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What type of field can a lookup filter be applied to?
Filter criteria can include fields related to the target object (one level only). For example, a lookup field points to a contact. The lookup filter can reference fields on the account related to the contact using the Account Name relationship field.
What is lookup data type in Salesforce?
Lookup is a type of Salesforce relationship that connects two objects together without affecting security and deletion properties. Creating an intermediary relationship between objects is possible by adding lookup relationships to standard, custom and external objects.
How to use the lookup field in a query?
Although you cannot directly use the Display value in a query, you can use the corresponding value from the other data source. In this example, suppose you want to use the display value of the Lookup field, NEState, in the Headquarters table in a query as criteria.
How to use lookup and multivalued fields?
Click the Lookup field, and then on the Design tab, in the Show/Hide group, click Property Sheet. In this example, use the NEState field. In the property sheet, select the Lookup tab, and then in the Display Control property, select Text Box.
When to show the bound value of a lookup field?
The display value of a Lookup field is automatically shown in query datasheet view by default. When you create a query, you can override this behavior so that the bound value is shown instead. In this example, suppose you want to see the bound value of a Lookup field in a Headquarters table that “looks up” a New England state name.
What does the formula look like in XLOOKUP?
XLOOKUP returns a range, so when it calculates, the formula ends up looking like this: =SUM ($E$7:$E$9). You can see how this works on your own by selecting a cell with an XLOOKUP formula similar to this one, then go to Formulas > Formula Auditing > Evaluate Formula, and press the Evaluate button to step through the calculation.