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KruviKruvi 

Lookup filter

Hi

 

I've added a custom Lookup field to Product but I see I cannot add a lookup filter.

Any idea why and how to workaround it?

 

Many thanks

 

 

Best Answer chosen by Admin (Salesforce Developers) 
SabrentSabrent

I don't think Salesforce supports that.

Your custom_field__c on Products can point to any of these.

  • Accounts
  • Assets
  • Contacts
  • Entitlements
  • Quotes
  • Service contracts
  • Users
  • Custom objects

you can define a lookup filter on Assets for example, but not on Contracts. 

All Answers

SabrentSabrent

Navigate to Products > custom_lookup_field__c > Edit. Under the section 'Lookup Filter' , click Show Filter Settings

 

If that's not what you are asking for, it could be this, 

 

Salesforce supports lookup filters on relationship fields that point to:

  • Accounts
  • Assets
  • Contacts
  • Entitlements
  • Quotes
  • Service contracts
  • Users
  • Custom objects

For example, you can define a lookup filter on opportunities that points to accounts, but not vice-versa.

 

(Reference: https://na9.salesforce.com/help/doc/en/fields_lookup_filters_notes.htm)

 
KruviKruvi

I don't have the lookup filter option available for my __c field.

This field points to a Contract object.

 

Any suggestion?
SabrentSabrent

I don't think Salesforce supports that.

Your custom_field__c on Products can point to any of these.

  • Accounts
  • Assets
  • Contacts
  • Entitlements
  • Quotes
  • Service contracts
  • Users
  • Custom objects

you can define a lookup filter on Assets for example, but not on Contracts. 

This was selected as the best answer
KruviKruvi

Thanks

 

What is the difference between Service Contract and Contract and where do I find the Service Contract object?
SabrentSabrent

I am not familiar with Service Contract. You may have to post it as a seprate question.
KruviKruvi

Thanks