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Rajani Polampalli 4 Display Account associated Contact records as lookup field on the page layout based on account name lookup using out-of-box functionality
Hey All,
We have a requirement where user must have entered Account in the Account Name lookup field and the lookup up for Contact should show all Contact names associated with the selected Account Name. And also, In lookup it should show only the Contact records of Account when the Contact Record Matches below criteria:
"Roll up Status = Primary"
Where Roll up Status is a custom field.
It has to be done using Sslesforce out of functionlity since client is not recommened for using customization. It would be appreciate if anyone can help me out.
Please find attached screenshot of the requirement:
Please consider Production source lookup as Contact from the below screenshot.
Thanks,
Rajani Polampalli
We have a requirement where user must have entered Account in the Account Name lookup field and the lookup up for Contact should show all Contact names associated with the selected Account Name. And also, In lookup it should show only the Contact records of Account when the Contact Record Matches below criteria:
"Roll up Status = Primary"
Where Roll up Status is a custom field.
It has to be done using Sslesforce out of functionlity since client is not recommened for using customization. It would be appreciate if anyone can help me out.
Please find attached screenshot of the requirement:
Please consider Production source lookup as Contact from the below screenshot.
Thanks,
Rajani Polampalli