how to enable enhanced lookup in salesforce

Enhanced Lookups

• Navigate to [Your Name] > Setup > Customize > Search > Search Settings.
• Scroll down to the "Lookup Settings" section.
• Locate the objects for which you want to enable enhanced lookup functionality, and check the box in the "Enhanced Lookups" column.

Full Answer

How do I enable lookup filters in Salesforce?

Set Up Restrictions with FiltersFrom Setup, click the Object Manager tab.Click Case, then click Fields & Relationships.Click Contact Name, then click Edit.In the Lookup Filter section, click Show Filter Settings.Click the lookup icon. ... Choose equals as the operator.In the Value/Field menu, select Field.More items...

How do I show more fields in lookup in Salesforce?

You can add more fields in a look dialog. Go to Create -> Objects - > Terrain_disponible ->under Search Layout section you will see lookup dialog click edit and add all the fields you want to display in lookup dialog.

How do I update 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 turn off lookup filters in Salesforce?

Scroll to the Custom Fields & Relationships related list. Click the name of the field containing the lookup filter. Click Edit. To deactivate the lookup filter, deselect Enable this filter , then save your changes.

What is lookup dialogs in Salesforce?

Lookup Dialogs When you click on a lookup field in Salesforce, a popup window appears that allows you to select records that you want to associate to your current record. For standard objects, Salesforce has pre-selected the fields that are displayed. For custom objects, you get to see only the record name.

How do I edit lookup dialog in Salesforce lightning?

Lightning: Click on Setup | Object Manager | Select your desired object | Search layout | Edit Lookup Dialog | Add the fields from Available box to Selected box and click on Save button.

How do Salesforce lookup fields work?

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.

Can we update lookup field using process builder in Salesforce?

Select the Action type as Update Records. Define Action Name. Under 'Criteria for Updating Records' select No Criteria. For 'Set new field Values' select the field as Account (which we need to update), 'Type' should be Reference In 'Value' first select the Contact> and from Contact ->AccountID.

How do I create a lookup relationship in Salesforce?

Create a Lookup RelationshipFrom Setup, go to Object Manager | Favorite.On the sidebar, click Fields & Relationships.Click New.Choose Lookup Relationship and click Next.For Related To, choose Contact. ... Click Next.For Field Name, enter Contact, then click Next.Click Next, Next, and Save.

What is lookup filter in Salesforce?

Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.

How do you filter a lookup field?

While still viewing the Case object, select Fields & Relationships. Select Contact Name, then click Edit. In the Lookup Filter section, click Show Filter Settings. to select the Field, and fill in the filter details.

How do I delete a lookup relationship in Salesforce?

Steps in Lightning :Click on Setup.Object Manager.Select the Object the custom lookup field is created.Open the Lookup Field.Select the Edit Button.Put a tick mark on the option : "Delete this record also. ... Hit Save.

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