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8 votes

Undocumented SOQL Syntax USING LOOKUP

The USING syntax didn't exist in the prior version [Summer '14, v.31, release 190] and in Winter '15 [v.32, release 192] the USING syntax was introduced with just the USING SCOPE operation. The ...
Mark Pond's user avatar
  • 23k
7 votes

FIELD_FILTER_VALIDATION_EXCEPTION

Why you are getting this error? You are trying to update a lookup field which has a Look Up filter added to it. And the value you are providing to that field does not match the Look up filter ...
Ashwani's user avatar
  • 22.6k
6 votes
Accepted

Lookup with filters fails to display records on visualforce page

Figured out a method around the filter madness. A few related questions (Problem with Visualforce Page and Field Filters based on RecordType, Account lookup on Opportunity not filtered correctly from ...
battery.cord's user avatar
  • 8,845
5 votes

Lightning Experience lookup filters are not supported

I'm the PM for lookups in Lightning. First, I would look at your current lookup filter setup. Are they working as is? If you want to speed up Lightning or S1 adoption, try adjusting your lookup ...
MaryAnn Patel's user avatar
5 votes
Accepted

add another field on lookup popup

follow these steps to customize the lookup popup Name->Setup From App Setup click on Customize Select Account and expand it Click on Search Layouts there you will see Look Dialogs click on Edit and ...
HSdev's user avatar
  • 453
4 votes

Need help in achieving one requirement

You don't mention the objects you're attempting to leverage here, so I'll describe one mechanism using standard functionality. The User object has a Manager lookup field and the User page layout has ...
Mark Pond's user avatar
  • 23k
4 votes

Related list contacts not displaying in lookup filter in search results

The lookup window shows "recently viewed" records when there is no search text. This is a list pulled from the MRU (Most Recently Used) cache, which only stores about 200 records per object per user (...
sfdcfox's user avatar
  • 500k
3 votes
Accepted

Filter lookup on Task

The Related To field on Task (which is called WhatId under the hood) is one of a small number of polymorphic lookup fields in Salesforce, which can point to many different objects. Whether or not an ...
David Reed's user avatar
  • 93.4k
3 votes
Accepted

How to deal with records invalidated due to adding filter criteria on lookup field?

This means 1 of the two things. You have invalid data that breaks constraints set by lookup filter. Your lookup filter is wrong. That being said, you can make lookup filter as progressive. That ...
Pranay Jaiswal's user avatar
3 votes

Related contacts of Account in Task - Lookup filter

Since Contacts are not related to Opportunity that's why no Contact is displaying if you have that look up filter. You should change the look up filter like this upon introducing the Id check for ...
Santanu Boral's user avatar
3 votes

Lookup Filter is not showing object fields to create a filter

Lookup field filters do not support all field types. Specifically, Lookup filter criteria can’t reference these types of fields on the source object: Autonumber Encrypted Formula Long ...
David Reed's user avatar
  • 93.4k
2 votes
Accepted

Lookup Filter Question

Lookup filters can only filter fields on the related object. They can spider up multiple related records, but they can't do what you are looking for in terms of checking that user is in a public ...
gorav's user avatar
  • 4,557
2 votes
Accepted

Show all the records instead of recently viewed records

It is not possible,checked the Ideas on salesforce and it is not delivered. There you go: https://success.salesforce.com/ideaView?id=08730000000kxgoAAA
devsfdc's user avatar
  • 441
2 votes
Accepted

Need lookup filter that filters a date against today or date stored in a formula field

You could consider a writeable Is_Active__c checkbox field, which you can then turn to false using a Time Based Workflow Rule. That way, you should be able to include the field in your filter, but ...
Adrian Larson's user avatar
  • 151k
2 votes

Reading Lookup Filter criteria from SObject field descriptions?

It looks like there is (API 48.0) a new describe method on DescribeFieldResult, getFilteredLookupInfo(). It is not released nor documented though. It returns a FilteredLookupInfo object if you have ...
Steven.B's user avatar
  • 500
2 votes
Accepted

FIELD_FILTER_VALIDATION_EXCEPTION but there is no field with a filter

I found it, using System.debug to see what the record looked like that was going to be inserted. The Name attribute had the value null. Well, that is never going to work. The fact that the unit tests ...
Sander de Jong's user avatar
2 votes
Accepted

Custom lookup within Lightning Component

{#someValue} is a one-way binding. It's typical use case is when you need a value that should be set once, but never again. Here's a copy-paste Lightning App for you: <aura:application extends="...
sfdcfox's user avatar
  • 500k
2 votes

Are Lookup Filters supported in Custom Lightning Components?

Seems to be a known issue in Salesforce. Someone has posted an Idea here that we can vote on: https://success.salesforce.com/ideaView?id=0873A000000E9xzQAC
Maya Tran's user avatar
2 votes

Custom lookup search filter how do I set

In your customLookupHelper JavaScript code you could filter the records result before assigning them to the listOfSearchRecords attribute. Like so: let listOfSearchRecords = records.filter( (el) =&...
Renato Oliveira's user avatar
1 vote

Need more than 10 lookup filter criterias

Search options and functionality can differ a bit depending on whether you're in Classic or LEX. That having been said, the issue you're encountering is because you're not including a field along with ...
crmprogdev's user avatar
1 vote
Accepted

Can we use formula fields in lookup filters or how do I implement lookup filter to match `D.A` to be equal to `C.B.A`?

Due to documentation, Lookup filter criteria can’t reference these types of fields on the source object: Blockquote Autonumber Encrypted Formula Long text area Multi-select picklist Roll-up summary ...
Patlatus's user avatar
  • 17.4k
1 vote
Accepted

Translation of Lookup window Text

No, lookup fields do not automatically translate. Yes, you can add your own translation. First, enable translations if you haven't already, under Setup > Translation Workbench > Translation Settings, ...
sfdcfox's user avatar
  • 500k
1 vote
Accepted

Reading Lookup Filter criteria from SObject field descriptions?

No there is not. You might be able to get the Metadata API to work for you.
Adrian Larson's user avatar
  • 151k
1 vote

look up filter failing while doing copy paste

Correct, it's because you have applied filter which is used for displaying the records for the look up. But if you copy paste it is not going to restrict that. To achieve this you need to write a ...
Mustafa Jhabuawala's user avatar
1 vote
Accepted

LookUp from two data extension at the same time?

Sure you can. I'd check to make sure the first one returns nothing before checking the next: %%[ VAR @CouponCode SET @CouponCode = Lookup("FLIPP-DK2016_new", "CouponCode", "Contact_Key", ...
Adam Spriggs's user avatar
  • 30.9k
1 vote

Trying to Create a VisualForce Page that has a Lookup Field displayed as a picklist that is filtered by the previous field

You need to rerender the child picklist to get filtered value <apex:inputField value="{!Italy_Fibre__c.PROVINCIA__c}" rendered="True" required="true" id="PROVINCIA" > <apex:...
Tushar Sharma's user avatar
1 vote
Accepted

Look up filters issue

Unfortunately I don't think you could achieve it with just lookup filters. However, you can have a similar result with a validation rule like Country1__r.Continent__c != Country2.Continent__c This ...
Luca T's user avatar
  • 216
1 vote

I just want a lookup field on Lead for Queue

The Owner (standard) field lets you select a Queue on Cases, Leads, Orders, Custom Objects, Service Contracts, and Knowledge Articles. but you can't do this using a custom Lookup field. A request for ...
Dan Jones's user avatar
  • 7,237
1 vote
Accepted

Lookup Filter: How To Display No Result If Dependent Fields Are Empty And All Related Result if Dependent Fields Are Present

Our team leader has solved the problem. Below are the filter conditions: Opportunity: Account Name ID EQUALS PSource: Account ID Opportunity: Contact ID EQUALS PSource: Contact ID Opportunity: ...
Lynnell Neri's user avatar
1 vote

Custom filters in lookup

Without any code or knowing what you've done so far, Jeff Douglas wrote a great tutorial that will let you Roll your Own Salesforce Lookup Pop Up Window here. The tutorial is too long to quote here, ...
Dan Jones's user avatar
  • 7,237

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