Display picklist value as per the lookup field is not so possible by the validation rule but if you need to restrict the picklist value then yes you can do by the following piece of code, If another Custom lookup Field's value (say Book__c) includes the keyword 'History', only Plan B and Plan C values display
Full Answer
Why do we use validation rules on lookup fields in Salesforce?
Using validation rules on lookup fields in salesforce allows us to put limitations on what is inputted for a lookup but also we can put restrictions on certain fields depending on what a record is related to. There are many different use cases that a validation rule on a lookup field can be used.
What can I do with restriction rules in Salesforce?
Another great use for Restriction Rules is Tasks. Within Salesforce, Tasks can be ‘Private’ or ‘Controlled by Parent’ meaning they can see a Task if they can see the related parent record. You could use Restriction Rules to only show Tasks that the current User owns, for example: You can also restrict records based on field criteria.
How do I filter the results of a lookup column?
If you are looking to use a lookup column and want to filter the results I would suggest using SPServices. Specifically you would be using $ ().SPServices.SPFilterDropdown.
How do I limit a lookup field in Salesforce?
Maximum Hard Limit: 50Click the gear icon.Click Setup.Click Object Manager.Select the object of your choice.Click Object Limits.Check limit on Custom Relationship Fields row.
How do I turn off Lookup in Salesforce?
Scroll to the Custom Fields & Relationships related list. Click the name of the field containing the lookup filter. Click Edit. To deactivate the lookup filter, deselect Enable this filter , then save your changes.
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.
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 get rid of the new button in lookup dialog Salesforce lightning?
From Setup > type 'User interface' > click on it. > Uncheck 'Show Quick Create' box and save.
What is Quick create in Salesforce?
The Quick Create feature allows users to create a new record quickly by entering just a few fields to create a new Account, Contact or Opportunity. Administrators have the ability to hide the quick create section from all overview pages.
What is a benefit of using a lookup filter instead of a validation rule?
Validation rules and lookup filters achieve similar ends, but offer different advantages. Use a lookup filter: To improve user efficiency by limiting the number of available options in a lookup search dialog. To improve user efficiency by automating filters on lookup search dialogs that your users manually set.
What is dependent lookup in Salesforce?
A dependent lookup is a relationship field with a lookup filter that references fields on the source object. For example, you can configure the case Contact field to only show contacts associated with the account selected in the case Account Name field.
What are lookup fields 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 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 remove a lookup filter from lightning?
Scroll to the Custom Fields & Relationships related list. Click the name of the field containing the lookup filter. Click Edit. To deactivate the lookup filter, deselect Enable this filter , then save your changes.
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.
Where can I use Restrictions Rules?
With traditional sharing methods, you could open up access to records within the system, but there were some considerations with this method.
General Considerations
Restriction Rules are currently only available for Custom Objects, Contracts, Events, Tasks, Time Sheets and Time Sheet Entries.
Summary
Restriction Rules are a great feature. However, there are still a few obstacles to overcome to make these a viable option for all types of sharing problems.
