Slaesforce FAQ

how to create a lookup field in salesforce apex way

by Prof. Victor Toy IV Published 2 years ago Updated 2 years ago
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To add the lookup field.. first you need to inseet the refernce and the insert the child like below account acc = new account (Name ='Test'); insert acc; Contact e = new Contact (); e.LastName='Test' e.AccountId = acc.id; insert e;

Full Answer

Is it possible to add more lookup fields to an object?

Unfortunately, no, as you've found, you can't add more lookup fields to that object. You could add an Account Number field to it that is just a number and make an Apex trigger on Activity which goes and looks up the parent and gets the Account Number from it if it's available.

How to get the value of parent field dynamically in Salesforce?

First you need to get the parent record using the getSObject method and then you can get the value of the parent field. You can use the below method to dynamically get those values.

What is the difference between basicprofile and summary in Salesforce?

First kind (e.g., BasicProfile) stores all the retrieved information. And second kind (e.g., Summary) stores the derived information. Summary also needs to have a lookup for BasicProfile and this is working fine in Salesforce UI.

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How do I add a lookup field in Salesforce?

To add a LookUp field based on the value of another field:Click on SetUp (Gear Icon) and then click on the Object Manager.Click on the object you will be adding the Look Up field to. ... Select Fields & Relationships and then click the New.Select Lookup Relationship from the Data Type list and click Next.More items...•

How do I create a lookup formula in Salesforce?

0:006:39How To Use a Formula Field to Capture a Lookup Field - YouTubeYouTubeStart of suggested clipEnd of suggested clipSearch for the object you're going to use. And find it in the list but one way or the other get toMoreSearch for the object you're going to use. And find it in the list but one way or the other get to the object manager. And get to the object. You want to create the formula.

Can we make lookup field required in Salesforce?

We created a lookup field to the user object, but we cannot make it required. We need to be able to enforce it through manual creation and API/ Data loads.

How do I view a lookup field in Salesforce?

In Salesforce ClassicClick Setup | Quickfind | Select the object where the affected field resides | Click Fields | Look under the "Data Type" column and see that the Data Type is Lookup.The text within the parenthesis ( ) is the object to which the affected user needs to have at least read access.More items...

How do I populate a lookup field in Salesforce?

Auto-populate the lookup field with Process BuilderStep 1: Create a Process. From Setup, enter Builder in the Quick Find box, and select Process Builder. ... Step 2: Choose Object and Specify When to start the Process. Click Add Object. ... Step 3: Define Criteria. ... Step 4: Define Immediate Actions. ... Step 5: Activate the Process.

What is a Salesforce lookup field?

In Salesforce, lookup fields allow users to associate two records together in a relationship. For example, a user can associate a contact record to an account record using the Account Name lookup field. When users edit a lookup field, they need to find the right record to associate.

How do you make a lookup field required?

Hover over the field you want to be required then click the wrench icon as illustrated below. A popup will appear where you can make the field required as also illustrated below. Cheers!

Can a lookup field be required?

New Lookup Relationship Options. Starting in Summer '12, you have the option to make a lookup field required (with previous releases, lookup fields were always optional).

How do I create a self lookup in Salesforce?

Create a Lookup RelationshipFrom Setup, click Object Manager.Click Position.Click Fields & Relationships, then New.Select Lookup Relationship as the Data Type.Click Next.In the Related To picklist, select Position.Click Next.Change the Field Label to Related Position .More items...

How do I query a lookup field?

Go into your setup->customize_opportunity->fields scren and click on the name of the field that is the lookup. On that field detail screen, you will see a field named "Child Relationship Name". This is the name you need to append __r to and use in your query.

How do I make a lookup field searchable in Salesforce?

Choose Use a formula to set the new value and then click Show Formula Editor and select the "Insert Field" button to locate and select the desired field that you would like to make searchable. See Calculate Field Values With Formulas and Considerations for Field Update Actions for additional details.

How many types of lookups are there in Salesforce?

Clicking the icon opens a lookup search dialog that allows you to search for the record that you want to associate with the record you're editing. There are two main types of lookups: standard and enhanced.

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