Slaesforce FAQ

how to pick right fields in lookup dialogs in salesforce

by Miss Mayra Stroman Published 2 years ago Updated 2 years ago

Go to your object, find Search Layouts, then find the Look Dialogs. Edit the Look Dialogs, select the fields needed and add them. The fields should will then be visible in the lookup dialog when opened.

Full Answer

How to add more fields in a lookup dialog?

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.

Why can't I search the additional fields I have added?

That's why you are not able to search the additional fields you have added when you do a lookup search. One thing that may help is to use enhanced lookups and add filters to the lookup dialog. Those filters can be on any field on the object, including formula fields and text fields.

How to create a VF page to show the lookup details?

Let’s first create a Controller for the VF page and named as CustomLookupController.apxc Now, create a VF page to show the lookup details. And it's named as LookupPopup.vfp <p>Please enter the search term below and click the 'Go' button. This will

Can you filter a lookup field in Salesforce?

In Salesforce Classic, administrators can make lookup filters required or optional. In Lightning Experience, all lookup filters are required, even if admins specify them as optional in Setup....Required Editions and User Permissions.User Permissions NeededTo manage lookup filters:Customize Application

How do I filter a lookup field?

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. Ensure Required is selected next to Filter Type.

How do I change a field to a lookup field in Salesforce?

Specify Lookup Search Filter FieldsFrom the management settings for an object, go to Search Layouts.For the Lookup Filter Fields layout, click Edit.Use the arrows to add or remove fields from the layout and to define the order in which the fields display. ... Click Save.

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 lookup filters work in Salesforce?

Introduction. Lookup filters limit the records available in the lookup. A lookup filter can reference other fields on the same record (source); fields on the records of the lookup object (target); fields on the user's record, profile, and role; and fields on records directly related to the target object.

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...•

Can we change lookup field in Salesforce?

This is currently not possible. You have to create a new custom field and delete the original field.

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 change a text field to a lookup field in Salesforce?

The general steps to take are:First, perform an export. 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. ... Then, perform an update. Select your object A again.

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 make a formula 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 can you refine search results in lightning experience?

To sort search results, click the field name at the top of the columns or use the sort dropdown menu. To change the sort direction, click the field name or the arrow in the column header. If the search layout includes all non-sortable fields, the sort dropdown menu is disabled.

Controller

Let’s first create a Controller for the VF page and named as CustomLookupController.apxc

Main Visualforce Page

Now, create a VF page to show the lookup details. And it's named as LookupPopup.vfp

Lookup Visualforce Page

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Output

When you can Click on the telescope button to the right of the accounts field it opens the popup window. And this lookup window contains the account id of the selected account.

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