Slaesforce FAQ

how to remove the data from lookup field in salesforce

by Viviane Waelchi Published 2 years ago Updated 1 year ago
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From Setup, go to Object Manager and [Object Name], followed by Fields & Relationships. Then click on Deleted Field at the top of the screen. From the Deleted Fields screen you have the option to Erase and Undelete.

To delete the lookup filter, click Clear Filter Criteria, then save your changes.
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Required Editions and User Permissions
  1. Prevents it from applying to the relationship field.
  2. Prevents it from impacting the cross-object references limit.
  3. Removes it as a dependency for fields referenced in the lookup filter criteria.

Full Answer

When to delete related data from a lookup field?

Choose when the lookup field and its associated record are tightly coupled and you want to completely delete related data." My lookup field is defined on a custom object. Why can't i see this option when I edit the field? (I also don't see if when I create a new lookup field on the custom object.)

How to get the name of an object in a lookup?

You see the name in a lookup field through the UI, but when using the loader, you need to pass the ID of the related object, not it's name. If the lookup was already defined, and you are just updating one field, maybe an update would be a better way to go, you would only need 2 fields, the custom object id, and the field with the updated value.

How to populate a lookup field with ID?

If you need to populate that lookup field, you have to use the ID of the lookup object in order to have it excepted. Here is a test you can do. Populate a few using the UI. Then use the Loader to extract those records. Look at the data that is in the lookup field, you will see the ID of the object is what is stored.

Is it possible to delete a lookup record?

"Delete this record also Available only if a custom object contains the lookup relationship, not if it’s contained by a standard object. However, the lookup object can be either standard or custom.

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How do I clear a lookup field?

Locate the lookup field, right-click the header row , and then click Delete Field. Click Yes to confirm the deletion.

How do I delete a lookup field 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.

Can we delete lookup relationship?

Don't allow deletion of the lookup records that's part of a lookup relationship. Lookup record can't be deleted as long as it is being lookup by other records.

Can we edit lookup field in Salesforce?

From 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. You can add up to six filter fields to the Selected Fields list.

How do you delete a child object in lookup relationship?

In case of Lookup Relationship, if you delete Master Record, all corresponding Child Records will not be deleted. But if you want to delete child records in this case, you can create a trigger through which on master record deletion the child records will get deleted. It will behave like a master detail relationship.

What is Cascade deletion in Salesforce?

Cascade delete- a relational database term used to describe the process by which child records are automatically deleted when their parent record is deleted- is, indeed, powerful. When used intentionally and correctly, cascade delete allows you to reduce the quantity of SQL statements needed to perform delete actions.

How do I delete a record automatically in Salesforce?

How to automatically delete records yearly ?...You are going into right direction for such task which needs to be run priodically on a specific time.To achive this you should Create a batch classs.Which will query the records which needs to be deleted.Then will execute the delete operation on filtered records.More items...•

Can we change master detail to lookup Salesforce?

You can convert the master detail relationship to look up by editing that particular field go to that field ->change data type-> select look up relationship. Note that You can convert a master-detail relationship to a lookup relationship as long as no roll-up summary fields exist on the master object.

Can I convert a lookup relationship to master detail?

You can convert a lookup relationship to a master-detail relationship, but only if the lookup field in all records contains a value. And also We can convert the lookup relationship to master detail relationship only if all the existing record has valid lookup field values.

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 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 I change a lookup field to text in Salesforce?

Lookup relationship can only be converted into relationship data type. The only exception to this is external Object. You can't change Lookup relationship to text. I would suggest you to take back up of values of the lookup field and create new text field and update the existing data to the text field.

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