- Assets
- Contacts
- Users
- Quotes
- Custom Objects
- Entitlements
- Accounts and
- Service Contacts
Defining Salesforce Lookup Filter
A Salesforce lookup filter is a lookup filter which limits the kind of records that has to be associated within an object relationship. They are normally used to build up and foster the data quality plus maximizing usability within the object relationships. For example, when selecting the best advertising firm, businesses would go for the approved firms. They do this by utilizing the lookup filter. You just have to configure the filter to suit your specifics. By performing a search via the lookup dialogue, a user will be only being able to see the records matching the criterion used while initially performing the search.
There are some two types of Salesforce lookup filters:
Mandatory Lookup Filter –This filter requires that the data which is within the targeted record has to meet some criteria. The criteria must be saved otherwise the record cannot be saved.
Optional Lookup Filter – With this filter, you can be able to save your record even if the search criterion is not met. Nevertheless, a warning message precedes the results are to be displayed. The user can be able to enter the values or even remove those which don’t concur with the criteria.
Building a lookup relationship can turn out to be the best thing in Salesforce as you can easily link objects together. You are even capable of creating a filter in the lookup field by using Lookup Filters. In simple terms, Lookup Filters are administrator settings on master detail, lookup and hierarchical relationship fields that barricade the real valid values and lookup dialogue outcomes for the field.
Up to now, Salesforce Lookup Filters are able to support relationship fields that are centralized within: