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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35 views

Search by Email in lookup Field

I have a standard case page layout, where contact is one of the lookup field. Is it possible to search a contact by email in lookup field? (Like typing xxx@gmail.com in contact lookup field? As of now ...
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974 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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Easier way to find a CloudPage by ID on Marketing Cloud

Within MarketingCloud cloud Pages, you can use redirect links using the page ID as wrote in the line below RedirectTo(CloudPagesURL(457)) How can I easily find CloudPage with id 457 through the ...
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Adjust Columns for Lookup Dialog on Parent Account Field In Classic

I'm trying to adjust the columns for this lookup dialog: The "Parent Account" field is a lookup to the "Account" object. The "Child Account" is the connection object ...
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1k views

Apex Trigger with SOQL Query and Lookup Relationship

I have 2 objects called WorkRequest__c and WorkOrders__c. Each time our client receives a new request, a record is created on the WorkRequest__c object. Depending on information in each request, a ...
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1answer
560 views

Enable partner user to be 'manager' of another partner user

I am currently using Communities and I am trying to add a partner manager as the 'manager' of another partner user's, user record in Salesforce, using the lookup manager field. I cannot see any ...
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2answers
489 views

Data Extension Lookup returns nothing

I have a DE called content with the following 2 columns - language | text I need it to return the text from the text column when the language is en This is what I have, It validates and runs but ...
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1answer
433 views

Change “what to do if lookup record deleted” for existing field

I'm looking at this question Don't delete record if it has a parent and the answer doesn't work; clicking Edit doesn't make the option to change the behavior available on the screen. The field is ...
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1answer
728 views

Trigger Email Send Notification from a smart capture submission

I have a landing page built in cloud page in SMFC with the smart capture form. The form is submitting the data to a DE table just fine. Currently right now I am exporting this data manually to sftp ...
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How do I hide the Search, Recently Viewed records and Go button on lookup field visualforce

Is it Possible to hide the Search, Recently Viewed records and the Go button from a lookup field on a visualforce page. I have the requirement to use a lookup field for creating a new record but users ...
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1answer
6k views

Salesforce Lookup field filtering by record type

Can I apply Salesforce record type picklist to lookup field? I can't find any "lookup field" available for editing in Record Type. My thought is to leverage multiple lookup fields with filtering ...
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Lookup helper not firing after records inserted via trigger, but does fire after update

Issue: lookup helper is not firing on insert, but is firing on update. How can I ensure that the lookups are fired on inserted records, and not just updated records? Steps taken: Using a webhook to ...
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1answer
25 views

Best Practice for lookup relationship

I know that the best practice for Master Detail Relationship is 10,000 child records per parent. But there is a recomendation for lookup relationship?
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Related List not showing records on Parent Object

I'm having an issue populating records in my related list. As you can see below, it is empty. I've linked my custom salesforce object(parent) to my SharePoint external object(child) via an indirect ...
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1answer
21 views

Salesforce Lookup Search - Lightning

I am at case record and want to perform a lookup search without any inputs. I have used lookup criterio in my field so that the subscriptions shown should be the ones that have as an account the one ...
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1answer
312 views

LWC Datatable - Turn Custom Lookup Field Value in Editable Datatable to Draft Value for Mass Update

As you know, datatables do not support lookup field. I've built a search lookup field that queries an object, and added that to the LWC datatable as a custom type. The id of the selected record (...
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How to add multiple child component of this custom lookup component?

I implemented the following custom lookup component in LWC. cutom lookup component I need to include like 6 lookups in one component. However my problem is when I set a default value, only the first ...
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2answers
674 views

AMPscript Lookup fails to find record

Having trouble with lookup not returning what's expected. The @LOTeamName is what I'm having trouble returning. No errors when I run it, it just doesn't return anything even though I know it's there....
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Will the product record get locked when updating or inserting quote line items?

We are updating quote line items from our triggers as well as async jobs. But somehow we get the row lock error on the product record. I don't understand the exact reason why updating the quote line ...
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1answer
757 views

Easy way to fix reports after changing lookup field to master-detail

Changing a lookup relationship to a master detail breaks all reports and dashboards that are dependent on that relationship. That is a somewhat undesirable result. I was wondering if there is an easy ...
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2answers
500 views

Populate Lookup field with Process Builder upon record creation

Is it possible to populate a lookup field with Process builder when it is creating a record? A NPR record must be created by the process builder if the Contract status changes to a certain value. ...
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1answer
486 views

Remove Recent Item suggestion for Visual force lookup

This is my VF Page: <apex:page standardcontroller="account" doctype="html-5.0"> <apex:form > <apex:inputfield value="{!account.FAccount__c}" html-...
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1answer
641 views

Problem with lookup field mapping while building my own SOAP envelope in SAP PI as part of integrating Salesforce and Oracle through SAP PI

We are integrating Salesforce and Oracle through SAP PI and as part of this, daily records from Oracle will be fetched by SAP PI and will be upserted to Salesforce. The standard salesforce SOAP API is ...
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Custom Text Field Value of Selected Account from Custom Lookup Not Returned in Salesforce LWC

I am implementing a custom lookup field in my LWC form. So far, the record is selected properly. I verify it via console.log statement so that I can know if it is really returning any value. I also ...
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1answer
28 views

Invalid Data Extension Key Field Reference

I have just started learning email studio and I need help. I am writing personilized email. I have two DE: Contacts and Opportunities. Trying to get data from DE Opportunities I use this code: %%[ var ...
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1answer
608 views

How to Populate lookup field values between case and custom object

I have Standard Object: Case, which has look up field VIN__c(Field) with Custom Object VEH_Veh__c. My aim is when i select Vin number(VIN__C) from case, such that model,brand from VEH_Veh__c should be ...
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1answer
1k 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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2answers
9k views

How do you set a default value on lightning component force:inputField which is a lookup?

I have a lightning component (Summer 16) which contains a "Task" attribute as follows: <aura:attribute name="task" type="Task" default="{ 'sobjectType': 'Task' }"/> Further down the page, ...
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1answer
702 views

Associating Asset records with Opportunity Product records

Our org has been storing serial numbers in an arbitrary text area field in the Opportunity Products object, delimited by arbitrary characters (commas, newlines, spaces, etc). This is very bad for a ...
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1answer
47 views

How can I get the User ID from a text field which has the user name? Can I get it using a formula field?

I am trying to populate the "Recruiting Lead" field which a lookup field. My use case is that when a new lead enters the system via referral, i.e Channel is Email Referral, Source is Email, ...
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1answer
20 views

HTML template to never change but to reference new row in lookup table

Trying to figure it out a way to code a template that will be populated from a lookup table which will be updated every week with a new row. Typically I would have an unique identifier in both HTML ...
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1answer
919 views

How to use soql queries on multiple look up relationship object to retrieve specific data

I have 4 custom objects (as shown in the schema diagram). And they are associated using a lookup relationship. Now the objective of my question is to retrieve Product profile(product) for a given ...
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1answer
926 views

Auto populate lookup field based on a field value and show on page layout

We have an 'Outcome' object with lookup to 'Volunteer hours' object. We created a Lookup field in the 'Outcome' object, that should be auto populated based on a field value and show on page layout. Is ...
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2answers
110 views

Lookup Field Does Not Have Any Value When Inserted Using Salesforce LWC

Upon inserting some sample record, I noticed that only the Name field has been inserted, while Object A lookup field does not have any value. I checked log via browser's developer console and id of ...
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1answer
487 views

How to update the lookup field with passing the string value of name?

This line doesn't update adobeevent.LightiningEd__Webinar_Attendees_Status__c = userNode.getAttributeValue('Name', null); LightiningEd__Webinar_Attendees_Status__c field is the lookup field Name ...
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1answer
20 views

Lead Lookup in a simple Screen Flow

I'm totally new to Flows. I'm trying to design a simple screen flow, that allows me to select a Lead and then delete it, along with associated Custom Object records in one go. As of now, I need to ...
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2answers
68 views

Filtering & Formatting Row Data from a LookupOrderedRows AMPscript Function

I would like to create a Property Alert email that showcases a selection of Apartments for Rent based on the prospect's City of interest. It looks like I can use the LookupOrderedRows AMPscript ...
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1answer
38 views

RetrieveSalesforceObjects Function / AMPscript works inside Email Studio (in Preview and Test) - but not in Journey Builder

I have an email in Marketing Cloud in which I want to get the contact owner's name to show up at the bottom in the signature. First I used the Lookup function and when I verify and test the email it ...
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1answer
51 views

Lookup function / AMPscript not working in journey builder

I have an email in Marketing Cloud in which I want to get the contact owner's name to show up at the bottom in the signature. First I used the Lookup function and when I verify and test the email it ...
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1answer
14 views

How do I edit the columns on a Lookup pop-up window?

Is it possible to edit the values in the Lookup popup window? If this cannot be done in classic can it be done in Lightning?
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1answer
21 views

Can't use Name from lookup field in formula

I want to define a formula field to have the value of the Name field of a lookup field. I tried something like this: Lead__r.Name where "Lead" is a lookup field pointing to a lead. However, ...
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1answer
35 views

Lookup Control Breaks after Search

Seems there is a bug in the lightning lookup control. After using the search for more results: and clicking on a value. The lookup stops responding and it is no longer possible to select any values. ...
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1answer
23 views

How to create lookup field on visualforce for person account using a cutom controllercustom controller

I Currently have a visualforce page where I want a user to be able to select a existing person account or create a new one. I am getting the error: Attribute value in apex:inputField must contain only ...
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1answer
2k views

How to display picklist values based on Lookup value on VF page?

I created a custom VF page to create custom object record. I have a Account lookup on page. So whenever a user selects value from the lookup I would like to show dynamic picklist options on VF page ...
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1answer
583 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
405 views

Lookup Layout only showing recently viewed records instead of all the records

In the lookup layout only recently viewed records are showing up, though all the other items are accessible to the user. Where to change the setting for the same, in order to display all the records ...
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1answer
2k views

Lookup filter does not appear to be working

I have a lookup filter that is not filter. Here is what the user sees: So I was assuming that records where the Duplicate Assigned field is True would not appear. So if the user still accepts the ...
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1answer
618 views

Error in Process Builder

I have a process Builder Which updates the owner of all child objects PO,when owner of parent object is update Customer.But I'm getting either of the following errors while doing so: Error Occurred: ...
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1answer
43 views

Multiple LookUps Based on Values in an Array

I have two Data Extensions one is a Sendable DE with contacts and an array of the products they have. The second is a NonSendable DE with the product information on it. I want to pull in a list of ...
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1answer
506 views

Creating A Dynamic Look Up using AMPScript

I currently have 2 Data Extensions that are being imported via FTP into Marketing Cloud. DE1 contains user information with a primary key Vehicle_Model_ID. DE1 is used to collect the profile ...

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