function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Satyanarayana.GSatyanarayana.G 

Contact Lookup should only display Contacts that are related to a particular Account.

Hi,

I have two custom fields on Lead Object. One is a lookup to Account and the other is a lookup to Contact. Whenever a user selects an Account on the account lookup field, the contact lookup field should only display the related contacts for the selected account. This is all done is Lightning. Is this possible?

Thank you,
Satya
Best Answer chosen by Satyanarayana.G
Deepak Maheshwari 7Deepak Maheshwari 7

Hi Satya,

 

Please use Lead:Matching to Existing Account in first lookup.

and use Match to existing Contact:AccountId in last lookup.

 

Thanks

All Answers

Deepak Maheshwari 7Deepak Maheshwari 7

 Hi SatyaNarayan,

Yes you can achieve this by applying lookup filter on Contact lookup.
Deepak Maheshwari 7Deepak Maheshwari 7

Hi Satyanarayan,

 

Please let me know if lookup filter doesn't works for you.

 

Thanks 
Arvind KumarArvind Kumar
Hi Satya,

You can use lookup filter on contact lookup. You can solve your issue to the filter criteria.

So implement it.

Thanks,
Arvind Kumar
Satyanarayana.GSatyanarayana.G
Hi Deepak/Arvind,

Thank you for your response. I have tried using the below lookup filter. It still does not work.

 User-added image

Here "Match to Existing Contact" and "Match to Existing Account" are the respective custom account and contact lookup fields. 

Thank you,
Satya
Deepak Maheshwari 7Deepak Maheshwari 7

Hi Satya,

 

Please use Lead:Matching to Existing Account in first lookup.

and use Match to existing Contact:AccountId in last lookup.

 

Thanks

This was selected as the best answer
Satyanarayana.GSatyanarayana.G
Thanks Deepak. It worked ... :)