Select your object A from the list of objects (Click Show all Salesforce Objects if your object is missing from the list) Select the destination and name for the csv file that will be generated, click next Select the Id, text_field__c, and new_lookup__c fields, then click 'Finish'
Full Answer
What is wrong with lookup fields in Salesforce?
The problem with lookup fields is that the value that is actually stored in them is not the Record Name (Company Name, Person Name, Etc...) it's the Salesforce Record_ID. So even though you see "ACME Widget" when you are looking at an Account Name through the UI, or Report.
How to copy data from text_field__C to New_lookup__C in Salesforce?
Assuming that your text_field__c contains a valid Salesforce Id (15 or 18 characters), you can easily take care of copying the data from text_field__c into new_lookup__c using the Salesforce Data Loader.
How do I display lookup fields in the quote line editor?
Lookup fields when displayed in the Quote Line Editor field set will appear as their Salesforce record IDs instead of the appropriate Name field. 1. Create a Lookup field on the Quote object 2. Display this Lookup field on the Quote Line Editor field set 3. Enter the QLE and populate the field
How to get the placeholder of a lookup field?
As @Cray Kao suggested, it's not possible to retrieve the placeholder of the lookup field. You could wire the lookup record id to a getRecord () and getFieldValue () lightning/uiRecordApi adapter and get the record name.
How do I convert a lookup field to a text field in Salesforce?
Just create a Formula(TEXT) field and use the Advanced Formula Tab and the insert Field button and navigate through the Lookup Account> field to the Account>Name in insert it into your formula.
Can we use lookup field in formula Salesforce?
You can't include an object as the lookup field in a formula. To reference an object, reference the object's ID field or another field on the object.
How do you use a lookup field in a formula field?
0:366:39How 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 use formula field in lookup filter?
If a formula references global merge fields that the lookup filter doesn't support, the lookup filter can't reference the formula. Lookup filter criteria on Account Name only apply to business accounts, not person accounts. For example, your lookup filter criteria is Account Name does not contain book .
How do I auto populate lookup field values to other fields in Salesforce?
Follow these steps:Step 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. Click Add Criteria. ... Step 4: Define Immediate Actions. ... Step 5: Activate the Process.
How do I use 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 you populate the lookup field with data in all records in Salesforce?
To preserve existing data, here is another approach:Create a Lookup relationship instead of a Master-Detail relationship. ... Add a valid value in the lookup (foreign key) field of each data record in the custom detail object.Edit the object relationship and change the relationship type from Lookup to Master-Detail.
How do I display a picklist value in a formula field in Salesforce?
Use Picklist Fields in FormulasIn Setup, use the quick find box to find the Object Manager.Click Case | Fields & Relationships and click New.Select Text Area and click Next.In Field Label, enter Reason for Escalating. Field Name populates automatically.Click Next.Click Next again and then click Save.
How do I make a lookup field read only in Salesforce?
Setup -> Security Controls-> Field Accessibility -> now select the object which contains this field. Then click on View by Fields. Now select your field from the drop down. Next to the profile for which you want this field to be read only click on editable or hidden.
How do I find a lookup field value in Salesforce Apex?
1: Pass the entire record object from the Process Builder as a parameter to the Apex Class, 2: Pass the ID of the lookup field directly as a parameter to the Apex Class or 3: Pass the record ID of the record invoking the process builder to the Apex Class then use SOQL in the Apex call to retrieve the lookup value from ...
How do you trigger the sharing rule of a formula field?
Sharing rule does not let you use formula fields in the rule criteria, but workaround is to replace the formula field with a regular field and put the formula that populates it into a workflow that fires whenever an object is created or edited. That way you'll have a regular field with the same value.