In the list where you want the Lookup column, select Add column > Lookup. Under Select list as a source, select the source list to get information from. Under Select a column from the list above, select what information you want to display from the source list in this new column in the target list.
Full Answer
What is a column in Salesforce?
User-friendly name for the column that appears in the Salesforce user interface. If the column is a string data type, the number of characters in the column. If the column is a numeric data type, the total number of digits on both sides of the decimal point, but excluding the decimal point.
What is a lookup fieldset in Salesforce?
As of Salesforce CPQ Summer ’18, all lookup fields used in CPQ Visualforce pages require a Lookup fieldset on the object they target. This fieldset contains the fields that appear in the lookup field’s search results window.
How to search for all available records in Salesforce CPQ?
Salesforce CPQ shows the lookup search box. Enter your search term, then hit Enter. To search for all available records, leave the search box blank and hit Enter. Salesforce CPQ shows the lookup search results box.
How do I add a lookup field to a quote line?
This fieldset contains the fields that appear in the lookup field’s search results window. Add your lookup field to your quote line. From the quote line’s management page, go to Custom Fields & Relationships and click New. On the New Custom Field page, click Lookup Relationship and then click Next.
decimalPlaces
If the data type is numeric, the number of decimal places to the right of the decimal point.
filterable
Whether a result set can be filtered based on the values of the column.
label
User-friendly name for the column that appears in the Salesforce user interface.
length
If the column is a string data type, the number of characters in the column. If the column is a numeric data type, the total number of digits on both sides of the decimal point, but excluding the decimal point.
referenceTargetField
API name of the custom field on the parent object whose values are compared against this column’s values. Matching values identify related records in an indirect lookup relationship. Applies only when the column’s data type is INDIRECT_LOOKUP_TYPE. For other data types, this value is ignored.
referenceTo
API name of the parent object in the relationship that’s represented by this column. Applies only when the column’s data type is LOOKUP_TYPE, EXTERNAL_LOOKUP_TYPE, or INDIRECT_LOOKUP_TYPE. For other data types, this value is ignored.
sortable
Whether a result set can be sorted based on the values of the column via an ORDER BY clause.
