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:
- Custom Objects
- Accounts and
- Service Contacts
Note that, you can define a Lookup Filter that is centralized within opportunities relating to entitlements and not vice versa.
How To Manage Salseforce Lookup Filters
Custom Help – For users to know the kind of business rule the Lookup Filter enforces, you have to define customer help for the fields having Lookup Filters. Take a case where you want to restrict the account name on opportunities. You can define a custom help that states that you should only associate active accounts with opportunities.
Managing Error Messages – You can customize the Lookup filter error messages to assists any user who types invalid values. You can define an error saying, “This isn’t an active account” when you have used the Lookup filter to restrict Account Name on opportunities but only letting it have active accounts.
Record IDs and Record Names – You have to employ the use of an ID to reference specific type of record in filter criteria lieu of its name. This is because IDs have an element of uniqueness unlike names.
Testing – You have to test the Lookup Filter just after creating it to make sure that it is not too restrictive. Some users might only have read-only permissions to certain relationships fields. Ensure always that the lookup filters permit every to perform staff and edit records critical to their functions.
Further Accounts information is available on salesforce merge accounts page. make sure to read it to gain the best results.
Lookup filter criterion is able to compare fields on the source object with different kinds of fields on the target object provided that the fields are compatible. Note also that personal accounts don’t support contact filters. And remember that there are sometimes you might prefer using validation rules rather than the salesforce Lookup Filter.
More vital information is available on how to create master detail relationship in salesforce page. Good luck.