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How to configure Lookup filter in Salesforce?
How to configure Lookup filter in Salesforce?
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2 Replies
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Hi Hazel,
Goto setup -> choose your object (fields) -> Then select your lookup field and choose edit option -> there is option Show filter setting. Here you can add your lookup filter conditions.
Let me know if you need any help regarding this.
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Hi,
Follow below steps:
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 and choose Contact Name, then Account ID, then click Insert.
Choose equals as the operator.
In the Value/Field menu, select Field.
Click the lookup icon and choose Case, then Account ID, then click Insert.
Ensure the Required radio button and the Active checkbox are selected.Click Save.
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