Various examples for record types, record status, roles, and complex configurations in lookup filters. Required Editions Available in: both Salesforce Cla...

Learn how to create efficient lookup filters to manage User object relationships and ensure accurate data entry for service teams.

Improve user productivity and data quality with lookup filters. Lookup filters are administrator settings that restrict the valid values and lookup dialog...

2024年9月30日 · A Lookup Filter is a configuration in Salesforce that restricts the values available in a lookup field based on specific criteria. It ensures that when a user is selecting a related …

2024年7月19日 · Lookup Filter: Lookup Filter filters the records according to the condition or formula you defined. You can also make the lookup field required. The Lookup Filter in …

2016年4月11日 · 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 …

查找筛选器可以引用同一记录（来源）上的其他字段；查找对象（目标）记录上的字段；用户记录、简档和角色上的字段；以及与目标对象直接相关的记录上的字段。 您收到了服务副总裁 …

2024年5月16日 · Lookup filters in Salesforce are a versatile tool that allow administrators to control the valid values and lookup dialog displayed in various fields. These filters act as …

2020年8月9日 · Lookup is a very simple feature in Salesforce, but also powerful, with just a few clicks you can relate an object to another object easily as a parent-child relationship. However, …

After enabling enhanced lookups, specify which fields users can use to filter lookup search results. If you don't specify any fields, your users can't use filters in enhanced lookup dialogs. …