The Lookup element can be made to work with multiple objects. Following are the steps to set up a multi-object Lookup: 1- Enter your form in the form builder 2- Go to "Elements" panel > "Salesforce" category Drag the "Lookup" element onto the canvas.
Full Answer
How to enable multi-select lookup in Salesforce with custom lookup?
After the class is being saved go to the layout page of the Account object and this page Custom Lookup as an inline Salesforce VF page to the objects detail page layout. Save the layout after adding the Visualforce page and start using the multi-select lookup functionality. Thanks.
How to set up lookup filter fields in Salesforce?
Choose Lookup Filter Fields of the object. Setup -> App Setup -> Customize -> Accounts -> Search Layouts -> 'Edit' of Lookup Filter Fields -> choose fields you want to use for filtering. I did the same.
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.
Is it possible to have multi select picklist in Salesforce?
In salesforce, Picklist cannot have more than one value selected at a time. Because a single field cannot have more than one value at given point of time. So your requirement of "Multi Select Picklist" is not possible. Your requirement is not clear at all.
Can we create multi select lookup field in Salesforce?
You can create a multi select component that will display all the available options, where the user can select one or more records as per your requirement. You can also populate the values dynamically (from the server) based on your requirement. Hope this helps.
How do I create a multiple select lookup in Salesforce?
After the class is being saved go to the layout page of the Account object and this page Custom Lookup as an inline Salesforce VF page to the objects detail page layout. Save the layout after adding the Visualforce page and start using the multi-select lookup functionality. Thanks.
How do I create a multi select lookup field?
To create a multi-select lookup field Go to Setup > Customization > Modules and Fields. Click the required module, in this case, Prospects. From the list of fields available, drag and drop the Multi-select lookup field. Note that you can create a maximum of 2 Multi-select lookup fields per module.
Can a lookup field have multiple values Salesforce?
You can only have one related record per Lookup field.
What is polymorphic lookup in Salesforce?
Salesforce makes use of polymorphic relationship fields for native lookup fields that can reference multiple objects. The most common fields that use polymorphic relationships are Owner fields and Activity WhatId/WhoId fields.
How do I create a polymorphic field in Salesforce?
You cannot create your own polymorphic lookups in Salesforce. You would need to create two separate lookup fields, one to Account and one to Opportunity. You can then, if you wish, use formula fields to pull in data from whichever lookup is populated.
How do I select multiple values in Salesforce?
You need a multi select picklist type field. It will look like the following screen shot in your VF page. If you want to have a different UI element (like a dropdown with a checkbox against each entries), you need to explore a JS framework like jQuery.
How do I select multiple values in lookup in Dynamics 365?
If you want to select multiple from another entity like a lookup, you need to create a N:N relationship. this is not displayed in a lookup field but you can display it in a subgrid, which is still on the main form and lets you associate multiple related records.
How do I create a multi select lookup in Dynamics 365?
First we have to create an intersect entity, it has two lookup fields, one is for Account, the other is for Opportunity. Add both lookup fields in the form and view. Then insert a sub-grid of the intersect entity in both Account form and Opportunity form. So that you can see both sub-grid as the N:N relationship.
How do I map 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 does a lookup field 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 use lookup relationships 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...•