record as "New Account" is the last option. I tried z-index and ...
Navi A's user avatar
  • 63