how to set up 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. For this example we are using the Account object.
• Select Fields & Relationships and then click the New.
• Select Lookup Relationship from the Data Type list and click Next.
• Select Contact from the Related To dropdown and click Next.
• Enter the following:
  • Field Label – Partner Rep.
  • Field Name will auto populate.
  • Add a Description and/or Help Text is desired.
  • Leave the Child Relationship Name as is.

Full Answer

How to create lookup relationship in Salesforce?

How to create lookup relationship in salesforce?

• Step 2. : -Selecting Related to Object. Now select Child object in step 2. ...
• Step 4. :- Establishing Field Level Security for reference field. Make sure the Field level Security is visible for all profiles.
• Step 5 :-. Select the Page layout for child object field. Click on Next button.
• Step 6 :- Adding custom related lists. Click on Save button as shown above. ...

How to create a custom field in Salesforce?

• Field Label: Type
• Field Name: Type
• Values: Select Enter values, with each value separated by a new line
• Enter the following values: Website Blog Event Podcast Group Job Other
• At Required, select Always require a value in this field in order to save a record.

What is lookup relationship 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.

What are lookup filters in Salesforce?

• beta
• deleted
• deprecated
• deprecatedEditable
• installed
• installedEditable
• released
• unmanaged

How do lookup fields work 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 populate a lookup field in Salesforce?

Auto-populate the lookup field with Process BuilderStep 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. ... Step 4: Define Immediate Actions. ... Step 5: Activate the Process.

How do I create a lookup filter in Salesforce?

Create a custom field with a lookup filter.From Setup, click the Object Manager tab.Click Case, then click Fields & Relationships.Click Contact Name, then click Edit.In the Lookup Filter section, click Show Filter Settings.Click the lookup icon. ... Choose equals as the operator.In the Value/Field menu, select Field.More items...

How do I use lookup in Salesforce?

Here are the steps to do it:Navigate to Setup.Select Develop, then click on External Objects.Select OrderDetails.Locate the orderID field. ... Choose External Lookup Relationship as its data type. ... Select Orders under the Related to value.Type 18 under field length. ... Click on Next.More items...•

How do I create a lookup table 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 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.

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.

What is a lookup filter?

Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.

What is Salesforce lookup?

Advertisements. A Lookup relationship involves finding value of a field based on the value in another field in another object. It is mostly used in the case of commonly shared data between two objects.

How many types of lookups are there in Salesforce?

Clicking the icon opens a lookup search dialog that allows you to search for the record that you want to associate with the record you're editing. There are two main types of lookups: standard and enhanced.

What is a lookup field?

A lookup field is a field in a table whose value is retrieved from another table or query. Whenever possible, you should use the Lookup Wizard to create a lookup field. The Lookup Wizard simplifies the process and automatically populates the appropriate field properties and creates the appropriate table relationships.

What is lookup data type?

Organisations deal with a large number of entities such as users, customers, vendors, items and projects. There'll be cases when you might want to compare and track any two entities.

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

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.

Create a Lookup Relationship

Create a new Backup Agent field that looks up to the User object, editable by Support Users only.

Step 1: Create a Process

From Setup, enter Builder in the Quick Find box, and select Process Builder.

Step 5: Activate the Process

Click Activate at the top right hand corner of the screen to activate the process.