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How to create a custom lookup in Salesforce?

To create a custom lookup in Salesforce you need to follow below given steps.

  • 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/Fields 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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