In the Salesforce tutorial, I will explain how to create a lookup filter in Salesforce lightning and Salesforce classic.
A lookup filter is used for filtering the records if the user can lookup the single or we can say that the one side of the records with the help of the lookup search icons on the many sides of the records.
To create a lookup filter in salesforce, I found a solution that helped us. So in this tutorial, we will understand how to create a lookup filter in Salesforce.
- What is a lookup filer in Salesforce?
- How to create a lookup filter in Salesforce
- How to create a lookup filter in Salesforce lightning
- How to create a lookup filter in Salesforce Classic
What is a lookup filer in Salesforce?
In Salesforce lookup filter is a field that permits the user to connect the two records in a relationship together.
Let’s take an example there are two objects object A and object B. Object A is on the one side and the object B is on the many sides wherever we create a record of B we need to relate it to the object of the A’s record using that lookup search icon that is available on the Salesforce lightning a classic version.
Let’s take another example there is a user who wants to link a contact record to an account record and they are linking these two. They are linking these two records by using the account name lookup field. When the user checks the lookup fields then they get the right records.
So, with this, we have learned about What is lookup filter in Salesforce. Further, we will learn about how to create a lookup filter in Salesforce.
How to create a lookup filter in Salesforce
In Salesforce the motive of the lookup filter is to control the values that appear in the lookup field. The lookup filter can improve the data quality and the option that are available is limiting in the lookup field to only those user that can link up the particular requirement.
Some of the main uses of the Lookup filter are:
- Before the lookup value can be selected, we ensure that the particular record type and field value must be present.
- Stop the building of duplicate records by limiting the values which can be chosen in the lookup field.
- Restricting the option of a lookup field to only connected records.
The administrators implement the data quality, making it similar to the user for searching and selecting the accurate values in the lookup field by using the lookup filters.
This is how we have understood how to create a lookup filter in Salesforce. Now, let’s move ahead and see how to create a lookup filter in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.
Read: How to Create Roll-Up Summary Field in Salesforce
How to create a lookup filter in Salesforce lightning
Here we are creating a lookup filter in Salesforce lightning. If you want to learn how to create a lookup filter in salesforce lightning follow these steps:
Step-1: First, login into the Salesforce lightning account. Go to the gear icon that is present beside the bell icon. Click on the gear icon under the gear icon and click on the setup option.
After clicking on the setup option the setup page is open. Click on the object manager option that is present beside the home option.
Step-2: After clicking on the object manager page is open inside this page lots of objects are present. Enter the USA student object in the search box and select the object.
Step-3: After clicking on the object select the fields and relationships of the USA Student object that are present in the left sidebar.
Step-4: After clicking on the field and relationships select the contact field which has the lookup data type.
Step-5: After clicking on the contact field, the contact field page opens then click on the edit option.
Step-6: After clicking on the edit option, scroll to the bottom of the page there is a lookup filter option. Click on the show the filter setting.
Step-7: After clicking on the show filter setting option the settings will be open now fill the filter criteria here we find the field as USA Student: Last Activity Date and selects the operator after that click on the filter type. There are two filter types required and optional.
Here we are selecting the required option. The required option is used where the user can enter the value that must match the criteria. If it does not display this error message on save.
The optional field type is used where the user can remove the filter or enter the values that don’t match the criteria and after that click on the checkbox of enable this filter and click on the save option.
Step-8: After clicking on the save option, we can see that the lookup filter is created with the required field type.
So, with this, we will learn how to create a lookup filter in salesforce lightning.
How to create a lookup filter in Salesforce Classic
Here we are creating a lookup filter in Salesforce classic. If you want to learn how to create a lookup filter in salesforce classic follow these steps:
Step-1: Click on the setup, and enter the opportunity in the search box the opportunity object is visible select the fields option that is present under the opportunity object.
Step-2: After selecting the fields option, the opportunity standard fields page is open, and select the account name field which has the lookup data type.
Step-3: After clicking on the edit option, scroll to the bottom of the page there is a lookup filter option. Click on the show the filter setting.
Step-4: After clicking on the show filter setting option the settings will be open now fill the filter criteria here we find the field and select the operator after that click on the filter type. There are two filter types required and optional.
Here we are selecting the required option. The required option is used where the user can enter the value that must match the criteria. If it does not display this error message on save.
The optional field type is used where the user can remove the filter or enter the values that don’t match the criteria and after that click on the checkbox of enable this filter and click on the save option.
Step-5: After clicking on the save option, we can see that the lookup filter is created with the required field type.
In this way, we have learned how to create a lookup filter in salesforce classic.
You may also like to read the following Salesforce tutorials.
- How to Create Cross-Object Formula fields in Salesforce
- How to Update Records using External ID in Salesforce
- Activity History Related list is not visible in Salesforce
- How to Enable Knowledge Users in Salesforce
Conclusion
In this tutorial, we have learned about a lookup filter in salesforce. We have also discussed the use of a lookup filter in salesforce. In addition, we have covered how to create a lookup filter for salesforce lightning as well as salesforce classic.
- What is a lookup filer in Salesforce?
- How to create a lookup filter in Salesforce
- How to create a lookup filter in Salesforce lightning
- How to create a lookup filter in Salesforce Classic
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.