Toggle Side Panel

  • Home
  • Articles
    • All Articles
    • Blogs
    • Videos
    • Infographics
  • Consultants
    • Salesforce Product Expertise
      • Top Salesforce ConsultantsTop Salesforce Consultants
      • Marketing Cloud ConsultantsMarketing Cloud Consultants
      • Service Cloud ConsultantsService Cloud Consultants
      • Experience Cloud ConsultantsExperience Cloud Consultants
      • Analytics Cloud ConsultantsAnalytics Cloud Consultants
    • Salesforce Industry Expertise
      • Non-Profit Cloud ConsultantsNon-Profit Cloud Consultants
      • Financial Service Cloud ConsultantsFinancial Service Cloud Consultants
      • Health Cloud ConsultantsHealth Cloud Consultants
      • Commerce Cloud ConsultantsCommerce Cloud Consultants
      • Manufacturing Cloud ConsultantsManufacturing Cloud Consultants
    • Salesforce Experts by Location
      • USATop Salesforce Consultants in USA
      • IndiaTop Salesforce Consultants in India
      • AustraliaTop Salesforce Consultants in Australia
      • United KingdomTop Salesforce Consultants in UK
      • CanadaTop Salesforce Consultants in Canada
  • Webinars
  • Marketplace
  • Advertise With Us
  • Contact Us
  • Discussions
More options
    Sign in Sign up
    • Home
    • Articles
      • All Articles
      • Blogs
      • Videos
      • Infographics
    • Consultants
      • Salesforce Product Expertise
        • Top Salesforce ConsultantsTop Salesforce Consultants
        • Marketing Cloud ConsultantsMarketing Cloud Consultants
        • Service Cloud ConsultantsService Cloud Consultants
        • Experience Cloud ConsultantsExperience Cloud Consultants
        • Analytics Cloud ConsultantsAnalytics Cloud Consultants
      • Salesforce Industry Expertise
        • Non-Profit Cloud ConsultantsNon-Profit Cloud Consultants
        • Financial Service Cloud ConsultantsFinancial Service Cloud Consultants
        • Health Cloud ConsultantsHealth Cloud Consultants
        • Commerce Cloud ConsultantsCommerce Cloud Consultants
        • Manufacturing Cloud ConsultantsManufacturing Cloud Consultants
      • Salesforce Experts by Location
        • USATop Salesforce Consultants in USA
        • IndiaTop Salesforce Consultants in India
        • AustraliaTop Salesforce Consultants in Australia
        • United KingdomTop Salesforce Consultants in UK
        • CanadaTop Salesforce Consultants in Canada
    • Webinars
    • Marketplace
    • Advertise With Us
    • Contact Us
    • Discussions
    Close search

    Activity › Forums › Salesforce® Discussions › How to fix lookup filter issue which turns into picklist in Salesforce?

    Tagged: Account Name, Customer Portal, Fields, Lightning Experience, Lookup Fields, Lookup Filter, Picklist, Relationship Field, Salesforce API, User Permissions, Validation Rules, Visualforce Page

    • Salesforce® Discussions

      How to fix lookup filter issue which turns into picklist in Salesforce?

      Posted by Prachi on December 10, 2019 at 6:09 PM

      I have one input field for lookup in vf page and there is look filter on this. It is working in generally, however when I enter some text in the lookup and click next then lookup turns into picklist and suggest all the value related to entered text, I want is only value related to filter to show. Is there any way to get solution.

      Deepak replied 6 years, 3 months ago 2 Members · 1 Reply
      • Account Name
      • Customer Portal
      • Fields
      • Lightning Experience
      • Lookup Fields
      • Lookup Filter
      • Picklist
      • Relationship Field
      • Salesforce API
      • User Permissions
      • Validation Rules
      • Visualforce Page
    • 1 Reply
    • Deepak

      Member
      December 11, 2019 at 2:57 PM

      Considerations for Lookup Filters
      REQUIRED EDITIONS AND USER PERMISSIONS
      Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
      Available in: All Editions except for Database.com.

      USER PERMISSIONS NEEDED
      To manage lookup filters:
      Customize Application
      On the Fields page, the   icon indicates all fields with active lookup filters. The   icon indicates that the lookup filter is required.
      The lookup filters you create in Salesforce also appear in the partner portal and Customer Portal.
      Lookup filters are case-sensitive.
      If you convert a required lookup filter with a custom error message to be optional, Salesforce deletes the message.
      If you create a lookup filter that invalidates an existing value for that field, the value persists. However, when a user edits the record, Salesforce displays an error message and requires the user to change the invalid value before saving.
      You can’t save changes that cause required lookup filters on related records to contain invalid values.
      Versions 16.0 and higher of the Salesforce API support lookup filters. Lookup filters are enforced when you load data through the API.
      If you configure a lookup filter to show inactive users only, the relationship field has no valid options. Inactive users are never valid for relationship fields that point to the User object.
      If you create a filtered lookup on a field that looks up to another object, both objects must be deployed into the organization at the same time.
      Lookup field filters don’t work if the field criteria include a master-detail relationship field.
      Salesforce doesn’t display an error message if the value of a controlling field invalidates the value of a dependent master-detail relationship field.
      Dependent lookups are supported in Visualforce pages.
      In Lightning Experience, a lookup filter doesn’t work if a field referenced in the filtered lookup isn't added to the page layout.
      Spanning Relationships in Lookup Filters
      Filter criteria can include fields directly related to the target object (one level only). For example, on a lookup field pointing to contacts, a lookup filter can reference fields on the account related to the contact via the Account Name relationship field. The lookup field can also reference fields on the contact related to the contact via the Reports To relationship field.

      For required lookup filters, each field referenced on a related lookup object counts against the number of unique relationships allowed for the referenced object, not the source object. For example, the two unique relationships described above count against the number allowed for the Contact object. Optional lookup filters don't count against the limit on the number of unique relationships allowed per object.

      To see which lookup filters affect the limit for a particular target object, from the management settings for the object, go to Related Lookup Filters.
      Lookup Filters vs. Validation Rules
      Validation rules and lookup filters achieve similar ends, but offer different advantages. Use a lookup filter if:

      You want to improve user efficiency by limiting the number of available options in a lookup search dialog.
      You want to improve user efficiency by automating filters on lookup search dialogs that your users manually set.
      Use a validation rule if:

      You're close to the maximum number of lookup filters allowed.
      You must implement a complex business rule that requires you to use a formula. Formulas can reference fields that basic filter criteria can't reference, such as fields on the parent of the source object. Formulas can also use functions. For example, use ISNEW if the rule should only apply on record creation, or ISCHANGED if the rule should apply when a field changes.

    Log In to reply.

    • Public
    • All Members
    • My Connections
    • Only Me
    • Public
    • All Members
    • My Connections
    • Only Me
    • Public
    • All Members
    • My Connections
    • Only Me

    application solution

    Popular Salesforce Blogs

    Salesforce Administrator Roles And Responsibilities

    Blog in Salesforce Consultant

    Salesforce is a cloud-based platform that helps a business organisation in managing valuable customer database efficiently. It provides highly automated services that allow the sales…

    CRM, Marketing Cloud, Salesforce, Salesforce Administrator, Salesforce Application Developers
    Ethan Gilmore Mar 19, 2020
    11,458  Views

    SAP vs Salesforce: Decoding Right Choice For Your Business

    Blog in Salesforce

    In today's fast-paced business landscape, the demands of modern enterprises have surpassed the capabilities of manual process management. It's crucial to have a robust tool…

    business process management, CRM Benefits, CRM Comparison, CRM Customization, CRM Decision Making
    Codleo Jul 5, 2024
    606  Views
    Zimmic

    Our Most Recent Litify Success Story | Salesforce Case Study

    Blog in Salesforce customization

    A few days ago, our latest client had its go-live with their new Litify platform, after months of working together with us as their partners.…

    Build a Platform, Build a System, Business and Clients, Client, Clients
    Zimmic Jul 14, 2021
    3,436  Views

    Popular Salesforce Videos

    Dreamforce To You 2020 - All Set To Happen

    Dreamforce To You 2020 - All Set To Happen

    Video in Salesforce Stories, Events

    The world has changed, and so has Dreamforce. Instead of everyone coming to Dreamforce, Dreamforce is coming to you — to your kitchen, to your…

    Salesforce Training, dreamforce, salesforce, Salesforce Event, Salesforce Webinar
    Pooja Nov 10, 2020
    1,341  Views
    Connect Google Ads Lead Form Extension to Salesforce

    Connect Google Ads Lead Form Extension to Salesforce

    Video in Salesforce Integration

    Do you need to collect leads from your Google Ads Lead Form extension and receive them directly in your Salesforce org? We demo how to…

    Salesforce Training, Salesforce Tutorial, salesforce, Leads in Salesforce, Salesforce Org
    DB Oct 13, 2022
    2,033  Views
    Salesforce Steps Into Crypto With New NFT Cloud

    Salesforce Steps Into Crypto With New NFT Cloud

    Video in Salesforce Stories

    Salesforce keeps surprising us with its new updates and features. It’s official – Salesforce has launched its NFT Cloud pilot. Click the link to know…

    Salesforce Training, Salesforce Tutorial, salesforce, Salesforce Video, Salesforce Learning
    Cyntexa Jun 30, 2022
    1,627  Views
    Footer Forcetalks logo

    support@forcetalks.com

    • twitterx

    Quick Links

    Advertise with Us

    Salesforce® Articles

    Dreamforce 2023

    Top Salesforce® Bloggers 2023

    Top Salesforce Consultants

    Get Listed

    Company

    Contact Us

    About Us

    Privacy Policy

    Terms & Conditions

    InsightHub

    Salesforce Blogs

    Salesforce Videos

    Salesforce Groups

    Salesforce Jobs

    © 2026 - Forcetalks ● All Rights Reserved

    Salesforce® is a trademark of Salesforce® Inc. No claim is made to the exclusive right to use “Salesforce”. Any services offered within the Forcetalks website/app are not sponsored or endorsed by Salesforce®.

    Try AuditMyCRM - It is a Salesforce CRM Audit tool which comprehensively scans your Salesforce org and gives you the list of errors or warnings you need to take care of.
    We use cookies to enhance your browsing experience. Please see our privacy policy if you'd like more information on our use of cookies.