Slaesforce FAQ

how to update lookup field in salesforce using apex

by Lillie Nicolas Published 3 years ago Updated 2 years ago
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Yes,You can do that. You need an additional DML statement. You need to do like this:- Opportunity o = [Select Id, lookup__r.field__c, lookup__r.field2__c from Opportunity]; o.lookup__r.field__c = 'test'; o.lookup__r.field2__c ++; update o; //it will update opportunity update o.lookup__r; //it will update the relationship record

Full Answer

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 update a field in Apex Salesforce?

To update records in Apex with SOQL you will first have to query the records that need to be updated. Add the updated values to the fields as needed and then update the records using a Data manipulation language(DML) update method.

How do you update a lookup field in Salesforce using data loader?

Use the the user Salesforce ID. Now open the data loader and click on update, choose the object you want to update and select your csv file. Map the ID field with the ID column and Manager lookup field with the Manager ID column and start the update.

Can you change a 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 many ways we can update field in Salesforce?

two different methodsUser can Update fields in two different methods.

Can we use Ischanged in Apex?

Hi, In formulas you can use ISCHANGED function.

How do I automatically 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.

Can you import to a lookup field in Salesforce?

You can create a new Import Task and, when you reach the Mapping step, map the Account Name to the AccountID in Salesforce and click the "Lookup via" checkbox. This will open up a couple of options that will let you specify what field from "Account" you are providing to use for the lookup.

What is the difference between dataloader and dataloader io?

Data Loader is an application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. Read more. Dataloader.io is a cloud-based data import tool powered by Mulesoft.

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.

Can we change lookup relationship to master detail?

To convert lookup to the master-detail relationship you need to give parent records on all child records. Then only you can convert a lookup relationship to a master-detail relationship if the lookup field in all the records contains a value.

Can you change a lookup field to a text field in Salesforce?

As per documentation of salesforce there are limitation of changing field type 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.

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