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chris_centra Odd lookup behavior in LEx - not seeing records that are visible...
Transitioning to LEx. I go to the Accounts tab, check the Person Accounts List View - I see a record with the first name of Kate. I go to the Case tab, click New, go to the Contact field, and lookup "Kate" - no results.
I swich to Classic (same User). I go to the Case tab, click New, go to the Contact field, and lookup Kate. The Contact record appears instantly.
I go back to LEx, Case, New, Contact field, lookup Kate - and now the Kate record appears.
What's happening? What am I doing wrong? Why doesn't Kate appear on my first try in LEx?
thanks
chris
I swich to Classic (same User). I go to the Case tab, click New, go to the Contact field, and lookup Kate. The Contact record appears instantly.
I go back to LEx, Case, New, Contact field, lookup Kate - and now the Kate record appears.
What's happening? What am I doing wrong? Why doesn't Kate appear on my first try in LEx?
thanks
chris
Hi Chris_centra,
Please have a read about lookup field in LEx.
https://help.salesforce.com/articleView?id=search_lookup_config_lex.htm&type=5
https://help.salesforce.com/articleView?id=search_lookup_lex.htm&type=5
Hope this helps!
Regards,
Santosh.