If you wish to search on the Name of a related record rather than the Id contained in the reference field, we recommend creating a Salesforce formula field on the main object of your Directories form that pulls the Name from the related record. You can then include this field as the search field to search on the Name itself.
Full Answer
How do I find the value of a lookup field in Salesforce?
Salesforce LookUp Fields Based on Another Field's ValueClick 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 make lookup field as external ID in Salesforce?
Yes you can use this for any relationships where there is an External Id, eg relating Contacts to Accounts using an External Id field on Account.
How do I find the ID of an object in Salesforce?
1:074:08Find the ID of an Object in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSay you want to get the unique ID of a single case we'll go to the case we want and look at the URLMoreSay you want to get the unique ID of a single case we'll go to the case we want and look at the URL bar at the top. Here we can see the cases unique ID as an 18 digit alphanumeric.
What is a lookup field in Salesforce?
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 I change the external ID field in Salesforce?
Get the list of all the External IDs you want to update.Do a SOQL query to Salesforce to see which of those records exist in Salesforce already.Only do the upsert for the records that are already in Salesforce (by this stage you could also do an update() as the SOQL query could bring back the Salesforce ID)
Which type of custom fields can be used as external ID?
External ID fields must be Custom text, number or email fields. External ID fields contain record IDs from systems outside Salesforce. You can use the upsert call to match against External ID fields during import or integration.
Is ID an object in Salesforce?
The object id is a unique identifier in Salesforce assigned to every object. To update an object you can pass the id of the object (or an external id dependent on setup). To associate one object to another. For example, to associate a Price Book entry to a Price Book, to associate an Opportunity to an Account.
How do I find the id of a custom object?
If you really need a 15 Digit ID then go to Setup >> Under Custom object . CLick on the Desired Custom object ,then check for URL . The value 001I9000000XXXX is a 15 Digit ID for your Custom Object .
How do I find the object prefix in Salesforce?
How to Find out Salesforce Object ID prefixes (custom/ standard )open developer console (Click Your Name . Click Developer Console).Click Debug | Open Execute Anonymous Window or CTRL+E.Enter Below code in Anonymous Window.
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 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.
What is difference between master-detail and lookup?
The Salesforce lookup relationship has no relation with other records. It does not depend on any other objects, whereas a master-detail relationship has an association with other records. On the other hand, the lookup relationship is just a reference. It can be even blank or NULL.
What is a reference field in Salesforce?
In Salesforce, when one object is related to one another, the field that contains the value that points to the related record in the related object is called a reference field. In other database systems, a reference field is called a foreign key.
Does soapbox replace the ID?
While Soapbox automatically replaces the Id value with the Name of a related record on List Display and Record Display views, when a reference field is included on the Search Form, the literal Id of a matching record must be used to successfully search. As an example, if your Directory is displaying data from the Contact object and you wish to search on the Account Id field, you must use the record Id for a matching Account (e.g., 001xxxxx...) rather than the Account Name (e.g., "MyOrg"). If you attempt to search using something other than the Id itself, the following error message will be returned:
