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Lookup filters limit the records available in the lookup. A lookup filter can reference other fields on the same record (source); fields on the records of the lookup object (target); fields on the user’s record, profile, and role; and fields on records directly related to the target object.
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.
- Choose equals as the operator.
- In the Value/Field menu, select Field.
What’s the difference between dependent lookup and lookup filter?
A dependent lookup is a relationship field with a lookup filter that references fields on the source object. For example, you can configure the case Contact field to only show contacts associated with the account selected in the case Account Name field.
How to remove the lookup filter in Excel?
For fields with optional lookup filters, only values that match the lookup filter criteria appear in the lookup dialog initially; however, users can click the Show all results link in the lookup dialog to remove the filter and view all search result values for the lookup field.
How to create a lookup relationship in Salesforce?
Create a Lookup Relationship Create a new Backup Agent field that looks up to the User object, editable by Support Users only. From Setup, click Object Manager and select Case. Select Fields & Relationships and click New.
What’s the difference between lookup filters in Salesforce?
Also, optional lookup filters allow users to save values that don’t match the lookup filter criteria, and Salesforce does not display an error message if a user tries to save such values. Thanks for contributing an answer to Salesforce Stack Exchange!